2026 CU:Realm Live!

Join Kathy Sianis, SVP of Client Success and Partnerships at Posh AI, and Cathleen Anderson, Learning and Development Partner at Elevations Credit Union on March 30th.

Session: Demystifying AI in Credit Unions: Practical Paths to Impact

In a competitive purchase-focused mortgage market, efficiency is no longer optional. Credit unions are under pressure to meet rising member expectations, support overextended teams, and streamline complex lending workflows without sacrificing trust or service quality. In this session, Karan Kashyap, Co-founder and CEO of Posh AI, alongside a credit union peer, cuts through the AI hype to focus on practical, real-world applications that are delivering results in 2026. Drawing from firsthand credit union experiences and lessons across the banking technology landscape, the discussion will explore how generative and agentic AI are being applied to reduce friction across member interactions, support lending and servicing teams, and create more efficient, responsive experiences throughout the mortgage journey. Expect candid insights, tangible use cases, and an open look at what’s working, what’s not, and how to move from experimentation to measurable impact in a purchase-driven marketplace.

Key Learnings:
- How evolving member and employee expectations are shaping AI adoption across lending and servicing teams
- Where generative and agentic AI are driving the greatest efficiency gains in mortgage-related member interactions and operations
- Practical steps to implement AI responsibly, without disrupting existing workflows, culture, or trust