From a cautious first step with ChatGPT to a full AI roadmap — executive workshops, vendor selection, real-time dashboards, and intelligent agents deployed across the organization.
Copper State Credit Union knew AI was reshaping financial services — but they needed a trusted partner who understood both the technology and the unique demands of a member-owned institution. Telegraph AI embedded with their executive team to build a strategy that was practical, cost-effective, and built for long-term ROI.
A multi-day on-site workshop that aligned Copper State's leadership team around AI — from foundational literacy to hands-on agentic workflow mapping. Executives moved from cautious ChatGPT users to confident AI strategists with a clear roadmap tailored to their credit union.
CompletedTelegraph AI led the full vendor evaluation process for back office automation and internal knowledge sharing — interviewing candidates, negotiating pricing, and cutting through the noise of a crowded AI market. Copper State invested with confidence, not guesswork.
CompletedReplaced a cumbersome 9-tab Excel file with a real-time dashboard tracking member experience metrics across all channels and branches — powered by AI insights and actionable recommendations that leadership can actually use.
LiveAn intelligent agent that monitors the news landscape, curates relevant stories, and delivers a personalized daily briefing to each role in the organization — with AI-generated insights tailored to what matters most to each team member.
In DevelopmentTelegraph AI partnered with Copper State's CEO and CTO to conceptualize and develop a new fintech product aimed at Gen Z and millennial members — using AI to research the market, define product requirements, conceptualize the user experience, and stress-test the business model. The goal: make banking feel effortless for the next generation of members.
In DevelopmentTelegraph AI partnered directly with Copper State's CEO to build a fully web-based pitch deck designed to attract other credit unions into a strategic partnership. Far beyond world-class graphics — this deck was built using Claude Code, bringing next-level business strategy thinking to every slide. The result is a living, shareable experience that communicates vision and value in a way a PowerPoint never could.
Completed
We knew we wanted to embrace AI, but we didn't know where to start or how to avoid costly mistakes. Before working with Bart Morse, our executive team had various levels of understanding, and we lacked a clear path forward.
His on-site AI adoption workshop transformed our leadership's mindset around the technology. We've gone from cautiously using ChatGPT to confidently mapping out agentic workflows across the organization that will free our people from repetitive tasks so they can do higher-value work that better serves our members.
What made Bart invaluable wasn't just his AI expertise — it was his ability to translate that knowledge into a clear roadmap tailored to our credit union. He interviewed vendors, negotiated pricing, and helped us navigate the Wild West of AI in 2026. He saved us from making expensive mistakes and gave us confidence that we're investing in the right technologies.
In an industry where staying competitive means both attracting top talent and delivering exceptional member experiences, having a trusted AI advisor who understands credit unions has been critical. For any credit union looking to build an AI strategy that drives real ROI, Bart is the trusted advisor you need.
Talk to ALEX for a free 5-minute discovery call. We'll figure out exactly where AI can move the needle for your organization.
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