‘Customer Journey Mapping’ Delivers Deep Insights for Mortgage Companies
As far as the mortgage lifecycle goes, BAI's Byron Marshall writes, 30 years is a long “journey,” but there are huge advantages to sharing that journey with their borrowers every step of the way.
BIGCast - 10/16/2018
BAI Beacon Forecast: Strong Winds Ahead
BAI Beacon 2018 took place in Orlando with a focus on fintech and innovation. Among Glen Savardy's on-site interviews was one with BAI's Karl Dahlgren and Mark Riddle on the BAI Banking Outlook.
Banking CIO Outlook - 10/15/2018
Using Data Wisely to Remain Competitive
There is a lot of buzz in the industry about using data to drive strategy, BAI's Karl Dahlgren writes, but there is an infinite amount of information out there that can be overwhelming.
CUNA Councils - 10/15/2018
Why Focus on Millennials?
The millennial generation is poised to become the largest consumer group in the United States, BAI's Karl Dahlgren writes, making them potentially the largest group of members for any one credit union
American Banker - 10/11/2018
What Gen Z Wants From Banks
Payments are one of the many systems that banks need to move faster to re-engineer to meet the demands of the up-and-coming Generation Z, Bill Handel of Raddon explained at BAI Beacon.
CU Today - 10/11/2018
BAI Beacon Coverage: Amazon’s Former Chief Scientist Has Questions About Data
The exponentially increasing presence of data and computing power is creating new questions for both individuals and all businesses, including financial institutions, according to Amazon’s former chief scientist.
Financial Brand - 10/2/2018
Banking on Millennials: Balancing Branch Preferences And Digital Expectations
Research from BAI takes a sledgehammer to the myth that millennials want all digital, all the time.
MortgageOrb - 10/1/2018
How to Retain and Engage Valuable Mortgage Staff
As with any organization, BAI's Ed Marcheselli writes, lenders understand that managing and retaining talented employees is important for their long-term success.
BIGcast - 9/11/2018
Podcast: Driving New Sales and Just Plain Driving
BAI director of research Byron Marshall talks about BAI's latest research on cross-selling and new account opening.
Bank Innovation - 9/11/2018
To Cross-Sell to New Account Holders or Not to Cross-Sell?
Cross-selling new accounts or new products/services to consumers is damaging a bank's customer loyalty as well as causing existing customers to give their financial institution a lower Net Promoter Score (NPS), according to the latest BAI Banking Outlook.
BankNews - 9/5/2018
The 2019 Strategic Plan: Prioritize to Accommodate the Industry’s Top Concerns
As the end of 2018 quickly approaches, BAI managing director Karl Dahlgren explains why bank leaders should take this time to reflect on their strategic course for 2019.
CUNA Councils - 8/20/2018
The Top Three Strategic Priorities for Credit Unions in 2019
When performing their yearly strategic planning, BAI's Karl Dahlgren says, credit unions should keep in mind the popular saying, “If you’re early, you’re on time. If you’re on time, you’re late.”
The Financial Brand - 8/6/2018
Fixing Banking’s Pain Points Takes More Than Digital Bells & Whistles
In a BAI Banking Outlook webinar, “Trends In Marketing & Customer Acquisition,” serious questions were raised about banking providers’ ability to give consumers what they want, how they want it, when they want it.
MortgageOrb - 7/31/2018
To Prepare For TRID 2.0, Mortgage Lenders Must Be Proactive
BAI's Karl Dahlgren explains what lenders have been doing to prepare for the changes and projects what the impact on the industry and consumers will be.
Strategically Speaking - 6/27/2018
Three Ways Financial Services Leaders Can Improve Talent Management
Financial service organizations, more than ever, competing both inside and outside of the industry when recruiting employees, BAI's Karl Dahlgren writes.
MortgageOrb - 6/20/2018
Marrying Compliance with Innovation
BAI's Karl Dahlgren explains how innovation and compliance are not mutually exclusive, and organizations can benefit from understanding how to combine the two.
MBA Insights - 6/19/2018
TRID FAQs: How to Deal with Most Common Concerns about Upcoming Regulatory Update
When facing the upcoming regulations, many lenders have been concerned or confused about a batch of frequently asked questions. BAI's Karl Dahlgren has some answers.
CUNA Councils - 5/29/2018
The Inherent Value of 'Right-Sizing' Compliance Training
BAI Managing Director Karl Dahlgren lays out a few simple steps that credit union leaders need to take when evaluating training.
MortgageOrb - 04/18/2018
Karl Dahlgren: Regulatory training requires holistic approach
MortgageOrb interviewed BAI's managing director to learn how mortgage lenders can prepare their employees to face today’s regulatory challenges.
CU Broadcast - 3/29/2018
The top compliance challenges for credit unions, explained
BAI Managing Director Karl Dahlgren explains how credit unions they can get ROI from training if they look at it as more than just a box to be checked.
MBA Insights - 3/1/2018
Building a Culture of Responsibility: Q&A with Karl Dahlgren
BAI Managing Director Karl Dahlgren answers questions about the necessary elements for an effective culture of compliance.
MortgageOrb - 2/14/2018
Getting the Most Out of Your Regulatory Training
Mortgage leaders, BAI Managing Director Karl Dahlgren writes, need to address compliance changes through effective training programs that make the best use of staff time.
CUNA Councils - 2/12/2018
What Is Your Compliance Training ROI?
BAI Managing Director Karl Dahlgren writes that in today's regulatory environment, credit union leaders understand the importance of timely, high-quality, regulatory staff training.
PaymentsJournal - 2/1/2018
Podcast: Breaking Down the BAI Banking Outlook
BAI Managing Director Karl Dahlgren explains the basics of the BAI Banking Outlook and the actionable insights it provides financial services leaders.
William Mills Agency - 1/25/2018
Bankers As Buyers 2018
BAI Managing Director Karl Dahlgren explains how customers find their primary financial services organization and why it matters.
Banking Exchange - 12/15/2017
Compliance Training by Role vs. by Reg
BAI Managing Director Karl Dahlgren discusses the BAI Learning & Development team's newly released courseware.