Karl Dahlgren

Karl joined BAI in 2014 with more than 20 years of experience in the banking, payments, and software industries. Karl leads the BAI Learning & Development line of business and is focused on giving financial services leaders the powerful tools they need to confidently manage their compliance training. His background includes leadership roles with ABN AMRO North America, and a technology start-up serving the financial payments industry. 

Video

Sep 19, 2022

With new forms of financial fraud on the rise, financial services leaders have the challenging task of protecting their customers – and organizations – and still delivering a strong customer experience that minimizes friction. Hear the latest BAI research on what types of fraud are on the rise and what today’s leaders are doing to combat it effectively.
Small Business

Article

May 9, 2022

By connecting the dots for what these customers want and need, banking institutions can put them at the center of the relationship.

Podcast

Apr 26, 2022

BAI managing director Karl Dahlgren joins us to talk about new BAI Banking Outlook research that sheds light on what small businesses want and need from their banks.

Video

Feb 28, 2022

Learn from industry leaders about what opportunities your financial services organization can incorporate as it examines its new customer acquisition strategies for 2022 and beyond.

Article

Jan 12, 2022

The recent BAI Banking Outlook survey suggests that only a small percentage of financial institutions believe they offer excellent customer experience in their digital channels.

Podcast

Dec 14, 2021

Karl Dahlgren, who heads the research group at BAI, is with us to talk about emerging issues and ongoing trends that stand to affect the industry in 2022.

Video

Sep 16, 2021

During this panel discussion, learn from industry peers at M&T Bank, Citizens and BAI on the benefits and hurdles of connecting customers to the digital experience.
Businessman using tablet analyzing sales data

Article

Sep 1, 2021

To navigate the financial industry’s new normal, it is critical to base strategic decisions on in-depth data analysis.

Podcast

Jul 13, 2021

Banks and credit unions seeking to tighten connections with their customers need to know what those customers value. On this podcast, Karl Dahlgren from BAI shares interesting and surprising results from the latest BAI Banking Outlook research on consumer banking preferences.

Article

Jun 23, 2021

As financial services organizations position themselves for the future, they should focus on enhancing both human and digital channels. Karl Dahlgren, managing director of research at BAI, shares new BAI survey results that explain why.

Article

Jun 1, 2021

Consumer preferences suggest people and physical locations have a future for delivering specialized, high-touch services.

Podcast

Apr 27, 2021

New BAI research is out with detailed portraits of typical members of each generation and what they want from their financial services providers. BAI's Karl Dahlgren digs into the numbers and shares insights that can benefit banks and credit unions.
customer-service-changed-forever

Video

Mar 15, 2021

BAI CMO Holly Hughes moderates a conversation with industry thought leaders on creating a strong customer experience, personalization, and the mix of digital and physical in the “new normal.”
customer experience

Article

Jan 8, 2021

Maintaining strong ties to your customers belongs at the top of your 2021 to-do list.
webinar digital bank customer

Podcast

Dec 15, 2020

Karl Dahlgren, managing director for research at BAI, discusses a number of trends as we head into the new year, including shifts in consumer trust, the prioritization of diversity, equity and inclusion efforts, and the most important financial services needs by generation.

Article

Oct 1, 2020

Financial services leaders still have several challenges ahead to increase customer acquisition, strengthen engagement and boost revenue.

Article

Aug 14, 2020

BAI research indicates that financial institutions and their customers are seeing more schemes and scams during the pandemic.

Article

Jul 28, 2020

Baby Boomers can surprise with their embrace of financial technology, while Gen Z is showing some old-fashioned preferences.

Podcast

Apr 21, 2020

Generation Z may have grown up as digital natives, but when it comes to banking, they’re not just about the technology. A recent BAI Banking Outlook survey shows that Gen Z also likes to get...
Gen Z banking

Article

Feb 28, 2020

Each new generation determines its own unique way to bank. No sooner do financial services organizations figure out the kind of banking experience Millennials want than Gen Z comes along with its own ideas about privacy, […]
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Article

Jan 14, 2020

Almost by default, large legacy financial services organizations still command the strongest hand when it comes to consumer lending. It often boils down to the fact that those large organizations — by a nearly 3-to-1 margin […]