3 Phases to Banking AI Impact in 2027: Executive Planning and Virtual Beer Tasting

Join Glia and your peers for an interactive craft beer tasting paired with an executive briefing on establishing a secure and high-performing AI workforce.

Webinar Details

  • Date: September 10, 2026
  • Time: 6:00 p.m. EST


Webinar Details:

  • Duration: 60 minutes
  • Format: Craft beer tasting paired with an executive briefing

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Insights & Beer Tasting Experience

Craft a 2027 Banking AI Strategy That Drives Measurable Impact

Overview

Fintechs and digital-native banks captured 44% of all new checking accounts by early 2025. Regional and community financial institutions must adopt a banking AI platform to protect their market share and grow their assets. Data shows 82% of credit unions and 67% of banks are actively implementing new AI solutions, yet only 16% of these institutions have an enterprise-wide roadmap.

This invite-only virtual experience brings together banking leaders for a guided craft beer tasting paired with a practical conversation about strategy. We will explore the 2026-2027 Strategic Annual Planning Guide to help you build a structured path from experimentation to production. We outline a three-phase strategy to align your AI investments directly with your 2027 business objectives.
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What to Expect

  • Taste Craft Beer: You will participate in a history and tasting event centered around curated craft beers led by an expert guide
  • Create Efficiency: You will discover how to automate up to 80% of routine inquiries with AI agents to regain capacity for your frontline teams.
  • Prioritize Workflows: You will learn to proactively drive loan and deposit growth by scaling outbound engagement with Outreach AI.
  • Enable Universal Bankers: You will understand how equipping your customer care teams with AI copilots helps win and retain account holders.
KIT

Your Tasting Kit Includes

  • We will ship a premium kit of craft beers directly to your door.
  • You will receive real-time guidance and expert hosting from a professional guide.

Shipping & Registration Notes:

  • You must confirm your registration and shipping details by Thursday, August 27 to guarantee your tasting kit arrives in time for the broadcast.

  • We are unable to ship tasting kits to PO Box addresses.

  • Due to local regulations, kits cannot be shipped to Alaska, Hawaii, Utah, or Mississippi. For registrants in Utah and Mississippi, a premium, non-alcoholic artisan mixology kit will be shipped instead.

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Who Should Attend

This experience is designed for forward-thinking banking and credit union executives responsible for balancing customer experience with risk mitigation.

  • Executive leaders including Chief Executive Officers and Chief Operating Officers will benefit from this session.
  • Operations Managers and Customer Care Team Leaders should attend.
  • Digital Banking Teams and Innovation Committees are encouraged to join.

Whether you’re looking to grow your customer base or integrate Glia with your tech stack, we help you create connections that drive results.
Channel Partners
Lead your customers to the future-forward interaction platform they’ve been waiting for—with a partner that has your back at every step.
Integration Partners
Elevate your interactions without the heavy lift. Our pre-built integrations with leading tech partners let you drive instant value instead of adding extra work.
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How Banks Use DCS

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Increase Digital Channel Efficiencies
Reduce friction and increase the effectiveness of customer interactions with visual context. Streamline communications across channels in a single engagement that improves clarity and lowers abandonments. Deliver a seamless blend of AI self-service and live online banking support for optimal efficiency.
Expand Revenue Opportunities
Increase conversions by guiding customers on screen to find and apply for products that meet their needs, including loans, credit cards, and more. Accelerate sales with visual context and CoBrowsing to help dot the i’s and cross the t’s.
Amplify Customer Satisfaction
According to Forrester, 84% of customers start their customer service journey online. Enabling valuable on-screen engagement builds deeper loyalty through personalized, meaningful support, when it is most needed.
Drive New Customer Acquisition
Financial institutions that use Glia typically experience up to a 72% increase in new account conversions. Helping customers at their point of need eliminates sticking points and meets increasingly high customer expectations.
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