AI for Lenders: Smarter Tools for Sales Success

Key Takeaways: Lenders can use AI to build profiles on prospects and their companies ahead of meetings, helping them show up better prepared and anticipate borrowers’ questions. Setting aside just 10 minutes a day to experiment with AI is a simple, practical way to start building an AI-ready sales habit. Customizing AI settings with your role and objectives turns generic responses into tailored ones specifically to your work as a lender. Artificial intelligence is transforming how community financial institutions’ sales teams prospect, prepare, and connect with their customers. In this episode of Banking Out Loud, hosts Nancy Ozawa and Jo Ellen McKinley speak with Craig Kirkpatrick, co-founder of Optimal AdvisorAI, about the practical ways AI is reshaping sales roles in banking. The conversation explores how AI can act like a sales assistant, helping lenders rapidly prospect, prepare for customer visits, sharpen communication, and serve as a strategic prospecting partner. Craig also shares real use cases like building executive and company profiles before borrower meetings, and offers guidance on customizing AI settings, and finding just 10 minutes a day to start integrating AI into a daily sales routine. Guest:  Craig Kirkpatrick Cofounder Optimal AdvisorAI Host: Nancy Ozawa Chief Marketing Officer PCBB Co-Host: Jo Ellen McKinley  SVP, National Business Development Manager PCBB