Banking Strategies to Power Smart Decisions

View BAI Banking Strategies content, BAI research and other BAI thought leadership.

cloud-technology

Whitepaper

Quick Q&A on How banks and credit unions can leverage cloud-native content management systems

Sep 19, 2023

Unlike a legacy enterprise content management system, a cloud-native system delivers speed and flexibility and is purpose-built for the digital age. A cloud-native platform offers banks and credit unions a multitude of benefits such as meeting the demands of tech savvy...
Technology

Report

The insights of data and analytics

Sep 14, 2023

In this month’s BAI Executive Report, we explore how properly harnessing and analyzing the ever-growing wealth of information can generate a feast of benefits—from more personalized messaging to more focused risk analysis to enhanced fraud protection....
Digital Banking / Technology

Podcast

Fraud activity is increasing – how to protect your institution and customers

Sep 12, 2023

By Holly Hughes, Greg Kanevski
Greg Kanevski of ServiceNow joins the BAI Banking Strategies podcast to discuss the impact of increased fraud on financial institutions and how they can better protect themselves and their customers in their fight against fraudsters.
Fraud Prevention
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Topics

Formats

Job Aid

Today’s Policy Management – Meeting Regulatory Expectations and Resourcing Appropriately

Sep 26, 2023

In our article: Today’s Policy Management—Meeting Regulatory Expectations, and Resourcing Appropriately, we cover the key items that make a successful policy management program and highlight the key three areas policy management software helps organizations prepare for examinations, which includes: Scheduling...
Compliance, Regulation & Risk

Article

The future role of the CIO

Sep 25, 2023

By Fredric Cibelli
The four drivers of modern CIO strategy need to be security, value-focused technology, stability and innovation.
Technology

Article

Virtual assistants: Efficiency and customer self-service

Sep 22, 2023

By Jay Choi
With automation doing most of the heavy lifting, banking institutions can bring down costs while increasing call center productivity.
Customer Experience

Article

Open banking continues to build momentum and create new possibilities in financial services

Sep 21, 2023

By Edmund Lawler
Open banking is an important development that promises to reshape the face of consumer and small-business banking in the near-term future.
Technology

Article

Unlocking the right combination of machine learning: A vital move for banks and credit unions in combating fraud

Sep 20, 2023

By Jeremy Chen
In today's digital age, the financial industry faces an evolving landscape of fraud threats, making the need for robust fraud detection systems more critical than ever.
Fraud Prevention

Article

AI + data + CRM = More personalized banking

Sep 18, 2023

By Anu Agarwal
By using technology to develop insights, financial institutions can gain a more holistic view of their customers and design better digital channels.
Technology

Whitepaper

Picking up the pace

Sep 18, 2023

Banks and credit unions should emulate leading hospitality and retail brands by more frequently refreshing their branches. Learn why studying the trends of retail markets outside of banking can launch bank branches into the future....
Consumer Banking

Whitepaper

Increasing online conversion through digital interactions

Sep 18, 2023

The battle for online conversion is increasingly coming down to customer experience. Learn why embracing digital customer service can improve the experience, boost loyalty and maximize the value of your online visitors....
Marketing & Sales

Article

How banks can grow in a slowdown

Sep 14, 2023

By James White
One place to start is by getting more value from core areas of the business, including tech spend, data troves and employee ranks.
Digital Banking

Article

How banks can help customers avoid economic hardship

Sep 14, 2023

By Kim Snyder
Aggregating data from siloed systems and prioritizing storytelling in data processes help banks build stronger customer relationships.
Customer Experience

Article

Building a strong foundation to stay competitive during economic uncertainty

Sep 13, 2023

By Colin Savells
Community banks must have the foundational processes in place to ensure seamless customer experiences and ongoing success as market conditions change.
Customer Experience

Podcast

Fact vs Fiction: Debunking fraud and faster payments myths

Sep 11, 2023

By Holly Hughes, Mark Majeske
Mark Majeske of Alacriti joins the BAI Banking Strategies podcast to dissect and debunk some of the top myths regarding fraud and faster payments.
Fraud Prevention

Article

Using the right products, the right technology at the right time to promote customer growth

Sep 7, 2023

By BAI Editorial Team
This Q&A with Susan Bergen of Commerce Bank provides insights on how collaboration and understanding your customer is key to successful customer acquisition.
Marketing & Sales

Article

Unveiling insights: The significance of call reports for bank directors

Sep 7, 2023

By John Oliver
Steps such as internal processes and controls, management testing and external auditing help banks pay closer attention to regulatory reporting in today’s climate.
Compliance, Regulation & Risk

Webinar

Banking ahead of the curve: A framework for the future of credit

Upcoming: Oct 4, 2023

Join us for this complimentary webinar as Chris Stanley and Pam Bickel from Moody’s Analytics explore an emerging framework for the future of lending, and how it can influence your approach to growing profitably and fostering strong client relationships....
Consumer Banking

Whitepaper

Why work with an appraisal management company and how to select the right one

Sep 7, 2023

With the current mortgage environment, lenders are looking for efficiencies. Shifting from self-management of appraisal services to working with an appraisal management companies can be a solution....
Consumer Banking

Whitepaper

The key ingredients for a successful multichannel marketing approach

Sep 7, 2023

To deliver successful marketing campaigns, avoid taking a fragmented approach to identifying the right audiences, executing campaigns across channels and analyzing performance....
Marketing & Sales

Article

New insights into banking apps from billions of installs

Sep 6, 2023

By Robi Ganguly
The banking industry needs to leverage customer feedback to improve app adoption and customer retention levels.
Technology

Article

Superior digital experiences are key to customer growth

Sep 1, 2023

By BAI Editorial Team
In this Q&A, Zach Hamilton of Synovus Bank shares why it’s critical to continually enhance the digital experience for customers and how that impacts the bank’s customer acquisition and retention goals.
Digital Banking

Article

Refining the digital experience to drive growth

Aug 30, 2023

By Kim Collins
Financial services organizations are driving growth with a smart selection of channels and approachable technology to meet customers’ growing appetite for digital banking.
Marketing & Sales

Article

What’s next in digital modernization?

Aug 30, 2023

By BAI Editorial Team
The banking industry continues its makeover to gain efficiencies and meet customers’ desire for faster, easier and more convenient services.
Digital Banking