Agentic AI in Credit Unions: The Art of the Possible

Discover how credit unions are using agentic AI to streamline operations, stay compliant, and keep the member experience personal.

Ankur Patel

Founder & CEO, Multimodal

Claire Grosjean

Senior Director, Business Process Management, Tech CU

Andrew Mattingly

COO, FORUM Credit Union

Shawn Dunn

VP of Data & Analytics, WSECU

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WSECU, Tech CU, and FORUM Credit Union are already applying agentic AI to automate complex workflows. Hear executives share details about these AI initiatives, what they’ve learned from early implementations, and must-have vendor evaluation tips.

what you'll learn

Real-world implementation lessons

Learn what your peers have discovered about agentic AI in credit unions from real-world experience

The best use cases to agentify

Explore four high-impact workflow automations your peers recommend

How to evaluate agentic AI vendors

Get the must-have capabilities checklist for evaluating agentic AI vendors in regulated environments

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November 20, 2025

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Agentic AI in Credit Unions: The Art of the Possible

Real-world implementation lessons

The best use cases to agentify

How to evaluate agentic AI vendors

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