To thrive in a competitive landscape, credit unions must embrace technologies that drive transformational efficiency while elevating the member experience. Agentic AI presents a powerful opportunity to streamline operations, reduce manual workloads, and empower your employees with intelligent assistance, unlocking personalized member engagement at an unprecedented scale. But where do you begin the transformation journey?

Join this webcast to hear from credit union leaders and AI experts exploring how to leverage agentic AI. Gain practical, actionable insights on how to accelerate and de-risk your AI-powered member- and employee-experience transformation.

You will learn how to:

• Deploy human-like self-service solutions and leverage AI for real-time staff upskilling
• Implement intelligent workflow automation and advanced fraud risk mitigation strategies
• Overcome common barriers to intelligent automation, regardless of your institution's size
• Establish best practices for AI governance, guardrails, and data readiness
• Build a clear roadmap for a secure, scalable, and future-ready institution

You'll leave with clear next steps for building a more efficient and member-centric credit union. Register now to secure your spot.

Speakers:

Stuart Salembier | SVP, Member Engagement & Channel Delivery | Municipal Credit Union (MCU)
Stuart Salembier is Senior Vice President, Member Engagement & Channel Delivery, at Municipal Credit Union (MCU) in New York, NY. Founded in 1916, the $4.3B asset MCU serves over 600,000 members, primarily but not exclusively government workers who keep the Greatest City in the World running.

At MCU, he is responsible for retail delivery channels, including the branch network, contact center, and the 170-machine ATM network along with our facilities and physical security teams. Among his many accomplishments at MCU, he has overseen efforts that reduced ASA (average speed to answer) at the contact center by 67% by implementing a state-of-the-art contact center solution, leading to increased member as well as employee satisfaction.

Stuart has 22 years of experience in credit unions, beginning his career as a teller at Bethpage FCU.
A graduate of SUNY Plattsburgh, he serves on the Valera Contact Center Advisory Committee and on the Member Development Corporation's Instinctive Banking Advisory Committee.

Dave Poeschl | Vice President, Member Solutions Center | UW Credit Union

Dave is a seasoned customer experience and operations leader with over a decade of success building high-performing teams and driving strategic innovation across service channels. He currently serves as Vice President of the Member Solutions Center at UW Credit Union, where he leads a dynamic team delivering exceptional service to members and business clients through digital and phone channels.

In his role, Dave provides strategic leadership for contact center and business account operations, champions a culture of service excellence, and drives innovation through advanced technologies like Contact Center as a Service and knowledge management platforms. He is known for mentoring a results-driven leadership team and fostering cross-functional collaboration to enhance member satisfaction and business growth.

Prior to joining UW Credit Union, Dave served as Program Director for the Kellogg North America Consumer Care Center at Alta Resources. There, he built and led a 75-member team spanning the U.S. and the Philippines, launched new service channels including chat and social media response, and earned a Six Sigma Green Belt for improving case handling times for complex consumer inquiries. His work in CRM insights, workforce management, and quality assurance helped elevate Kellogg's consumer care strategy, and he represented North American innovations at a global summit in Barcelona.

Dave's career reflects a deep commitment to operational excellence, innovation, and delivering meaningful customer experiences at scale.

Rahul Kumar | Vice President, Financial Services | Talkdesk

Rahul Kumar is the Global VP and GM for Financial Services at Talkdesk. In his role, he is focused on driving thought leadership and industry specific innovation to the market. In his 14 years in financial services, he has helped multiple credit unions and community banks ideate and execute large scale digital transformation programs. He is passionate about transforming customer experience through innovation, next generation capabilities and latest technology platforms. Rahul has been featured by The American Banker, BAI Strategies Journal, Bank Business Line, The Sunday Times in the UK amongst others and has spoken to audiences worldwide.

Questions? Email: [email protected]