Unlocking the Power of Bot Technology and AI in Financial Institutions
About This Course
This webinar helps financial institutions cut through the hype and clearly understand how bot technology and artificial intelligence can be used together to drive operational excellence. Attendees will learn the practical differences between AI and automated tasks, where each delivers the greatest value, and how institutions are applying these tools across operations, payments, fraud detection, and compliance. By examining real-world use cases, benefits, and challenges, participants gain actionable insight to adopt automation and AI responsibly, improve efficiency, reduce costs, and strengthen risk and compliance outcomes.
Topics covered in this course
- Automation vs. Artificial Intelligence
- Bot Technology in Action
- AI for Advanced Insights and Risk Management
- Adoption Considerations and Best Practices
*This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
Your Instructor
Throughout her career, Terri has served as a leader in the payments and fraud prevention industry, providing education, risk management and compliance consulting and support services geared toward the specific needs of financial organizations.
Terri is an Advanced Certified Anti-Money Laundering Specialist, an At-Risk Adult Crime Specialist and an Accredited ACH Professional. Prior to founding Secura, Terri served as co-founder of Payments Information Circle (PIC), a service organization providing payments industry education, auditing, consulting, resources, and support services to financial organizations throughout the country. Prior to her work at PIC, Terri also served as the President of GACHA, a non-profit, regional payments association where she provided strategic direction for financial institutions in the payments industry. Terri began her career in payments as a Senior Analyst with the Federal Reserve Bank of Atlanta where she provided training throughout the Sixth District and served on the Federal Reserve ACH Conversion Team that consolidated ACH Services for all branch locations in the Sixth District.
This course is covered under team memberships.
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