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.

Article

Improving the chances of acquisition success

Jun 21, 2023

By Karl Dahlgren

A better understanding of consumer preferences can help banks and credit unions find new accountholders who will stay long term.

Consumer Banking

Article

Digital experience will remain a challenge in 2023

Jan 20, 2023

By Karl Dahlgren

Our latest BAI Banking Outlook survey shows that customers have noticed improvements in online and digital, but they have more wants and needs.

Consumer Banking

Podcast

Key banking issues and trends for 2023

Dec 13, 2022

By Terry Badger, Karl Dahlgren

On this week’s BAI Banking Strategies podcast, BAI’s Karl Dahlgren shares survey findings on the biggest business challenges for bankers in 2023.

Consumer Banking

Video

The fraud prevention balancing act protection vs friction

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.

Fraud Prevention

Article

Attract small businesses with a holistic banking experience

May 9, 2022

By Karl Dahlgren

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

Business Banking / Consumer Banking

Podcast

How banks can do more for small businesses

Apr 26, 2022

By Terry Badger, Karl Dahlgren

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.

Business Banking

Video

New customer acquisition: Modernizing strategies for 2022

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.

Customer Experience

Article

The new normal in banking is omnichannel

Jan 12, 2022

By Karl Dahlgren

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.

Consumer Banking / Digital Banking

Podcast

Key banking issues and trends for 2022

Dec 14, 2021

By Terry Badger, Karl Dahlgren

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.

Compliance, Regulation & Risk / Consumer Banking / Technology

Video

Personalization: Opportunities, challenges and trends

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.

Customer Experience

Businessman using tablet analyzing sales data

Article

Pandemic changes make the case for benchmarking

Sep 1, 2021

By Karl Dahlgren

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

Consumer Banking

Podcast

Banking customers share what they want and need

Jul 13, 2021

By Terry Badger, Karl Dahlgren

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.

Consumer Banking

Article

Branches gear up as pandemic winds down

Jun 23, 2021

By Karl Dahlgren

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.

Consumer Banking

Article

Don’t rush to write off the branch

Jun 1, 2021

By Karl Dahlgren

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

Consumer Banking

Podcast

What bankers need to know, generation by generation

Apr 27, 2021

By Terry Badger, Karl Dahlgren

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.

Consumer Banking

Video

The current and future state of digital banking

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.”

Digital Banking

Article

Trust and loyalty in financial services are shifting

Jan 8, 2021

By Karl Dahlgren

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

Consumer Banking

Podcast

Shifts in trust and other emerging trends to prioritize in 2021

Dec 15, 2020

By Terry Badger, Karl Dahlgren

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.

Consumer Banking