Leaders need an AI strategy now. The AI Adoption Lab gives your credit union or bank leadership team a structured, expert‑led strategy session that directly links business objectives to practical use cases, tool choices, and an execution roadmap to drive real ROI with AI.
In today’s margin-compressed environment, efficiency and growth are non-negotiable. An AI Strategy Session surfaces near-term opportunities to reduce operating costs, increase wallet share, and improve member engagement - often revealing untapped potential in areas like workflow automation, intelligent cross-sell, and predictive risk mitigation.
Every financial institution has unique systems, priorities, and constraints. This session helps you move beyond generic AI narratives to uncover the specific use cases most aligned with your strategic goals—whether that’s improving digital onboarding, enhancing marketing precision, or accelerating lending decisions.
Without cross-functional alignment, even the best AI initiatives stall. Our facilitated session brings leadership, operations, marketing, and IT together to establish a shared understanding of what’s possible, what’s practical, and what should be prioritized - ensuring momentum, buy-in, and clear next steps.
Two ½ day sessions (on-site or virtual).
All facilitated by two senior Strum Platform leaders with 30+ years in banking & technology.
Objectives → Key Results / KPI’s
Identify the business goals.
AI Use Case Exploration
Identify the AI use cases to support objectives.
Rank & Select
Score the use cases by cost, complexity, impact.
Regulatory & Compliance Alignment
Cover AI risks & mitigation strategy & tactics.
Data Governance Guidance
Discuss data governance best practices.
AI Steering Committee
Discuss who will be a part of AI oversight.
See your institution's objectives, budget and timeline synthesized into a resource-rich actionable AI adoption strategy and roadmap.
