TWO-PART Webinar Series

 AI and Copilot in Banking:
Making Strategic Decisions with Confidence 

June 9 and 23   |  11 AM CT

Register for one or both sessions below.

AI, including tools like Copilot, is increasingly becoming part of day-to-day work across community financial institutions. Leaders are now responsible for balancing innovation with oversight, often without a clear framework to guide the path forward. This two-part educational series provides practical insights to help institutions evaluate priorities, risk, and use cases before adopting or expanding AI and Copilot capabilities.

Each session is grounded in real-world experience supporting community financial institutions and is focused on helping you make informed decisions—not promoting a specific tool or solution.*

What You Will Gain

    • A framework for defining AI strategy and priorities
    • Insight into how institutions are evaluating and prioritizing use cases
    • Understanding of governance, risk, and regulatory expectations
    • Visibility into Copilot core capabilities and where value is emerging
    • A clearer path from exploration to measurable outcomes 
Session 1

Session 1

Define AI Strategy, Priorities, and Risk Approach

Understand how community financial institutions are defining AI strategy, prioritizing use cases, and making informed decisions around risk, governance, and regulatory expectations. 

  • Leadership approaches to AI strategy
  • Decision factors shaping AI investments
  • Use case evaluation and prioritization
  • Readiness and long-term value drivers
  • Regulatory, compliance, and governance considerations
  • Risk management, data access, and oversight
  • Documenting rationale, controls, and outcomes

June 9   |  11 AM CT

Session 2

Session 2

 Leverage Copilot for High-Impact Use Cases

Explore Copilot capabilities through real examples to see how community financial institutions are using them, which use cases are driving value, and what to consider before broader adoption.

  • Copilot as a common entry point for FIs
  • Core capabilities in everyday workflows
    • Content generation and summarization
    • Notetaking and transcription
    • Prompts, agents, and notebooks
    • Document creation and productivity tools
  • Use cases driving value
  • Licensing and M365 integration

June 23   |  11 AM CT

 *Navanta does not offer a proprietary AI product related to this topic. This series is intended to provide objective guidance as you assess a rapidly evolving landscape.