Turning Data into Growth
Practical AI & Analytics Strategies for Credit Unions

Sponsored by Trellance

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James Gukeisen, Leagues & Advocacy Director, Trellance Cooperative Holdings, Inc.​

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Artificial intelligence and advanced analytics are rapidly transforming how credit unions serve members, manage risk, and drive growth. But with so many emerging technologies and trends, where should leaders focus their attention?

 

This session explores the most impactful AI and analytics developments shaping the financial services industry today and provides practical guidance for turning data into actionable business results. Through real-world credit union examples, attendees will learn how organizations are using analytics to improve member experiences, strengthen decision-making, increase operational efficiency, and support sustainable growth.

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Attendee Takeaways:

• Identify the AI and analytics trends most relevant to credit union strategy and performance.

• Learn practical approaches for making data more accessible, actionable, and business-focused.

• Understand key safeguards for responsible, secure, and effective use of AI and analytics.

• Discover real-world examples of how credit unions are leveraging data to improve outcomes and drive measurable results.

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This session will help leaders move beyond reporting and unlock the strategic value of their data.