AI tools like ChatGPT are powerful and easy to access, but understanding how to leverage them effectively — while mitigating risk — is challenging. To take full advantage of their potential, your financial institution needs to have the right guidelines in place so that your people can get creative with application.

In this episode of Bank on Wipfli, Robert Zondag, Wipfli principal, and Ben Udell, senior vice president of client experience at Lake Ridge Bank, explore use cases and best practices for using AI in financial institutions.

Listen in as they discuss:

• How can my organization start using AI?

• What guidelines and policies should be put in place?