Banking Strategies to Power Smart Decisions

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

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Priorities in talent and professional development

Nov 17, 2023

The cultivation of talent, an organization’s most valuable asset, is a critical step to becoming an employer of choice, especially with today’s challenges of recruiting the best candidates and retaining engaged employees. In this month’s BAI Executive Report, we explore the...
DEI & ESG / Talent & Workforce Management

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Marketing strategies for the digital age

Oct 12, 2023

In this month’s BAI Executive Report, we explore why financial institutions must incorporate an ever-evolving stack of marketing technology to stay ahead of the game....
Marketing & Sales

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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
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Creating new opportunities through open banking

Aug 10, 2023

Open banking is both a powerful force for innovation and a potential threat to security and privacy. But with the right amount of restraint and regulation, the advantages of open banking promise to far outweigh the risks. In this month’s BAI...
Digital Banking / Technology

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Keeping up with banking’s digital evolution

Jul 13, 2023

The banking industry continues its digital makeover, both to gain operational efficiencies and to meet their customers’ demands for a faster, easier and more convenient experience. In this month’s BAI Executive Report, we explore this evolving and never-ending work that falls...
Digital Banking

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Keeping the customer at the center of customer service

Jun 8, 2023

The rapid growth of digital banking and its focus on do-it-yourself has contributed much to a greater Venn overlap between customer service and the banking customer experience overall. In this month’s BAI Executive Report, we get more into that convergence and...
Customer Experience

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Driving Customer Growth in 2023

May 31, 2023

Digital banking continues its forward march in both volume and sophistication. By skillfully leveraging technology and data, financial institutions are creating digital experiences that attract, engage and retain customers. BAI recently spoke with several prominent individuals within the financial services industry...
Digital Banking

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Meeting the challenge of new customer acquisition

May 11, 2023

Today’s slow-growth environment is a challenging headwind for financial institutions. This is leading to banks and credit unions reevaluating their new customer acquisition strategies for consumers and small business. In this month’s BAI Executive Report, we explore the current...
Consumer Banking

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The Top Banking Trends and Challenges for 2023

Apr 19, 2023

Financial services organizations are currently navigating a variety of economic challenges, from dwindling consumer deposits to intensifying competition to changing experiential expectations. Recently, BAI surveyed over a hundred banking leaders, plus more than 1,000 consumers, to help financial services organizations...
Consumer Banking / Customer Experience / Digital Banking

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Building on mobile banking’s success

Apr 13, 2023

In this month’s Executive Report, we explore the current state of mobile banking—including the quest to improve satisfaction in the day-to-day user experience along with the need to protect that experience from the strategies being developed by fraudsters....
Digital Banking / Technology

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Branches are changing with the times

Mar 9, 2023

In this month’s Executive Report, we provide ideas and insights for banks and credit unions to consider when shifting to the next generation of branch experiences....
Consumer Banking

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Banks are getting more personal with payments

Feb 9, 2023

For both businesses and individuals, faster and more secure ways to make and receive payments are a top priority, and as banking goes ever more digital, institutions have a lot riding on building up speed and safety in transactions. In this...
Fraud Prevention / Payments

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Finding an edge in fraud’s cat-and-mouse game

Jan 12, 2023

In this month’s BAI Executive Report, we examine where things stand with fraud protection and how it can be done more efficiently and effectively, including looking at the role of both humans and technology in fraud prevention strategies. Download Now...
Fraud Prevention

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Addressing banking’s key business challenges in 2023

Dec 7, 2022

The report includes insights from our recent BAI Banking Outlook: 2023 Trends survey that identified the top challenges ahead: gaining new customers, providing a more compelling digital banking experience and acquiring and retaining talent....
Digital Banking

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Plotting the future of digital banking

Nov 10, 2022

This month’s BAI Executive Report explores a number of digital banking topics to help you build your plans for 2023 and beyond with insights from leaders in the trenches and valuable BAI research....
Digital Banking

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Marketing in 2023: Opportunities and Challenges

Oct 13, 2022

This month’s BAI Executive Report explores a number of key topics you should be considering as you build your plans for 2023 and beyond.
Marketing & Sales

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Where does digital transformation go from here?

Sep 15, 2022

This month’s BAI Executive Report offers relevant insights for financial services organizations regardless of where they are in their digital journey.
Digital Banking

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Technology is pushing lending in new directions

Aug 11, 2022

This month’s BAI Executive Report outlines ways technology can help financial services providers reach the right customers with the right credit products and compete more effectively against nonbank players.
Technology

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The power of data: How banks and credit unions can put it to work

Jul 14, 2022

This month’s BAI Executive Report shares actionable insights on how financial services organizations can use data to create strong relationships and enhance other business opportunities.
Consumer Banking

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Changing priorities in bank customer service

Jun 9, 2022

This month’s BAI Executive Report shares key insights banks and credit unions will find valuable as they adapt their strategy to deliver amazing customer service across ever-evolving channels.
Consumer Banking

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2022 Business Banking Insights

May 17, 2022

How are businesses feeling about the state of their finances heading into 2022, and how does that affect their relationships, loyalty, and ultimately, the business they’re doing with their financial providers?
Business Banking

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Bank M&A is here to stay

May 12, 2022

Learn how financial services organizations can prepare for and capitalize on M&A growth opportunities in this report.
Consumer Banking

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Branch banking continues its radical evolution

Apr 14, 2022

As branches move toward their new role as advisory and engagement centers, staff, design and operations need to undergo a similar transformation.
Consumer Banking

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A Look at Gen Z Banking Habits and Attitudes

Mar 21, 2022

Who is the Generation Z Banking Customer? What are their top priorities when it comes to a banking relationship? BAI conducted research to find out.
Consumer Banking