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AI and the Future of Relationship Banking

Discover how financial institutions can use AI to reduce friction, improve service and support employees without sacrificing the judgment, accountability and personal relationships customers value.

Upcoming
DATE

Wednesday, November 18, 2026
11:00 am - 12:00 pm

INSTRUCTOR

Skip Willcox

FORMAT

Webinar

$299.00 or 1 Token

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Accounting/Reporting
  • Artificial Intelligence (AI)
  • Auditing
  • BSA
  • Collections
  • Commercial/Business Lending
  • Compliance
  • Computer Skills
  • CRA Compliance
  • Customer Service
  • Deposit
  • Deposit Accounts
  • Deposit Compliance
  • Fraud
  • General Compliance
  • Human Resources
  • Information Technology/Security
  • IRAs
  • Lending
  • Lending Compliance
  • Management/Employee Development
  • Mortgage Lending
  • Reporting
  • Risk Management/Legal
  • Safe Deposit
  • Sales
  • Technology/Security
  • Teller
  • Transaction Compliance
  • Trusts
  • Bank Legal Counsel
  • Bank Secrecy Act Officer/BSA Specialist
  • Board Member
  • Branch Manager
  • Commercial Lender
  • Community Reinvestment Act Officer
  • Compliance Officer
  • Consumer Lender/Retail Banker
  • Controller/Accountant
  • Credit Analyst
  • Customer Service Representative
  • Deposit Operations Manager/Specialist
  • Facilities Manager
  • Human Resources Officer
  • Internal Auditor
  • IT Professional
  • Loan Closer
  • Loan Operations Manager/Specialist
  • Marketing Officer/Business Development
  • Mortgage Lender
  • New Accounts Representative
  • Privacy Officer/Information Security Professional
  • Private Banker
  • Risk Manager
  • Security Officer
  • Senior Management
  • Small Business Lender
  • Teller
  • Training Manager
  • Trainer
  • Trust Officer
  • Workout Specialist/Collector

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Artificial intelligence is already changing financial services, often through the systems and vendors institutions use every day. The real question is no longer whether AI will play a role, but how to use it responsibly without weakening customer trust.

This practical webinar examines where AI can improve efficiency, organize information, strengthen customer communication and prepare employees for better conversations. It also addresses where human judgment must remain central, particularly in lending, compliance and other decisions with significant customer consequences.

Participants will leave with a clear framework for evaluating AI use cases, establishing employee boundaries, asking better questions of vendors and launching a responsible 90-day pilot.

What You'll Learn

By the end of this webinar, participants will be able to:

  • Distinguish among automation, predictive AI, generative AI and agentic AI.
  • Identify practical AI applications that reduce administrative work and improve the customer experience.
  • Determine where human judgment, review and accountability must remain.
  • Evaluate AI risks based on the potential consequences of an error and how difficult the result is to reverse.
  • Establish clear guidelines for employee AI use and evaluate third-party providers.
  • Build a practical 90-day plan for selecting, testing and measuring an AI pilot.
  • Measure whether AI strengthens both operational performance and customer relationships.

Who Should Attend

This webinar is designed for professionals working in banks, credit unions, mortgage companies and other financial-services organizations, including:

  • Executive and senior leaders
  • Retail, commercial and mortgage lending professionals
  • Branch and sales leaders
  • Operations and customer-service teams
  • Compliance, risk and information-security professionals
  • Marketing and business-development teams
  • Training, learning and development professionals
  • Anyone responsible for selecting, governing or using AI within a financial institution.
Skip Willcox

Instructor Bio

Skip Willcox, AMP, CMB has spent over 20 years in the mortgage and banking industries. He is recognized as a thought leader and business development expert throughout the country. Through experience, networking, extensive industry involvement, as well as a “back to basics” approach, Skip has leveraged his time at top sales positions in mortgage and banking to help others grow.


Skip is a life-long Georgian, currently residing in Dublin, Georgia. Skip attended The University of Georgia, graduating with degrees in Economics and Political Science. Throughout his career, he has directly helped hundreds of people achieve the dream of homeownership through mortgage origination and partnering with financial institutions.


Known for his direct and straight forward, yet humorous style, Skip started coaching and training clients several years ago. Now, as CEO of Kairos Sales Group, he specializes in growing business in the mortgage, banking, real estate and related fields to help professionals close more, do more and be more. Additionally, Skip is the host of The Big Skip Energy Podcast and started a new show called Ain’t My First Mortgage Podcast which brings on the most relevant and impactful mortgage thought leaders to share their knowledge.

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