01-21 and 01-28-2025 1:00 PM EST

Many banks are considering how ChatGPT can be integrated into their daily operations. Their reluctance to dive in has been due to regulatory concerns and potential increases in business and reputation risks. The potential benefits, however, cannot be ignored. Policies and procedures can help manage the risks. ChatGPT will allow community banks and credit unions to improve their performance in ways previously available only to their larger competitors. ChatGPT applications have been developed for lending, small business, internal audit, customer service, fair lending, and many other areas. During this webinar, Michael Marcucci CRC, CIA, a ChatGPT consultant with over 30 years of credit risk experience, will show you step-by-step how to put together your own bank applications. You don’t need prior programming experience to become a ChatGPT expert. Michael will go step-by-step, showing you how to replicate many of the banking applications that are already in use and offer instruction for ChatGPT applications that you may be considering. He will also discuss the regulatory framework surrounding ChatGPT implementation. 

During this informative webinar, our expert speaker will discuss:

• Adopting ChatGPT policies and procedures and other important controls
• Benefits and risks associated with using ChatGPT in a banking environment
• ChatGPT basics
• Hands-on guidance and examples of using ChatGPT for credit analysis, CRA analysis, customer service, internal audit, and more
• How to build your own ChatGPT banking applications
• Q&A session

Summary Outline for each Session:

Day 1: ChatGPT Basics

• ChatGPT Overview
• Overview of Regulatory Considerations
• Policies
• ChatGPT Basics
• How to access ChatGPT
• Mastering prompts
  • What prompts work best for generating and summarizing information
  • What questions you should ask ChatGPT to get the work product you want
  • How you can get the most accurate results
• Using ChatGPT for various purposes, etc.
• Q&A Session

Day 2: Building ChatGPT Applications

• Using the Best Data—Technical Issues to Avoid
• Building Applications
  • Examples: Loan Underwriting, CRA, Audit
  • Your applications
• People and Trends to Follow
• Q&A Session