The headline on the CUInsight story grabbed my attention: AI for credit unions: Making “people-first” work even better.
The author, Bonnie Ortiz, has also been a CU 2.0 Podcast guest before so I wanted to get her back on.
Ortiz is the founder of 02 Consulting Group and, earlier in her career, she was the long serving COO at The Partnership Credit Union.
She’s a level headed expert on matters credit union and, in today’s AI froth, a voice that’s rooted in credit union realities is refreshing.
In her CUInsight piece, she lays out three steps for implementing and getting results from AI initiatives in credit unions. Her counsel is practical, realistic and, let’s be honest, too many credit unions think they are getting started in AI but many are at best dabbling and can point to scant actual results.
Ortiz talks in detail in the show about the three steps. Take notes. You are going to want to heed her counsel.
