LIVE WEBINAR
Live session for credit unions & community banks
How do you modernize fast enough to compete for Gen Z and Millennials without alienating the members and customers who keep you afloat? Two perspectives: the CEO leading AI in financial services, and the 40-year industry veteran who's watched it all unfold.
Registrants get the recording + full session deck afterward.
Presented by
Who's speaking
Senior VP · Allied Solutions
Charlie has spent over 40 years at Allied Solutions, serving 6,000+ credit unions and banks across the U.S. and Canada on insurance, lending, and technology. He's watched trends come and go over the decades - and knows exactly which ones are worth betting the relationship on.
CEO & Co-Founder · interface.ai
Sri has spent his career building AI for credit unions and community banks - helping them compete against institutions ten times their size. He's watched consumer expectations shift faster than most FIs can move, and knows exactly what it takes to modernize without breaking the trust you've already built.
SVP, Customer Experience · interface.ai
Bryan leads Customer Experience at interface.ai. With decades of experience in software and customer experience leadership, he's built and scaled the teams that help financial institutions modernize how they serve customers.
What you'll learn
Credit unions and community banks face a dual challenge: attract younger consumers while keeping your existing older base happy. Younger consumers expect modern engagement, instant responses, and frictionless experiences. Your existing customers need continuity and trust. The institutions thriving are figuring out how to do both.
01
Winning younger members without alienating the ones who keep you afloat today - why this isn't an either/or.
02
Real examples: how credit unions and community banks are acquiring younger members today without alienating the base that keeps them running.
03
Why AI is the fastest-moving lever here - and where it belongs in your strategy.
04
Your chance to ask Srinivas and Charlie your questions directly. Any question we can’t answer live we will follow up.
You're responsible for acquiring younger members without eroding trust with the base that keeps you running.
You own the experience across channels — and it has to work equally well for an 18-year-old and an 80-year-old.
You're deciding how fast to modernize, and what's at stake if you get the pace wrong.
Join us to explore the strategies winning institutions use to compete for younger consumers without losing their base.