Empower Your Credit Union with AI
Unlock Efficiency and Innovation Through Hands-On Training
Introduction to AI
Gain a foundational understanding of AI, including key concepts like machine learning, natural language processing, and data analytics
AI Use Cases
Explore specific examples of how AI is used in credit unions and other financial institutions, such as fraud detection insights, automated report generation, and personalizing member services.
Data Management & Ethics
Learn the importance of data quality, governance, and ethical practices in AI implementation.
Hands-On Training with AI Tools
Get practical experience using cutting-edge AI tools and platforms to develop and deploy AI solutions.
Your AI Bootcamp Journey: Step-by-Step Process
Initial Discovery Call
The first step in the AI Bootcamp is an initial discovery call to align objectives and expectations. During this call, we will:
- Discuss Goals
- Assess GenAI Awareness
- Identify Stakeholders
- Review Data & Infrastructure
- Set Expectations
AI Vendor Selection & Setup
During this step, MDT assists your credit union in selecting the ideal generative AI model.
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Choosing the Right Model
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Vendor Research
Bootcamp Kickoff & AI Pilot Project
The kickoff meeting officially launches the AI Bootcamp. During this session, we’ll cover the program specifics, set expectations, and outline the next steps for a successful engagement.
- Review Agenda
- Roles & Responsibilities
- Success Metrics
- Proof of Concept
- Logistics & Scheduling
- Trello for Project Management
- Open Questions & Policies
Optimizing Internal Processes with AI & Trello
The AI Pilot Project moves from planning to action, allowing your credit union to implement AI tools in a real-world environment while monitoring progress through Trello for seamless coordination.