Banking Strategies to Power Smart Decisions

View BAI Banking Strategies content, BAI research and other BAI thought leadership.

Webinar

Small business banking trends

Upcoming: May 15, 2024

Discover the latest trends and challenges for business banking customers. BAI conducted a survey of business owners to understand their priorities and challenges that will influence their strategies in the future....
Business Banking

Webinar

Customer acquisition: Leveraging data to attract and retain customers

Upcoming: May 8, 2024

Holly Hughes, BAI CMO, will share BAI’s latest survey results and host a conversation with Chris Phelan, Director, Sales Strategy & Analytics at Vericast, on actions to take to attract and retain customers while building lasting loyalty....
Marketing & Sales

Webinar

AI in the call center: How responsible AI impacts your employees and customers

Recorded: Apr 24, 2024

Join us for this complimentary webinar to hear a discussion on how Service 1st Federal Credit Union modernized their call centers with AI....
Customer Experience / Technology
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Webinar

State of U.S. Deposits

Upcoming: Jun 12, 2024

In this presentation, informed by BAI's latest consumer and small business weekly deposit data and our team of industry analysts, we will address the latest trends in deposits and what we expect to unfold this year and into 2025....
Business Banking / Consumer Banking

Webinar

Align policies and procedures to support responsible innovation and deposit growth

Recorded: Apr 4, 2024

In this webinar, we’ll focus on practical insights and resources to put banking policies into practice. We’ll explore recent enforcement actions as they relate to unsafe practices. And the conversation will include the role of policies and procedures in supporting...
Compliance, Regulation & Risk

Webinar

Designing better courses: Fundamentals of instructional design

Recorded: Mar 21, 2024

Engaging learners during compliance training is a challenging task. Training is a crucial component to developing your organization’s employees, but if the material isn’t relevant and engaging, learners will struggle to retain key concepts and complete each course in a...
Compliance, Regulation & Risk

Webinar

State of U.S. Deposits

Recorded: Mar 19, 2024

Join us for the March installment of the state of U.S. deposits webinar series to learn the latest consumer and small business industry trends. To help financial services leaders navigate current market conditions, BAI Research leverages insights from financial services...
Business Banking / Consumer Banking

Webinar

Breaking industry barriers: New avenues of growth for credit unions and banks

Recorded: Mar 14, 2024

Increasing competition from fintechs, neolenders, and tech giants is compelling banks and credit unions to seek out innovative business models to expand and diversify their sources of revenue. By embracing strategies such as distributing financial products through retailer websites and points of sale or creating value-added bundles that include both financial and non-financial partner products, financial institutions have the potential to achieve up to 20% increases in revenue. Join us for this complimentary BAI webinar to hear FintechOS’s Mariana Henriques speak with Matt McCombs, President and CEO of Vibrant Credit Union, a 50,000-member financial institution serving Iowa, Illinois and Indiana, about how they reinvented their direct origination business.
Technology

Webinar

Differentiate with frictionless CX: Best practices to maximize client value and reduce costs

Recorded: Mar 27, 2024

Complex regulations, AI-enabled business change, increasingly uncertain economic landscape, changing customer expectations… The list goes on when it comes to the challenges today’s banking leaders must address to achieve their key goals. Aberdeen Strategy & Research recently finished a study of how financial firms around the world plan and execute customer experience (CX) and operational programs. The findings revealed that balancing cost-cutting measures, such as growing use of self-service, while elevating the quality and consistency of customer experiences reigns supreme. However, achieving these goals is not easy. For that, firms must minimize and address friction across the broader CX value chain — spanning all business departments.
Customer Experience

Webinar

Mastering customer engagement in banking: A roadmap to success

Recorded: Feb 28, 2024

In 2024, banking leaders are tasked with growing deposits and increasing customer satisfaction, but how can they achieve this while balancing technology advancements and ensuring they retain top talent? End-to-end customer engagement is the cornerstone of this strategy, with 98% of...
Customer Experience

Webinar

Navigate SMB lending: Best practices in an evolving landscape

Recorded: Jan 24, 2024

The discussion will cover key strategies and best practices to drive profitability and offer insights to stay ahead of the curve and position your institution, big or small, for success in small business lending....
Business Banking

