Archive Section

The Quest for Deposits (pdf)
This major, multi-client landmark study, conducted by BAI and its research partners Novantas, MarkeTech Systems International, McGuire Performance Solutions and Demos Solutions, investigated the approaches that best help large financial institutions maximize the acquisition, retention and expansion of depositor relationships. It looked within numerous major banking organizations for patterns, practices, insights and breakthroughs and spawned BAI’s Deposit Performance Benchmarking, which utilizes actual customer data when comparing a bank’s performance across more than 65 participant-defined metrics.

BAI/Forrester Survey On Technology Priorities (pdf)
In February 2002, BAI and Forrester Research surveyed 165 banking executives about their technology and internet priorities for 2002. The survey revealed that improving customer retention through online customer service is a top business and technology priority for banks. Enhancing online customer service functionality, understanding customer needs and the appropriate alignment of key performance metrics were also identified as key initiatives.

The Revenue Growth Challenge in Retail Banking (pdf)
Banks have been under increasing pressure to demonstrate internal revenue growth as acquisition activity has slowed in retail banking and easier profit enhancements have already been realized. BAI and First Manhattan Consulting Group have teamed up to address this pressing issue. Learn what makes retail revenue growth so difficult for banks and gain perspective on the outlook for future growth.

Competition, Innovation, and Strategy in Financial Services (pdf)
This research project was sponsored by BAI and Unisys Corporation and led by faculty of The Wharton School Financial Institutions Center. Based on the Wharton view of competition and strategy, the project explores a new approach to generating and assessing strategic options within the financial services industry. Click the link above to read more about this study and to download a free white paper.

Survival on the Front Lines: Best Practices in Building a Sales Culture (pdf)
Take a comprehensive look at sales cultures at community, mid-sized and large banks in North America. Learn about the four key components of a successful sales culture and the 18 actionable and tactical best practices, guaranteed to improve bottom-line performance. Benefit from the study's pragmatic approach that yields valuable insights on what worked - and why? What didn't work - and why not?