Webinar: How Artificial Intelligence Changes Member Service
July 18, 2025 3:00 PM - 4:30 PM
Can your financial institution continue to thrive without AI?
This intro to AI will emphasize its impact on accountholder service and provide a concrete checklist you can use to evaluate and implement AI-supported member service. Attend this webinar and don’t be left behind!
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
- Define artificial intelligence (AI)
- Identify an AI-solvable problem
- Explain potential risks and benefits of using AI for accountholder service
- Recommend best practices for evaluating an AI solution
WEBINAR DETAILS
This program will explain the increase in AI performance, provide guidelines for identifying AI-solvable business problems, present AI legal and reputation risks, make the argument for adopting AI for member service, and provide actionable steps you can take to prepare. The webinar presenter has implemented some of the first international multilingual web surveys, holds patents with Microsoft and eBay, was recognized with the Google Founders Award for the Chrome web browser, and trained Amazon executives on applying AI. Member service is one of the first areas to be transformed by AI. Come prepared to learn practical approaches and ask questions.
WHO SHOULD ATTEND?
This timely webinar will benefit teller managers, loan office managers, portfolio managers, branch managers, member service leaders, and legal counsel assigned to regulatory compliance.
TAKE-AWAY TOOLKIT
- Checklist for evaluating and implementing AI-supported member service
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
Speaker: Jonathan Conradt, VersionX
As a Principal AI Scientist at Amazon, Jon Conradt has over 11 years of experience in creating and delivering AI solutions for various domains and regions. With a strong background in leadership development, artificial intelligence, and Amazon Web Services, as well as certifications in computer-based training and AICC standards, Jon’s mission is to build strong teams of great people and solve difficult problems with AI. He has launched an AI incubator in Brazil, created and delivered AI curriculum and training for Amazon leaders and employees worldwide, and built and improved machine learning models and digital marketing systems. He has also contributed to multiple patents and publications in AI and CBT. Jon enjoys working with great people on hard problems and sharing his knowledge and passion for AI.