CUSTOMER PANEL / FILE 03 — FIELD REPORTS #1

The decisions that come before “turning AI on”

What you'l discover

Where to start: how each team picked its first workflow, and why it wasn't always the biggest problem on the desk
Getting buy-in both ways: what convinced leadership the time was now, and what brought analysts along
Data readiness: what had to be true about their data before a pilot was worth running, and what they did when it wasn't there yet
Testing before go-live: shadow mode, backtesting against closed alerts, and how they built confidence in accuracy
Defining impact: which measures are quantitative, which are qualitative, and why to set them before launch
Hindsight: what they'd define, align on or fix sooner

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About this panel

Most of the work in an AI rollout happens before anything gets switched on. Green Dot, a bank rebuilding its BSA/AML operations around AI agents, and Kinecta Federal Credit Union, a $6.8B credit union whose analysts build their own agents, walk through the groundwork. They'll cover how they picked a first workflow, got their data ready, won support from executives and analysts, and tested until they trusted what came back.

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