Our Mission

BAI exists to give financial services leaders the confidence to make smart business decisions, every day. We are passionate about our mission and believe that a strong financial services industry helps consumers, businesses, and communities thrive.

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  • Powerful Tools

    Identify with unbiased perspectives, accurate and timely data, and comparative analytics.

  • Relevant Content

    Learn through interactive experiences, trusted research, and focused education and training.

  • Meaningful Connections

    Take advantage of opportunities for industry leaders and peers to build knowledge and expertise and discover new ideas and trends.


Tools to help your customers and organization through COVID-19

Get insights on how to maintain business operations while keeping employees and customers safe with these podcasts, articles, webinar and whitepaper.

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BAI Executive Report

Digital transformation takes on new urgency

Due to the COVID-19 crisis, bank customers and credit union members are turning to their institution's digital services more than ever. Get insights on how to exceed their expectations in the latest BAI Executive Report.

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BAI Podcast

Rising to the PPP Challenge

On this week’s podcast, Brian Mauntel, president of Heartland Bank in central Ohio, discusses how his community institution quickly worked through the obstacles of PPP and delivered for its small business customers.

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  • Driving Efficiency in the New Normal by Automating Reconciliation

    Jun 10, 2020
    Join us for this complimentary BAI webinar to learn about how you can generate operational efficiencies in the short term and plan for future growth by automating reconciliation.
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  • Empower frontline employees with a centralized knowledge base

    Jun 2, 2020
    Join us for this complimentary BAI webinar to learn more about how an AI-powered knowledge base can enable a consistent customer experience across physical and digital branches for your bank or credit union.
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  • The New Dimensions of Work: Are you prepared?

    Jun 11, 2020
    The coronavirus (COVID-19) pandemic is changing how we look at the business model and the future of work, specifically how financial service organizations can use technology to solve critical workforce challenges, in ways they never had to before.
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  • A customer-centric approach to call center authentication

    Jun 3, 2020
    Your contact center is the frontline of customer experience. It’s where sales are closed, problems are resolved, and loyalty is won. Your contact center can also be a customer’s “final straw” with your company. One in three customers will leave a brand they love after just one bad experience, and 92% would completely abandon a company after two or three negative incidents. Every interaction counts, starting with authentication.
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  • Web Accessibility: Compliance and Better Digital Customer Experience

    May 28, 2020
    In this webinar, you’ll hear insights from industry experts about key accessibility requirements as described in WCAG 2.1, including examples of effective, accessible forms, documents and online data capture for browsers and mobile devices. In addition, you’ll better understand your risks, determine how compliant you are today and formulate a plan to make all your online forms accessible and compliant. In doing so, you can enhance your brand and deliver on the customer experience promise.
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  • Credit Risk Management for the Lingering Effects of COVID-19

    May 20, 2020
    Join us for this complimentary BAI webinar to acquire key information and insights for appropriate credit risk management in order to minimize potential credit losses and achieve a much better recovery.
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BAI Training Insights

Experience a Better Way to Plan Training

BAI Training Insights, the innovative tool in the BAI Learning Manager, helps you develop and document training selections more efficiently and effectively. Fostering stronger collaboration across your organization, BAI Training Insights gives you confidence that you are managing your organizational risk with your annual training.

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BAI Comparative Analytics

Lead with Perspective

One of the best ways to better understand your business is by benchmarking your performance against your peers. BAI’s benchmarking analysis is deep, broad, and flexible, allowing you to segment the information according to your organization's unique structure and definitions.

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