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Podcast: Harnessing AI in financial institutions — Insights from Wescom Credit Union

Robert Zondag
May 02, 2025

 

When should financial institutions look to integrate AI into their operations, and how should they do it? In this episode of Bank on Wipfli, we explore practical considerations for AI use in the industry, with a focus on security and user experience.

Wipfli’s Robert Zondag, partner, and Matt Sabo, director, talk with Joseph Pellissery, Chief Information Officer at Wescom Credit Union, about AI adoption strategy, including:

  • The use of AI in quality assurance for financial institutions.
  • The importance of balancing security measures with user experience considerations.
  • The growing need for digital access for credit union members.

Author(s)

Robert H. Zondag
CTP, Partner
Matt Sabo
Director

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