#4099: THRIVE's Anne Legg Shares Credit Union Data and AI Priorities for 2026...

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THRIVE’s Founder/CEO Anne Legg joined us on the show to highlight her latest whitepaper on “Data & AI Priorities for Credit Unions in 2026.”

Anne shared a quick overview of her whitepaper, clarifying why data and AI matter more than ever today -- identifying six themes  that will shape how credit unions navigate next year:

1. Technology Transformation
2. Efficiency and Growth
3. Member-Centric Innovation
4. Engagement & Community
5. Data Utilization & Communication
6. Change & Adaptability

She also posed three questions to guide a credit union’s next steps in this area:

1. Where are we today? Which of the six themes are already strengths, and which represent gaps we need to close? 
2. How will we measure impact? What metrics will tell us whether efficiency, personalization, and engagement are truly creating value for members and our organization? 
3. What capabilities must we build? Do we have the data, technology, and culture in place to act on these priorities — and if not, what should we focus on first?

Lastly, Anne provided a call to action that will spark action in this all-important area for credit unions to excel.

Q&A summary
What is the main focus of the white paper discussed in the podcast?
The white paper highlights the data and AI priorities for credit unions in 2026, emphasizing the importance of integrating data with AI to enhance member services.
What are the six themes mentioned in the white paper that will shape credit unions in 2026?
The six themes are designed to help credit unions navigate the evolving landscape, focusing on technology, member engagement, and operational efficiency.
How can credit unions operationalize innovation according to the podcast?
Credit unions can operationalize innovation by discussing the white paper with their teams, identifying actionable insights, and implementing small, manageable changes.
What is the significance of measuring member impact as discussed in the podcast?
Measuring member impact is crucial for understanding how well credit unions are addressing members' needs, which in turn informs adjustments to services and strategies.
What role does AI play in enhancing member relationships according to the discussion?
AI can automate mundane tasks, allowing member service representatives to focus on building deeper, more human connections with members when they need assistance.
What is the call to action for credit unions at the end of the podcast?
The call to action is for credit unions to identify one small pain point to address, fostering a culture of continuous improvement and member-centric service.

Check it out and let us know your thoughts. And be sure to watch the entire episode below for all the details.