<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1490657597953240&amp;ev=PageView&amp;noscript=1">

Cornerstone Advisors Guide

A Playbook for Deploying Artificial Intelligence in Your Bank or Credit Union

Artificial Intelligence has the potential to boost employee productivity, stop bad guys, and speed up lending and deposit gathering for financial institutions. This playbook gives financial institution leaders a workbook to build out a pragmatic AI strategy for their teams. Rather than trying to boil the ocean, the intent of this playbook is to offer simple use cases of AI that we see other institutions leveraging. Our goal is for FIs to choose 1-3 use cases per business unit area in their institution, deploy AI, iterate, and learn from these deployments.

Cornerstone Advisors - AI Playbook - Cover Image-1

What You’ll Learn in this Playbook

  • Explore dozens of real-world AI use cases across every department: finance, operations, retail banking, digital, IT, lending, and marketing
  • Focus on starting small by selecting 1–3 high-impact use cases per business unit, deploying quickly, and iterating based on results.
  • Discover real-world example how AI improves productivity (automation), grows revenue (cross-sell, personalization), and reduces risk (fraud detection, credit monitoring) across the institution.
  • Understand the differences between supervised learning, unsupervised learning, and robotic process automation (RPA), and how each is used for things like loan decisioning, fraud detection, and workflow automation.
  • Learn about key issues such as model bias, regulatory compliance (fair lending, UDAAP), and the importance of transparency to ensure AI systems can “show their math.”

Ready to See Real Results with AI in Your Financial Institution?

Additional Resources