Eltropy AI Certification
for Credit Union & Community Bank Employees
Short Course | Beginner | Hands-on Training & Video Lessons
Instructor: Saahil Kamath
The Al Certification course at the 2025 Emerge, hosted by Eltropy, was both insightful and educational.
Attendees explored the history of Al, gained a roadmap for its future, and received hands-on training in how Eltropy is leveraging Al and Generative Al to enhance both staff and member experiences today. TruStone looks forward to putting this knowledge into action with the launch of our Gen Al chatbot later this year.
Thank you, Eltropy, for your commitment to education and training, it truly reflects your strength as a partner.
Kate Alter
AVP Enterprise Application of Trustone Financial Credit Union
What You'll Learn?
About This Course
AI Foundation & Agentic Automation
Objective
Equip all credit union and community bank employees – from frontline staff to back-office teams – with foundational knowledge of AI, practical understanding of Agentic AI, and hands-on skills to interact with AI tools that improve consumer experience and operational efficiency. In addition, the course will also emphasize the responsible use of AI, regulatory compliance specific to the financial industry, and strategies for long-term, sustainable AI adoption.
Outcome
Build awareness and readiness to confidently work alongside AI in financial services to support consumer experiences and operational efficiency.
Course Format
Foundation
Introduction to Agentic AI in the credit union and community bank context with real-world applications and responsible use with regulatory considerations, using animated explainers + expert-led talking head videos.
🕑 ~1.5 hours (self-paced)
Assessments
Prepare for hands-on interaction and check knowledge retention with short quizzes after each core module.
🕑 ~0.5 hours (self-paced)
Hands-On Practice
Build your own bot and engage with AI assistants & intelligence in a guided hands-on simulation offered at flexible time slots to suit individual learning pace.
🕑 ~4 hours (multiple slots)
Certification
Final assessment on completion of hands-on tasks with an official certificate from Eltropy recognizing foundational competence in using AI in financial services.
Course Outline 10 Videos | 4 Quiz
Video 1
AI 101 – What is AI & Its History
Evolution of AI, types of AI (narrow, general), historical milestones, relevance to credit unions and community banks today
Video 2
Introduction to Generative AI
How generative AI works (LLMs, diffusion), common tools (e.g., ChatGPT), and real-world applications
Quiz 1
AI Fundamentals Check
Test comprehension of core concepts from AI 101 and generative AI
Video 3
What is Agentic AI?
Definition, key traits (goal-seeking, autonomous action), and real use cases in credit unions and community banks
Quiz 2
Agentic AI Check
Understanding of autonomous AI vs. traditional automation, risks, and controls
Video 4
AI for Consumer & Employee Experience
How AI enhances both external (consumer) and internal (staff) experiences, productivity, and personalization gains
Video 5
AI Chat Agents for Consumers
How to use and maintain conversational agents that resolve FAQs, payments, loan info, etc.
Video 6
AI Voice Agents for Consumers
Deploying and managing voice bots to handle calls, routing, and simple service workflows
Video 7
AI Assistants for Workforce
Tools that help staff with knowledge lookups, summaries, internal workflows (e.g., AI co-pilot for support reps)
Video 8
More Workforce AI Use Cases
Additional examples: Writing assistants, translation, and regulation Use case
Video 9
Responsible AI, Validation & Testing
Best practices, testing AI outputs, avoiding bias, protecting consumer data, and adhering to regulatory guidelines
Video 10
Driving Adoption: Consumer & Staff Buy-In
Communication strategies, change management, and continuous improvement for AI tools in daily operations
Hands-on Training
Build Your Own Bot Using Eltropy’s AI Agents
Build your own bot using Eltropy’s Sandbox.
Compliance & Risk Awareness
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Responsible AI usage in a regulated financial environment
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Understanding of risk mitigation, auditing AI decisions, and privacy
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Ensuring AI outputs are tested, explainable, and ethical
Instructor
Saahil Kamath
VP of Products & Head of AI at Eltropy
Saahil serves as the VP, Product at Eltropy, the leading provider of digital communication platform for credit unions and community banks. Prior to joining Eltropy, he co-founded and served as the CTO of Marsview.ai Inc., a Silicon Valley-based API platform for voice and chat intelligence. Marsview.ai earned the “Best Use of AI in Fintech” award in 2021 and was acquired by Eltropy in 2022. Saahil’s passion for AI innovation has made him one of the most trusted voices in the Fintech space, where he continues to drive advancements in AI technology and its applications.
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