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A starting point
A first sketch of how the work could take shape, drawn from our conversation. It's a starting point, open for you and your team to talk through and shape together.
Louisiana's credit unions are in very different places with AI. Some hold back over the risks, others jump in with no guardrails around member data, and the smaller ones haven't come to you about it at all. Inside Luminate, the AI expertise isn't on your team yet, and you want Luminate to be the leader your members turn to on AI.
You see the opportunity in three places:
Underneath all three is the same balance you named: helping credit unions take hold of what AI opens up, and do it responsibly.
The discovery is the one small first step that's an easy yes, and what it turns up shapes everything that follows. It reads two things at once.
You walk away with a clear picture of where Louisiana's credit unions stand with AI, something no one in the state has put together yet. On its own, it shows you which members have started, which haven't, and what they need from the league. It also gives you a clear plan for the work ahead.
What the discovery turns up sorts out which of these matters most, and in what order.
I'd run the league through the same AI strategy process I use with individual credit unions: governance, staff capacity, and a few pilots. Luminate becomes a confident user of AI, and your team builds the capacity to carry the member work over time.
Your credit unions come together to share what's working, build partnerships, and coordinate on things like group buying. Large and small credit unions would be in the same room, with dedicated time for each.
A lighter version of the AI strategy process I run with credit unions, for a group instead of one at a time. I guide a small cohort through the key parts, and they put each one to work at their own credit unions along the way. It builds capacity in the credit unions most ready to start.
Once the discovery shows where your credit unions stand, the rest of the work takes shape. From there several streams can run at the same time and inform each other.
A rough sense of how the pieces overlap. The discovery sets the sequence.
Three questions worth working through together:
You'd work directly with me, Brent Dixon.
I've spent two decades in the credit union system. At Filene Research Institute I ran applied research and innovation programs with credit unions and leagues across North America. I co-led the first innovation unit to serve the United Nations Secretariat, and co-founded Trabian Technology, a studio that builds for banks and credit unions. Today I run Dixon Strategic Labs and write AI for FIs, a weekly newsletter on agentic AI for community financial institution leaders. I advise leadership teams on AI strategy, and help credit unions take on AI with judgment and the right guardrails.
From here, let's sit down with your team, talk through these questions, and figure out where to start.