
Everyday AI for Bankers: Practical Use Cases You Can Use Today
Ben Udell Consulting LLC
Many bankers understand that AI is important but still struggle with the most basic question: What can I actually use it for? How can it save me hours of work? And how do I use AI to become a better banker? Most bankers have attended an AI session that talks through how important AI is, the risks you need to consider, and other high level topics. Most bankers have never actually seen how they can apply it to how they work every day.
They know the technology can do more, but they have not seen enough practical examples to connect it to their everyday responsibilities. Other bankers have not started at all because AI still feels technical, risky, or disconnected from how they work.
This fast-moving session demonstrates how all bankers can make AI practical and accessible across departments. Participants will see examples involving communication, lending, policies and procedures, research, planning, training, customer conversations, critical thinking, and creative problem-solving.
Learning Objectives:
- Identify practical every day opportunities to use AI across common banking responsibilities, including communication, research, meetings, data analysis, training, planning, and customer service.
- Apply a responsible prompting approach that provides AI with the context, source material, instructions, desired output, and review criteria needed to produce more useful results.
- Walk away with actual use cases they can apply immediately to their work.