Practical AI for Financial Institutions, Inside Your Compliance Rules.
Staff leave with safe, practical uses they can try this week and a clear line on what never goes into a public AI tool.
Chris Sund speaks at bankers association conventions, credit union league conferences and bank or credit union all-staff days about practical AI for the work that does not touch customer data: meeting notes into action lists, policy and procedure drafts, member and customer communication drafts, and marketing. Every example uses a five-part prompt anyone can learn, with strict guardrails: no customer or member information in public tools, your compliance policies first, and a person reviewing every output.
Why are banks and credit unions booking AI sessions now?
Staff at every institution have heard about AI, and many have tried it at home. Leaders want two things at once: practical time savings for their people, and a clear message about what is never allowed. A session that only warns is ignored. A session that only excites creates risk.
This one does both. It starts with the guardrails, then shows the low-risk work where AI helps right away: internal documents, drafts and marketing that never touch account data.
Meetings into actions
Committee and team meeting notes turned into an action list with owners and dates, with gaps flagged.
Procedures that get written
Experienced staff talk through a process and AI drafts the procedure for compliance to review.
Clearer communication
Drafts of member and customer notices, FAQs and letters in plain language, reviewed before they go out.
A clear line on data
No customer or member information in public tools. Follow your institution’s policy, every time.
Six places AI gives a financial institution time back
The workshop is built on six areas. For banks and credit unions, each one is rewritten around internal work and public information. Each card links to a full guide.
Find Revenue
Find the community opportunities.
AI searches public sources such as new business filings, local employer expansions and community events, and suggests where business development or community relations should show up next. People decide where to go.
Read the guide→02Win Work
Answer an inquiry with a useful reply.
Paste in a general question from a website form, with personal details removed. AI drafts a clear, friendly reply and the questions to ask next. It does not quote rates, terms or eligibility.
Read the guide→03Strengthen Your Website
Make the website easier to use.
AI reviews your site the way a new member or customer would and ranks the five changes most likely to help people find what they need and take the next step.
Read the guide→04Create Marketing
Turn one community story into content.
A sponsorship, a financial education class or an employee volunteer day becomes a website post, a social post, a newsletter item and a short video script, reviewed by marketing and compliance.
Read the guide→05Organize Operations
Turn meeting notes into next steps.
Committee and team notes become an action list with owners, due dates and open questions. AI does not assign owners or deadlines that were never stated.
Read the guide→06Build Repeatable Processes
Turn experience into procedures.
A long-time staff member talks through a process for ten minutes. AI drafts the procedure for new staff, and anything unclear is marked for compliance review.
Read the guide→Tell AI Five Things
Every prompt in the session follows the same five-part structure, so attendees can write their own after they leave. Here is how it reads for a financial institution. The full framework is on Tell AI Five Things: The Five-Part Prompt.
Role
Who is it?“Act as an operations writer.”
Task
What should it do?“Draft a procedure.”
Details
What should it know?“Use this walkthrough.”
Format
What should it make?“Numbered steps with sign-offs.”
Guardrails
What must it avoid?“Do not add rules from memory.”
Role+Task+Details+Format+Guardrails
If the first result is weak, add the detail you left out.
Example: a procedure from an expert walkthrough
This is an example of how the five-part prompt reads for an internal procedure. The walkthrough is a description of the process, never a real member or customer file.
The human-review step: the process owner and compliance review the draft before it goes into the manual. AI organizes what your experienced people already know. Your institution decides what the procedure says.
More prompts from the workshop, grouped by the six areas, are in the free AI Prompt Library for Business Owners. No email required.
The rules the session starts with
Financial institutions run on trust and regulation. The session opens with the guardrails and every example follows them.
No customer or member data in public tools
Names, account numbers, balances, loan files and anything that identifies a person stay out of public AI tools. If your institution has approved a secure tool, use that, under its rules.
Your compliance policies come first
The session does not replace your policies. Before the event Chris asks what your institution allows, and the examples are built to fit inside it.
