Most credit unions have the same short list of AI ideas: faster loan processing, fraud detection, contact center automation. The potential ROI is real. Credit unions using AI in lending are processing 70% more loan volume without adding staff. The institutions that avoided tens of millions in fraud losses last year weren't bigger than you. They just moved first.
The problem isn't knowing AI is worth it. It's that nobody has a structured way to pick which workflow to start with, build a business case that holds up to regulatory scrutiny, and run a pilot that actually scales.
So the ideas stay on the list. The committee meets again next quarter. And the gap between your institution and the ones already in production gets wider.
This workshop gives you the framework to get off the list and into production.
What You'll Learn
Why Credit Union AI Initiatives Stall Before They Start
Aging core systems used as a blanket excuse, business cases built on vendor benchmarks instead of your own member data, and no governance framework ready for your next regulatory exam. We'll break down the three patterns that keep credit unions in perpetual pilot mode and what the institutions that scaled did differently.
The Framework (4 Steps)
Map the workflow Which member-facing or back-office workflows are consuming the most manual effort today? Loan processing, fraud review, member onboarding, compliance reporting? You can't build a business case for a workflow you haven't mapped.
Quantify your baseline Time x staff cost x volume = what this workflow actually costs your institution today. This is your number, not a vendor benchmark.
Prioritize Conservative reduction against your baseline. We'll show you how to build an estimate your CEO and CFO will trust, including how to account for implementation cost, core system integration, and the vendor due diligence your governance framework will require.
Build the business case Member impact plus cost savings plus payback period, in a format that gets internal approval and satisfies governance and regulatory requirements for your next exam cycle.
Live Walkthrough: From Workflow Map to Funded Pilot
We'll take a real credit union workflow (loan document processing), map it end to end, quantify the baseline, model the AI scenario, and build a case ready to present to leadership, live, with real numbers.
From the List to Production
You stop being the team that talks about AI at every planning meeting and start being the one that ships it. That's how you close the gap with the institutions already in production.
What's Included
- ✓The 4-step AI initiative prioritization framework (template included)
- ✓Live walkthrough with real credit union workflow numbers
- ✓Business case template with governance and vendor due diligence sections
- ✓ROI calculator spreadsheet adapted for credit union workflows
- ✓3 months free access to WorkLearn Labs to run the framework on your own institution's opportunities
- ✓Recording available for 30 days
Prerequisites
No technical background needed. If you work at a credit union and have been asked to lead or support an AI initiative, this workshop gives you everything you need to run the evaluation yourself.
