Generative AI offers credit unions the chance to improve efficiency, enhance member service, strengthen risk management, and more. But successful AI adoption requires more than just new technology — it demands strategic planning, collaboration across departments, and a clear focus on responsible implementation.
The checklist below outlines key steps to integrate AI across different areas of the credit union, ensuring a thoughtful, secure, and effective approach that benefits the credit union, its employees, and its members alike. The links within the checklist direct to articles on CreditUnions.com that highlight a credit union example or perspective.
WRITER’S NOTE: It probably does not come as a surprise that I used generative AI to construct this checklist. Using ChatGPT, I entered the prompt: “Please create a checklist for AI success at a credit union, incorporating different departments that might use it.”
I did not use AI to take the easy way out; rather, I wanted to provide a real-world example to jump-start our readers’ thinking and creativity. What do you think of this checklist? Do you disagree with any of the steps? Are there any oversights? What prompt would you use to tailor a checklist for your credit union? I’d love to hear your feedback.
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