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CX Innovators: AI Success in Credit Unions

Cost: Complimentary
Date: Wednesday, April 30, 2025
Time: 2pm ET | 11am PT
Sponsored by:

Member expectations are rising—and credit unions are feeling the pressure. Long hold times, limited self-service, and inefficient systems can damage satisfaction and loyalty. But for credit unions that are leveraging AI, there’s a better path forward.

In this webcast, you'll hear how leading credit unions are boosting satisfaction and reducing costs by integrating AI into member service. Discover how Credit Union 1 and Municipal Credit Union reimagined the contact center—improving containment rates, shortening wait times, and elevating the member experience.

Here’s what you’ll learn:

  • How one credit union achieved a 70% chatbot containment rate to expand self-service
  • Ways to cut call wait times by more than half—without expanding headcount
  • Real-world strategies that saved over $1 million in operations costs
  • How to personalize member interactions while driving efficiency
  • Actionable steps to modernize service and scale your impact

Whether you’re exploring AI or looking to improve existing implementations, this session offers practical insight from peers who’ve been there.

Featured Speakers: 

Rahul Kumar | Global VP and GM for Financial Services | Talkdesk


Cate Vanasse | Customer Marketing Director | Talkdesk

Garrett Jorewicz | SVP, Member Experience | Credit Union 1

Stuart Salembier | VP, Member Experience | Municipal Credit Union


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Questions? Please email [email protected] or call at (212) 457-4981