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In The News

Check out news coverage of BAI Research’s newest study, Competing in the Retirement-Dominated Future

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Research For Purchase

Below please find our recently completed research available for purchase.

Retirement National Study

As Seen in BAI Banking Strategies Magazine

Luring Money in Motion   (November/December 2007)
BY PAUL McADAM, AJAY NAGARKATTE, ROBERT B. HEDGES Jr. AND TERESA EPPERSON
How Banks Can Attract Retirement Assets

Carving up a Piece of the Retirement Pie  (September/October 2007)
BY KENNETH CLINE
Banks will need to overcome weaknesses in brand image and marketing in order to capture more assets from retiring baby boomers.

Customer Experiences Rule  (November/December 2006)
BY PAUL MCADAM AND B. JOSEPH PINE II
New research by BAI indicates that improving the customer experience is the best means for retail banks to differentiate themselves and avoid commoditization.

As Seen In BAI Banking Strategies Retail Delivery Insights newsletter

Mission and Market Key to Branch Placement  (DECEMBER 19, 2007)
Before building new branches, banks need to first consider what their underlying goals are and understand exactly what market they are trying to reach.

Customer Centricity: Foreign Threat? (SEPTEMBER 12, 2007)
U.S. banks are laggards in adopting a “customer centric” marketing strategy. As a result, foreign banks in the forefront of this strategy are likely to enter the United States and gain market share at the expense of domestic institutions.

Pricing Still Key for Small Business Banking  (JULY 5, 2007)
“Price is still at the top of the list for business clients when they are considering whether to stay or switch to another bank,” said Donald Raftery, a managing director at Greenwich Associates in Greenwich, Connecticut.

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