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Recorded Webinar

AI and Copilot in Banking: Making Strategic Decisions with Confidence

Two-Part Webinar Series

  • ARTIFICIAL INTELLIGENCE (AI)
  • EXAMS & AUDITS
  • STRATEGIC PLANNING

Session 1: Define AI Strategy, Priorities, and Risk Approach

The first session offers insight into how community financial institutions can define AI strategy, prioritize use cases, and approach governance and regulatory expectations with greater confidence.

Watch now to explore:

  • Leadership approaches to AI strategy
  • Decision factors shaping AI investments
  • Use case evaluation and prioritization
  • Regulatory, compliance, and governance considerations

Session 2: Leverage Copilot for High-Impact Use Cases

Many community banks and credit unions already have access to Microsoft Copilot, but understanding where it can deliver meaningful impact remains a key challenge. This session explores Copilot’s capabilities through real examples and discusses how you can put them to work for your institution.

Explore Copilot capabilities:

  • Content generation and summarization
  • Document and external information analysis
  • Prompts, agents, and notebooks

Learn about use cases for banking:

  • Vendor management reviews
  • Security incident analysis
  • Internal product knowledge support

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    Read the Story
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Upcoming Event

Banking Regulations

A Mid-year Look at the Regulatory Shifts Shaping Community Banking

Wednesday, July 15, 2026
11AM CDT
See Event Details