Webinar

September 10, 2025

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

Watch Now

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. Register now for this September 10 webinar and secure your seat:

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

Previous attendees from

continue Listening

February 29, 2024

AI Adoption Strategies: Buy, Build or Partner

Explore the complexities surrounding AI integration within organizations with insights from leading AI experts.

January 24, 2024

AI Automation in Underwriting: Improving Risk Assessment Processing

In this webinar, we discuss how AI can automate underwriting — one of the most difficult-to-automate jobs out there.

Book a 30-minute demo

Explore how our agentic AI can automate your workflows and boost profitability.

Get answers to all your questions

Discuss pricing & project roadmap

See how AI Agents work in real time

Learn AgentFlow manages all your agentic workflows

Uncover the best AI use cases for your business