AI for Small Credit Unions: Practical Tools, Real Impact

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Event - Live Webinar

AI for Small Credit Unions: Practical Tools, Real Impact

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Email info@posh.ai for the recording!

June 24, 2025
1:00 pm
PST
Virtual event
June 24, 2025

Event Details

Join us on Tuesday, June 24th at 1 p.m. Pacific Time

AI is showing up in every corner of the financial world, but what does that actually mean for a small credit union with a team of 10 and a member base of 5,000?

In this joint webinar with GoWest and Posh AI, we’ll cut through the noise and show how small credit unions are using AI right now to improve service, reduce burnout, and streamline internal operations — without needing a large budget or an in-house IT team.

Why You Should Attend:

AI That Fits Small Credit Unions Exists and Delivers Real ROI
Attendees will leave understanding that AI doesn’t have to mean big budgets or complex deployments. They’ll see how small CUs are using tools like website assistants and internal knowledge systems to save time, improve service, and reduce burnout — all without needing a full IT department.

Practical Examples From Peer Institutions
This won’t be a theoretical discussion. The audience will walk away with specific examples from credit unions under $100M in assets who have launched AI tools in under a week and are seeing real, measurable results — including reduced call volume, improved staff confidence, and better member engagement.

A Clear, Low-Risk Path to Get Started
Attendees will learn about the AI Access Program, built in partnership with GoWest, which offers a low-lift, supported way to explore and adopt AI — starting small, moving at their pace, and with pricing and support structures built for their size.

Whether you’re just starting to explore AI or already have ideas for how it could help your CU, this session will give you a clear, low-pressure path to getting started, and a chance to ask questions specific to your credit union’s needs.

Join us on Tuesday, June 24th at 1 p.m. Pacific Time

AI is showing up in every corner of the financial world, but what does that actually mean for a small credit union with a team of 10 and a member base of 5,000?

In this joint webinar with GoWest and Posh AI, we’ll cut through the noise and show how small credit unions are using AI right now to improve service, reduce burnout, and streamline internal operations — without needing a large budget or an in-house IT team.

Why You Should Attend:

AI That Fits Small Credit Unions Exists and Delivers Real ROI
Attendees will leave understanding that AI doesn’t have to mean big budgets or complex deployments. They’ll see how small CUs are using tools like website assistants and internal knowledge systems to save time, improve service, and reduce burnout — all without needing a full IT department.

Practical Examples From Peer Institutions
This won’t be a theoretical discussion. The audience will walk away with specific examples from credit unions under $100M in assets who have launched AI tools in under a week and are seeing real, measurable results — including reduced call volume, improved staff confidence, and better member engagement.

A Clear, Low-Risk Path to Get Started
Attendees will learn about the AI Access Program, built in partnership with GoWest, which offers a low-lift, supported way to explore and adopt AI — starting small, moving at their pace, and with pricing and support structures built for their size.

Whether you’re just starting to explore AI or already have ideas for how it could help your CU, this session will give you a clear, low-pressure path to getting started, and a chance to ask questions specific to your credit union’s needs.

Speakers

Paige Beffort

Manager, CU Development at GoWest Credit Union Association

Lawrence Quan

General Manager, New Markets at Posh

Event Details

Join us on Tuesday, June 24th at 1 p.m. Pacific Time

AI is showing up in every corner of the financial world, but what does that actually mean for a small credit union with a team of 10 and a member base of 5,000?

In this joint webinar with GoWest and Posh AI, we’ll cut through the noise and show how small credit unions are using AI right now to improve service, reduce burnout, and streamline internal operations — without needing a large budget or an in-house IT team.

Why You Should Attend:

AI That Fits Small Credit Unions Exists and Delivers Real ROI
Attendees will leave understanding that AI doesn’t have to mean big budgets or complex deployments. They’ll see how small CUs are using tools like website assistants and internal knowledge systems to save time, improve service, and reduce burnout — all without needing a full IT department.

Practical Examples From Peer Institutions
This won’t be a theoretical discussion. The audience will walk away with specific examples from credit unions under $100M in assets who have launched AI tools in under a week and are seeing real, measurable results — including reduced call volume, improved staff confidence, and better member engagement.

A Clear, Low-Risk Path to Get Started
Attendees will learn about the AI Access Program, built in partnership with GoWest, which offers a low-lift, supported way to explore and adopt AI — starting small, moving at their pace, and with pricing and support structures built for their size.

Whether you’re just starting to explore AI or already have ideas for how it could help your CU, this session will give you a clear, low-pressure path to getting started, and a chance to ask questions specific to your credit union’s needs.

Come chat with us at  

Paige Beffort

Manager, CU Development at GoWest Credit Union Association

Lawrence Quan

General Manager, New Markets at Posh

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