Define safe use
Clarify which AI uses are allowed, which require approval, and which are prohibited.
AI policy support
Credit union AI policy template.
A useful AI policy should be operational enough for employees and managers to follow, while leaving room for governance, vendor review, and escalation as AI tools change.
Practical framework
Build a record your team can discuss.
Set data rules
Explain what employees may not enter into AI tools, including member data and confidential internal materials.
Connect to vendor review
Require structured review before AI vendors support member-facing, operational, or high-risk workflows.
CAI workspace
Move from checklist to review packet.
CAI helps credit union teams structure AI vendor intake, evidence gaps, controls, and decision records for internal review.