Drafts, not decisions
AI drafts notes, procedures and communications. It does not make credit, account or eligibility decisions, and it never quotes rates or terms.
A person reviews everything
Every output is read by the person responsible for it, and member or customer communications go through your normal marketing and compliance review.
Keynote, half day or full day
Delivered in person as a convention keynote or breakout for a bankers association or credit union league, or as a session or hands-on workshop for your own all-staff day or leadership team.
The six areas in one session
The framework, live examples from all six areas rewritten for your industry, and the Monday Morning close. Works as a general session or a breakout.
Hands-on with your own work
Attendees bring the tasks that eat their week and build their own prompts with the five-part framework, then test them on real examples from their own desks.
Teams build their own workflows
A hands-on workshop where teams build and test their own workflows across the six areas and leave with a written plan for who uses what, starting Monday.
Tailored to your institution
Before the event Chris asks what your policy allows, which tools are approved and where your staff spend their time, then rewrites the examples around internal procedures, meetings, communications and community marketing.
The field guide
Attendees get the field guide with every prompt, the worksheets and a simple Monday plan. It is sent to the host as a PDF after the event to share with everyone in the room. Nothing on this site is gated.
Tool-neutral
Every prompt runs in ChatGPT or Claude, or in the tool your organization has already approved. No software to buy, no IT project, nothing to install.
Built for banks, credit unions and the associations that serve them
The session works for front-line staff, operations and marketing teams, managers and executives. Chris is not a banker or a compliance officer and does not give regulatory advice. He teaches the tools inside the rules you set.
Related pages: Banking Keynote Speaker · Credit Union Keynote Speaker · Bank Sales Culture Speaker · AI Keynote Speaker · Take Back Your Time with AI
Proof: an AI session built with business owners
Chris delivered Take Back Your Time with AI to close the MICA 2026 Fall Business Meetings in Omaha in October 2026 for the Midwest Insulation Contractors Association, and presents it at the NFBA Conference & Expo (National Frame Building Association) in Columbus, Ohio, February 8–10, 2027. Those two rooms are where the session was built: owners and managers with real work in front of them and no patience for hype.
For financial institutions that want the relationship side as well, Chris taught objection handling to 800+ sellers at the Definitive Healthcare Sales Kickoff and to business owners and professionals at the emPower Breakfast, the work behind his bank sales culture session.
His topics are well researched, and he weaves in practical tips and real-life examples that make every session realistic and relatable.
Chris consistently brings knowledge, insight, and practical advice to every presentation, elevating the value he brings to every engagement.
Chris would be an incredible addition to any live audience. Each time he finds a unique way to connect on both a personal and professional level, keeping everyone engaged and attentive.
What Bank and Credit Union Planners Ask
Do attendees need AI experience?
No. The session starts with a five-part prompt anyone can learn and builds from there, so people who have never opened ChatGPT can follow along. People who already use AI leave with better prompts, guardrails and a way to check the results.
Which AI tools does the session use?
ChatGPT and Claude. Every prompt runs in either one, and Chris shows the work in both. If your organization has already approved a specific tool, the examples run in that instead. Nobody is asked to buy new software.
Is our data safe?
The session starts there. No customer or member information goes into public AI tools: no names, account numbers, balances or loan files. Use only the tools your institution has approved, under its policy. Examples use internal process descriptions and public information, prompts forbid invented rules or numbers, and a person reviews every output.
Can it be tailored to our institution?
Yes. Before the event Chris asks what your institution allows and where your staff spend their time, then rewrites the examples around procedures, meetings, member and customer communications and community marketing.
Do you sell software?
No. Chris is COO of Nebula, an AI talent sourcing platform, which is part of why he uses these tools every day, but the session is tool-neutral and is not a pitch for Nebula or any other product.
Keynote or workshop: which should we book?
A keynote fits a general session or breakout: the six areas, live examples and one task to try Monday. A half-day or full-day workshop is hands-on, and teams build their own workflows on their own work. Many groups pair a conference keynote with a workshop for a smaller leadership or practitioner group. The full program is on Take Back Your Time with AI.
Stages I Have Spoken On
