AI is everywhere, personally and professionally, whether we signed up for it or not. Online search engines, back-office tools for work, and so much more, we find ourselves engaging with AI. Companies are using it in so many ways to make marketing and pricing decisions, pushing imaginations forward to a future we may or may not have seen.

This invites us to explore how new technology is transforming the landscape of member engagement including financial education, decision making, and member empowerment. It is important to expand our vision and understanding of what AI is and can do. AI is more than a bot to type in questions and answers. It offers lightning-fast decision making, analysis of data, and a wealth of other considerations to build efficiencies, increase real time engagement and influence decisions members and credit unions make.

How might credit unions strategically harness modern AI tools to revolutionize their financial wellness programs?

How might credit unions create a more personalized, accessible, and effective member experience? 

Discover key questions and action steps to strategically map out safe financial tool implementation, building strategic fintech partnerships, seamlessly integrating AI-driven recommendations into traditional financial counseling and product frameworks.

We'll examine how these transformative technologies can enhance member engagement while ensuring equitable access across diverse communities. Special focus will be given to bridging both digital and financial education gaps, demonstrating how AI-powered solutions can create comprehensive support systems that truly empower members on their journey toward financial wellness and success.

Our esteemed panelists are:

• Aaron Long, Head of Business Development, Zest AI
• Blesson Abraham, CEO and Co-Founder, AviaryAI
• Shirley Senn, Chief Community Impact Officer, New Orleans Firemen's Federal Credit Union

Andy Manthei, Change Cultivator of GreenPath Financial Wellness is moderating the session. 

REGISTER NOW

Keep reading to learn about the panelists and moderator. 

Aaron Long
Head of Business Development
Zest AI

As Head of Business Development, Aaron Long leads the company’s efforts to showcase the transformative impact of Zest AI’s technology. He empowers forward-thinking lenders to modernize their underwriting processes and to unlock the full potential of artificial intelligence in credit decisioning. Aaron brings more than 25 years of experience with deep expertise in the credit industry having held leadership roles at American Express, Equifax, and Fiserv.

Blesson Abraham
CEO and Co-Founder
AviaryAI

Blesson Abraham is the CEO and co-founder of Aviary AI, a Y Combinator-backed company building AI voice agents for credit unions and financial institutions. Blesson got his start in the industry at BCU, then went on to found SavvyIntel, a credit union analytics company acquired by TruStage. He now works with credit union leaders across the country on one of the most underutilized opportunities in the space, using AI to proactively engage members at scale.

Shirley Senn
Chief Community Impact Officer
New Orleans Firemen's Federal Credit Union

Shirley Senn, CUDE, I-CUDE, is Chief Community Impact Officer at New Orleans Firemen’s FCU, where she advances financial inclusion and measurable community impact. A former CDFI researcher, grant writer, and ALM enthusiast, she supports credit unions nationwide in strengthening community development strategies. Shirley integrates technology and responsible AI to expand financial wellness and health, ensuring innovation serves underserved communities ethically and effectively. She is founder of Purple Bridges and sponsor of the FI SAFE Initiative and serves as a brand ambassador for Safe YOU and advisor to fintech and AI organizations focused on inclusive growth.

Andy Manthei
Change Cultivator
GreenPath Financial Wellness

Andy Manthei is currently a Change Cultivator with GreenPath Financial Wellness. Andy has been with GreenPath for 17 years and has empowered people to lead financially healthy lives in his previous role as a GreenPath Financial Wellness Certified Counselor. Before joining the GreenPath team, Andy was a credit union branch manager and loan officer.

Through his journey Andy has taken on leadership roles fiercely advocating as an Ally in several key IDEA(Inclusion, Diversity, Equity, and Access) initiatives at GreenPath including Innovations like Credit Escalator, Filene’s Racial Economic Equity Incubator, AACUC’s Generation Boost, and becoming an organizational Ally with CUPride.

Economic and Social Justice are key drivers of Andy’s work seeking paths to build trust and connection with marginalized and underserved communities to close racial wealth gaps through human centered design, behavioral science, and empathy so we can Remix the American Dream so it works for EVERYONE.