Webinar

2024 banking and consumer trends

Recorded: Jan 18, 2024

Join us to learn the latest consumer and banking trends impacting 2024 and beyond. You'll hear results from our annual BAI Banking Outlook survey, which deep dives into the banking preferences and priorities of executives from leading financial institutions and...
Consumer Banking

Webinar

Enterprise risk ratings: Unlocking the power for your financial institution

Recorded: Jan 11, 2024

Enterprise risk ratings contribute to a standardized approach to evaluate and communicate the level of risk across an organization. They help decision-makers make informed choices and prioritize risk management efforts. Risk ratings can also enhance learning and development in financial...
Compliance, Regulation & Risk

Webinar

New CRA final rule: What to expect and how to prepare

Recorded: Dec 14, 2023

The Community Reinvestment Act (CRA) was designed to encourage commercial banks and savings associations to help meet the needs of borrowers in all segments of their communities, including low- and moderate-income neighborhoods. Recently, a final rule was announced that updates...
Compliance, Regulation & Risk

Webinar

State of U.S. Deposits

Recorded: Dec 6, 2023

In this presentation, informed by BAI's latest consumer and small business weekly deposit data and our team of industry analysts, we will address the latest trends in deposits and what we expect to unfold as we look ahead into 2024....
Consumer Banking

Webinar

What everyone must know about cybersecurity: Beyond the basic phishing and poor passwords

Recorded: Nov 30, 2023

In this webinar, Sai Huda, CEO, CyberCatch, a globally recognized cybersecurity expert and author of the best-selling book, Next Level Cybersecurity, will cover what every role in your financial services organization needs to know about cybersecurity, going beyond basic phishing...
Fraud Prevention

Webinar

Social media strategies for financial institutions

Recorded: Nov 8, 2023

Join us for a conversation with Alessandra Pecoraro, Senior Manager of Performance Marketing & Analytics at Vericast to learn what you need to consider as you build your institution's social media strategy for 2024....
Marketing & Sales

Webinar

Improve your lending experience while de-risking your portfolio

Recorded: Nov 14, 2023

Join us for this complimentary webinar to learn how you can use enterprise intelligence to find the optimal borrowers to transform your lending portfolio. See how the strategic application of smart forms technology and transformed omnichannel communications will streamline onboarding,...
Marketing & Sales

Webinar

Marketing strategies to increase account acquisitions

Recorded: Oct 19, 2023

Join us for a conversation about how the integration of market intelligence and media mix expertise can bring new checking account volumes and allow your financial institution to tailor their marketing initiatives to lead to a more effective resource distribution,...
Marketing & Sales

Webinar

What you need to know about AI

Recorded: Oct 12, 2023

Join us for this complimentary BAI webinar to hear insights about many of the key questions financial services organizations have with AI along with what resources are available to help them create AI policies to help safeguard company information....
Technology

Webinar

Banking ahead of the curve: A framework for the future of credit

Recorded: Oct 4, 2023

Join us for this complimentary webinar as Chris Stanley and Pam Bickel from Moody’s Analytics explore an emerging framework for the future of lending, and how it can influence your approach to growing profitably and fostering strong client relationships....
Consumer Banking

Webinar

Payment innovations: How to maximize growth and prevent fraud

Recorded: Sep 21, 2023

In this webinar, we will cover how banks, credit unions, fintechs, retailers, and other participants in the payment ecosystem can tap into these new innovations to fuel growth. We will also cover how businesses can identify fraudulent activity to ensure...
Fraud Prevention / Payments

Webinar

Faster payments, faster fraud? How to stay ahead of the fraud race in an instant world

Recorded: Sep 27, 2023

Offering real-time payments (RTP) can provide a number of benefits to financial institutions (FIs) from attracting new customers to enhancing the customer experience. For small and mid-market FIs offering instant payments can also provide a competitive edge. However, FIs need to...
Fraud Prevention / Payments

Webinar

State of U.S. Deposits

Recorded: Sep 20, 2023

Join us for the latest view of the state of U.S. deposits. To help financial services leaders navigate current market conditions, BAI Research leverages insights from industry leaders and an industry-leading data network to report on the latest trends and...
Consumer Banking