For community banks & credit unions
Is your team ready to use AI safely?Find out in three minutes.
Example from the Foundation course. Synthetic data.
Assess. Train. Build.
- Free
Assess
Twelve questions. Score, top gap, next step.
Question 1 of 12 Do you know which AI tools you are allowed to use for work?
- Course
Train
Practice on synthetic data until the habit sticks.
Module 2 · Build a Message Rewriter Before
Make this sound better: Mary Jones called about account 4412.After
Rewrite this redacted internal note. Do not add facts. Make the action, owner, and deadline clear.
The strong prompt keeps the useful structure while removing sensitive identifiers.
- Toolbox
Build
Skill files your team runs and reviews.
skills/exception-report.md # Exception Report Skill - v1.0 ## Constraints - Never include full account numbers — use masked format (last 4 digits only: XXXX-1234). - Never make a regulatory determination about whether an exception constitutes a BSA/SAR reportable event. Flag any exception involving unusual cash activity with [BSA REVIEW — DO NOT RESOLVE WITHOUT COMPLIANCE]. - Do not resolve or close exceptions in the report — this is a status and routing document only.
Check a prompt for customer data before you paste it.
Type or paste a prompt you would send to an AI tool. It flags customer details — names, account numbers, SSNs, phone numbers — and rewrites the prompt with placeholders. It runs in your browser; nothing you type leaves this page.
Found 6 customer details
- Customer name
John Smith - Account number
0042871 - Date of birth
04/12/1981 - Social Security number
•••–••–4829 - Phone number
(555) 123-4567 - Dollar amount
$83.17
Safer version
write a quick reply to [customer name] — he’s furious we charged him 3 overdraft fees in one day on account [account number]. dob [remove — not needed], ssn [remove — not needed], cell [remove — not needed]. balance is [amount]. wants them reversed
A pattern check, not a judgement — it can miss things. A named person still reviews before anything is used.
Free checklists, reference cards and playbooks.
Real checklists, cards and playbooks. Free.
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Impact
What are a few hours a week worth?
Set your team size, cost and hours. The value updates as you move.
Estimated annual value recaptured
$357,572
Illustrative estimate from your inputs. Math: FTE × weekly hours × loaded hourly cost × 50 working weeks. See the assumptions.
CFO note: this is recaptured labor capacity, not guaranteed savings or a projected efficiency-ratio change. The financial result depends on whether those hours are eliminated, redeployed, or converted into measurable throughput.
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