Leading U.S. Credit Union
The third largest credit union in the US, dedicated exclusively to school employees has set an enterprise ambition to become an AI-enabled organization, with two strategic objectives: Amplify Team Member Productivity & Accuracy, and Boost Member Engagement & Participation. While leaders across the credit union had begun exploring AI opportunities, the organization lacked a unified strategy connecting AI enablement efforts to business objectives, a comprehensive, prioritized roadmap, and a clear operating model to scale AI responsibly. An AI Channel Group had recently been established, but it needed definition, structure, and credibility to guide enterprise-wide AI adoption.
'We had a basic structure and some defined objectives for what we wanted to achieve as an AI-enabled credit union, and we now have a plan to make this real, and importantly, the buy-in and enthusiasm of our people and leaders.'
The client recognized that AI could meaningfully enhance the member and employee experience—especially for an educator-centric institution with high-volume, cyclical demand patterns. However, without a clear strategy and rationalized approach, AI efforts risked becoming fragmented, duplicative, and unscalable.
a structured, three-part AI advisory engagement focused on connecting strategy, governance, and operational execution
Ian C. Lee