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CUMA Credit Union Survey
Credit Union Survey
Please answer based on your day-to-day work.
It should only take
4-6 mins
of your time and is completely anonymous.
1.
What is your role?
2.
How often do you use AI tools for work?
Daily
Weekly
Monthly
Rarely
Never
3.
Which tools do you use? (Multi-select)
ChatGPT
Microsoft Copilot
Google Gemini
Other
4.
Top tasks you use AI for today (Multi-select)
Drafting emails, member communications, or internal updates
Creating reports, board papers, or executive summaries
Summarising documents or meetings
Marketing content and campaign support
Process automation (back-office workflows)
I don’t use AI yet
Other
5.
Trust in AI answers (overall)
1 No trust
2 Low
3 Neutral
4 High
5 Very high
1 No trust
2 Low
3 Neutral
4 High
5 Very high
6.
When AI gives an answer, do you check it?
Always
Often
Sometimes
Rarely
Never
7.
What do you see as the biggest barriers to adopting AI? (Multi-select)
Data quality issues
Regulatory uncertainty
Member trust concerns
Cost / budget constraints
Lack of internal expertise
Legacy systems
Unclear ROI
Cultural resistance
Other
8.
Do you have access to an approved AI tool at work?
Yes (company account)
Yes (personal account)
No
Not sure
9.
When using AI tools, what types of data have you entered or would you consider entering?
Publicly available information
Internal company information (non-sensitive)
Client or personal information
I haven’t used AI tools yet
I’m not sure what’s appropriate
10.
Short term (0–6 months): how will AI affect your role?
Improve efficiency
Enhance learning
Content creation
Other (please specify)
11.
Medium term (6–18 months): how will AI affect your role?
Improve efficiency
Enhance Learning
Content Creation
Other (please specify)
12.
Long term (18–36 months): how will AI affect your role?
Improve efficiency
Enhance Learning
Content Creation
Other (please specify)
13.
Where has AI already saved you time? (Multi-select)
Drafting emails and routine communications
Preparing reports or board papers
Summarising documents or meetings
Data analysis and insight generation
Automating back-office processes
Not yet / no wins
14.
Rough time saved per week
0 hours
<1 hour
1–3 hours
4–7 hours
8+ hours
Not sure
15.
Where should we apply AI first? (Rank top 5)
Member service automation (chat, email responses)
Fraud detection and transaction monitoring
Credit risk and underwriting support
Back-office process automation
Data analysis and management reporting
Marketing personalisation and member engagement
Document processing (applications, ID, forms)
Internal productivity (report drafting, summaries)
Other (please specify)
16.
What business result matters most?
Speed (cycle time)
Cost (hours / spend)
Quality (accuracy / brand)
Revenue (win rate / pipeline)
Client/tenant satisfaction
Innovation
17.
Your best AI idea in one line
18.
Your AI skill level (Single choice)
Beginner
Intermediate
Advanced
Expert / builder
19.
What training would help?
60-min basics (safe, smart use)
Role prompts (my job tasks)
Data & privacy do’s/don’ts
Advanced prompting & automation
Building simple agents / workflows
I don’t need training
20.
What is your overall view of AI?
Positive
Neutral
Negative