BAI News
Stay connected to BAI for the latest news and information affecting the financial services industry. And find out what we're doing to support financial services leaders.
  • BAI Beacon Special Report: Lighting the way forward

    Sep 11, 2018
    This October in Orlando, BAI Beacon will be the place for financial services trailblazers who lead, innovate, inspire, learn, teach and cross-collaborate. In advance of BAI Beacon, four industry thought leaders offer their views on important industry topics. This report will help you discover and ignite your own beacon, and bring its intensity, brightness and brilliance back to your organization.
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  • User Authentication for E-signature Transactions

    Sep 11, 2018
    This white paper provides guidance on how to select and implement user authentication techniques. It answers questions like: -How do I select the right authentication for my requirements? -How do I implement strong authentication, without making the process difficult for the customer? -Can I leverage existing user authentication credentials? -Can I adjust my user authentication criteria for different transactions and processes?
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  • Next Generation of Consumer Banking

    Sep 11, 2018
    Social chat habit is now spilling over to commerce, and it’s a global phenomenon that is rapidly gaining momentum. Clickatell execs make the case for chat banking as the next big step in digital transformation and why financial institutions should pay attention now.
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  • Branch Workforce Management Software Requirements

    Sep 11, 2018
    Forecasting and scheduling staff in the branch environment poses many challenges, which is why Verint Systems recently acquired Kiran Analytics, a leading provider of cloud-based workforce management solutions specifically designed to optimize branch staffing and increase in-branch customer experience. Read the white paper: Branch Workforce Management Software Requirements, to learn the many capabilities needed in a branch WFM solution.
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  • BAI Unveils Key Findings from BAI Banking Outlook Research Studies on Customer Retention and Cross-Sell

    Sep 11, 2018
    BAI researchers surveyed consumers to understand key areas in banking cross-sell activities, customer Net Promoter Score (NPS)- a metric indicating the level of customer satisfaction and loyalty- and customers’ experiences through various channels.

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  • Community Banking: Tackling challenges in changing times

    Sep 10, 2018
    Relaxed federal regulations under the Dodd-Frank have freed up resources and created possibilities, while a brief reprieve in the pace of mergers and acquisitions could produce steadiness or even modest growth in the sector. Loan marketing success and hyper-targeting affinity groups also hold keys to robust local bank performance. In this executive report, the present and future of community banks are addressed from a number of critical angles.
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  • BAI Beacon 2018 Announces Prominent Featured Speaker Roster; Influencers from Tesla, Former Amazon Executive and More

    Sep 07, 2018
    BAI Beacon, a unique financial services conference designed to teach leaders how to tackle key challenges facing their organizations and learn new ways to leverage innovative ideas and solutions, takes place in Orlando, Fla., Oct. 9 – 11.

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  • BAI Announces 2018 Global Innovation Award Winners

    Sep 06, 2018
    BAI announced the 2018 winners for the BAI Global Innovation Awards, the most prestigious awards program unveiling transformative solutions in the financial services industry worldwide. Winners will be celebrated at BAI Beacon in Orlando, Fla., Oct. 9 – 11.

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  • Putting Retail Back into Retail Banking

    Sep 05, 2018
    Retail banks are out of touch with what people want, and today’s fickle consumers’ device-based digital bank preference, are driving the industry. Thinking differently, we would posit that ALL banks can learn from the retail industry and a needs-based experience design approach. Dive into the unmet consumer needs a bank is uniquely positioned to solve for and how innovations in retail point to unexpected solutions.
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  • The Secret to Consumer Loyalty: Relationship Banking

    Sep 05, 2018
    Download the results from a survey of over 700 participants and learn about the two types of consumers financial institutions have: relationship-based vs. transaction-based. Find out why relationship-based consumers have greater satisfaction with and higher confidence in financial institutions and use more products than those whose experience was solely transactional.
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  • 10 Must-Know Contact Center Lessons from Digital Conversions

    Sep 05, 2018
    For financial institutions, online and mobile banking conversions are needed for improving customer self-service channels, but they can spike inbound call volume and put customer satisfaction at risk. In this article Ron Hasbrooke, a Business Development Executive for Harland Clarke Contact Center Solutions, details the ten most important lessons he’s learned from helping institutions through their own digital conversions.
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  • Best Practices for Digitally Transforming Your Client Experience

    Sep 05, 2018
    The existence of every bank hinges on a single must have: relationships. Proactive and connected customer service is essential in the battle to create and maintain these relationships. Explore new ways of going beyond today’s CRM and support systems and connecting customer service with the rest of organization to diagnose, fix and even prevent issues. See how you can deliver the great experiences your customers deserve.
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  • BAI Offers Market Level Comparative Analytics to Financial Services Organizations

    Aug 24, 2018
    BAI developed its Market Level Analysis research program to help financial service leaders understand key performance drivers, compared to their peers, in certain regions and micro-regions.

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  • Digital Transformation and the Customer Experience

    Aug 09, 2018
    Today’s consumers demand a superior experience, but it’s impossible for companies to create this when their data exists in silos. To create that seamless, connected customer experience, you need unified and actionable data. That’s where the CDP comes in. This white paper delves into digital transformation, and why implementing a CDP is the best decision you can make for your overall customer experience.
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  • Adaptive Authentication: Superior User Experience and Growth Through Intelligent Security

    Aug 09, 2018
    Banks, lenders and other financial service organizations are facing a lot of pressure to mitigate fraud. But transacting with your bank should be as easy as it is secure since consumers don’t have patience for added security hurdles. In this whitepaper, we provide a history of authentication strategy and set the stage for intelligent adaptive authentication – a new approach to mitigating fraud while preserving excellent customer experiences.
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  • How to Attract the Right Account Holders for Your Financial Institution

    Aug 09, 2018
    Targeting the right prospect with the right messaging and creative can be a differentiator for your financial institution. Read an article from Harland Clarke to learn how, thanks to 21st century technology and algorithmic processes, targeting has gotten both easier and more complex — and why the most successful acquisition programs begin with answering important questions about the financial institution itself before addressing the consumer market.
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  • BAI Unveils Key Findings from BAI Banking Outlook Research Studies on Trends in Marketing and Customer Acquisition

    Jul 24, 2018
    BAI researchers surveyed consumers to understand what marketing efforts and product offerings compel them to choose a bank. The research also measures behavior, attitude and outlook in relation to how these consumers view their bank, prefer to interact with the bank and view their current and future banking relationships.

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  • BAI Welcomes Young Professionals Into Its Emerging Leaders Network; Applications Still Open

    Jul 17, 2018
    The BAI Emerging Leaders Network is a selective professional development network dedicated to fostering the growth of future leaders who will drive positive change in the financial services industry.

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  • BAI Announces 2018 Global Innovation Award Finalists and Launches New People’s Choice Award

    Jul 10, 2018
    Now in its eighth year, the BAI Global Innovation Awards recognizes industry leaders and showcases what leading financial services innovators in all regions of the world are doing to deliver new value to customers and employees and improve efficiencies and profitability for their organizations.

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  • How Do You Rank in Search? It’s More About “Where”

    Jul 02, 2018
    Whether you’re a relatively small operation or large financial institution, when it comes to your SEO strategy, search trends are something that cannot be ignored any longer. One trend in particular has risen to the top and is piquing the interest of search marketers far and wide: the “near me” phenomenon.
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