Banking Strategies to Power Smart Decisions

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

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

Podcast

TD wants to be the ‘go-to’ bank for Black and Latinx customers

Aug 3, 2021

By Terry Badger, Michael Innis-Thompson
Michael Innis-Thompson, the head of community lending at TD Bank, joins us to talk about TD's $105-million fund to help minority-owned small businesses and an even bolder initiative that the bank is undertaking.
Business Banking / Consumer Banking

Podcast

What is banking’s role in addressing climate change?

Jul 6, 2021

By Terry Badger, Emily Kreps
It may surprise banks and credit unions to know that they are seen by some as high emitters of climate-altering carbon. Emily Kreps, global director for capital markets at CDP Worldwide, explains the thinking behind the high-emitter status, and what bankers can do to change it.
Business Banking / Consumer Banking
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Topics

Formats

Webinar

State of small and medium business: Trends and banking insights

Upcoming: Feb 23, 2023

In 2023, financial organizations must understand the small business landscape, client needs, and emerging prospects to stay competitive. Join our state of SMB industry webinar to gain insights from leading experts at BAI, BrightQuery, and Equifax....
Business Banking

Article

Where should banks’ SMB priorities be in 2023?

Jan 5, 2023

By Dean Jenkins
Offering the right digital tools, personalizing experiences and using data better will help them deliver the level of service that businesses have come to expect.
Business Banking

Article

Banks can help SMBs with a lucrative COVID tax credit

Dec 6, 2022

By Howard Makler
The Employee Retention Credit has expired, but banking institutions can still help small business customers apply for pandemic-era reimbursements.
Business Banking

Article

Tips to modernize small business lending

Oct 26, 2022

By Gary Lewis
Community banks are America’s most trusted lenders, but they need to update strategies and processes to better compete with fintech offerings.
Business Banking

Article

4 ways to a deeper banking connection with SMBs

Sep 29, 2022

By Ashley Hayslip
Enriching existing relationships and bringing in new clients requires showing that you are there for them and you have value to add beyond financing.
Business Banking

Whitepaper

Small business recovery in light of the FI paradigm shift

Sep 21, 2022

To better understand how COVID impacted small businesses and to measure the growing threat of non-traditional lenders to traditional FIs, Alkami surveyed 400 small businesses about their outlook, priorities, and perceptions regarding banking and lending. Learn […]
Business Banking

Article

Banking opportunities growing on the farm

Sep 14, 2022

By Jim O’Brien
With mortgage, auto and other loan markets slowing, agricultural businesses may offer community institutions a new way to reap profits.
Business Banking

Podcast

Why Know Your Business should be a bank’s business

Sep 6, 2022

By Terry Badger, Heidi Hunter
On this week’s BAI Banking Strategies podcast, Heidi Hunter from IDology tells us why KYC’s close cousin is important for banking institutions and how they can do it more effectively.
Business Banking

Article

Solving for SMB payments, banking and cash flow

Aug 17, 2022

By Curt Raffi
Banks are missing an opportunity by not offering solutions that can track expenditures, monitor shortfalls or surpluses, and calculate 'what if' scenarios.
Business Banking

Article

Take these 7 steps when exploring a fintech partnership

May 25, 2022

By Michael Berman
High on the list: A bank should only experiment with a fintech if it has a clear goal and purpose in mind.
Business Banking / Consumer Banking
small business owner

Article

Prioritizing small business as the new retail customer

May 19, 2022

By Nathaniel Harley
There’s a big opportunity for community banks to capitalize on the trust and goodwill they built with SMBs during the pandemic.
Business Banking / Consumer Banking

Infographic

The Top Business Banking Insights for 2022

May 17, 2022

How has business banking changed due to the pandemic, and how has it shaped savings, financial provider relationships, and long-term loyalties?
Business Banking

Report

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
Small Business

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

Article

SMBs are seeking financial immunity from COVID

Apr 22, 2022

By Lauri Giesen
Amid variant-related uncertainties, many small enterprises are turning to their banks to cover their current and future needs.
Business Banking

Article

Will neobanks take over small-business banking?

Apr 15, 2022

By Marilyn Kennedy Melia
The newcomers are making inroads with specialized products and services, but traditional institutions are not easily ceding the territory.
Business Banking / Digital Banking

Webinar

Small Business Banking Priorities and Insights

Recorded: Apr 12, 2022

Do you know what your business banking customers are looking for in a financial services organization? BAI conducted a survey of business owners to find out. Join us for this complimentary BAI webinar to gain actionable […]
Business Banking

Whitepaper

Closing the expectation gap: Meeting small business owners where they want to be met

Apr 7, 2022

Business owners want the same digital convenience available to consumers, but many community financial institutions aren’t meeting those demands. This white paper offers three data-driven insights to bridge the expectation gap and meet your business customers […]
Business Banking
Small Business

Article

Small businesses need help from banks and credit unions

Apr 1, 2022

By Norm DeLuca
The services that financial institutions offer can make a big difference in determining if small businesses thrive or struggle.
Business Banking

Article

The battle for business banking

Mar 22, 2022

By Dan O’Malley
The megabank vs. fintech arms race is creating lucrative opportunities for smaller financial institutions.
Business Banking

Webinar

Opportunities for growth in small business banking

Recorded: Mar 17, 2022

Whether you’re new to small business banking or want to enhance your knowledge, this complimentary webinar, will discuss what’s new in today’s small business market, three top areas of financial needs, different types of small business […]
Business Banking