Jun 23, 2025
Join Eric Cook, Chief Digital Strategist at WSI Digital and founder of The LinkedBanker, for an advanced dive into the transformative power of Artificial Intelligence (AI) in financial marketing. Building on the success of his 2024 Bank Marketing and AI Bootcamp, this next-level session explores deeper applications and strategic insights to help financial marketers level up their AI game. With over three decades of experience in both community banking and digital innovation—and recent recognition as WSI’s 2024 Agency of the Year—Eric brings a unique and trusted perspective on how AI is reshaping the way financial institutions engage, compete, and grow in the digital age.
This next-level seminar builds upon the foundational insights from last year’s Bootcamp and takes a deeper dive into how AI is actively transforming the future of marketing within financial institutions. Attendees will explore advanced strategies for leveraging AI to personalize experiences, enhance decision-making, and streamline marketing operations for maximum impact. The session also revisits and expands on common concerns—like job displacement and ethical use—providing a refreshed perspective on how marketers can future-proof their roles by embracing AI as a tool to elevate their value and drive innovation within their organizations.
In this interactive, hands-on session, you'll do more than just learn about AI—you’ll actively work alongside peers to build, test, and develop real-world solutions that you can immediately bring back to your bank. From generating marketing content to exploring automation workflows and data-driven personalization, this session emphasizes practical implementation over theory. Together, we’ll collaborate on exercises designed to show how AI can be a strategic partner in your day-to-day efforts, turning abstract potential into concrete tools that enhance your marketing, strengthen your team, and prepare your institution for the future.
PDF Brochure
8:30 am Registration
9:00 am Program Begins
12:00 pm Lunch
4:00 pm Program Adjourns
Who Should Attend?
Marketing and retail professionals, compliance officers, HR teams focused on training, technology leaders, and senior management will all benefit from this strategic and hands-on session. Whether you're responsible for implementing marketing strategies, shaping policy, training your teams, or setting the direction for digital transformation, this session provides practical and actionable insights into how AI can positively impact your organization at every level.
Participation Recommendations
To get the most out of this hands-on experience, attendees are encouraged to bring a laptop with internet access and the ability to interact with AI tools such as Microsoft Copilot, ChatGPT, Perplexity, Claude, Gemini, and other relevant technologies. Having access to these tools, especially paid versions, during the session will allow you to fully engage in real-time exercises and walk away with practical, AI-powered solutions ready to bring back to your institution.
Registration Fees
$295 First Person
$245 Each Additional Attendee
In this seminar will be held on Monday, June 24, 2025, at the IBA Center for Professional Development, 8425 Woodfield Crossing Blvd. Suite 155E, Indianapolis, IN. Directions, maps
and a list of local hotels are available on our website at indiana.bank or by calling 317-387-
9380. The program fees include training materials, continental breakfast, lunch and refreshments.
For more information contact Brooke McCormack at 317-387-9380 or bmccormack@indiana.bank.
Within three or more business days prior to the day of an educational program, no cancellation charge will be assessed. Within two days prior, 50% of the fee is assessed. Refunds are not provided for cancellations the day before or absences on the day of the program. Substitutions are welcome at any time.