A Banker’s Toolkit: 5 AI Projects to Get You Started

Not sure where to begin with AI? This guide lays out five practical projects—ranging from internal chatbots to cross-sell engines—that any bank can start exploring today. No massive budget or data science team required. Just smart steps toward better efficiency, insight, and customer service.

“So … Are We Doing Anything With AI?”

Many bank board members are asking: “Should we be doing something with AI?” The answer is yes—and if management hasn’t brought it up, that’s a red flag. This guide helps directors understand where AI fits in banking, what risks to watch for, and what smart oversight looks like—no tech background required.

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