Agentic AI in Credit Unions: The Art of the Possible
Register Now - Transform Your Operations with AI That Actually Works
Credit unions juggle rising member expectations, tight budgets, and regulatory scrutiny. Agentic AI lets lean teams automate complex workflows while maintaining compliance and the personal touch members expect.
In this webinar, hosted by Multimodal's Founder and CEO Ankur Patel, we'll discuss agentic AI use-cases for credit unions and hear from industry experts.
What You'll Learn
🎯 Four High-Impact Workflow Automations
Member Onboarding: Auto-collect IDs, e-sign documents, open accounts, create records—all in minutes
KYC/AML: Orchestrate identity verification, sanctions screening, and alert review with full audit trails
Lending: Gather documents, pull credit, build memos, route to underwriting automatically
Member Service: Intelligently triage requests, execute routine tasks, escalate with context
🔍 Vendor Evaluation Checklist
Get the must-have capabilities checklist for evaluating agentic AI vendors in regulated environments.
💡 Peer Insights from WSECU, Tech CU, and FORUM Credit Union.
Hear executives share their AI initiatives, strategic outlook, and lessons learned from early implementations.
Why This Webinar Is Different
This isn't vendor marketing—it's practical intelligence from credit union leaders already seeing results. You'll get specific use cases, implementation roadmaps, and evaluation criteria developed by your peers.