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Your Pocket Guide Companion

This guide was designed to give you a compact, practical starting point for mastering AI in financial services.
On this page, you can:
Download a digital copy of the guide
Explore the original sources that inspired it
Connect with the Hapax team to put these ideas into action

Your Pocket Guide Companion

iPhone mockup
This guide was designed to give you a compact, practical starting point for mastering AI in financial services.
On this page, you can:
Download a digital copy of the guide
Explore the original sources that inspired it
Connect with the Hapax team to put these ideas into action
Download

Practical AI Insights for Banks and Credit Unions.

This pocket guide distills essential strategies and real-world use cases to help your team move faster with AI.
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Beyond the Pocket Guide

The ideas in your pocket guide came from a few places we think are worth sharing in full. Whether you're looking to bookmark, read later, or pass them along β€” here's where to find the original sources.

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3 Strategies for AI Adoption at Banks

There are many ways to integrate AI into your institution, but these 3 strategies are what we've seen the most. Pick the one that aligns best with your culture and develop an Enterprise AI strategy that will scale with you.

The Banker's Guide to Crafting the Perfect Generative AI Prompt

The fastest path to value with Enterprise AI is ensuring your team is enabled with the right education, training and resources. This prompt guide can help your team quickly get up to speed on what's possible with Generative AI.