Banking Strategies to Power Smart Decisions

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

Apply

Topics

Formats

Article

Mar 4, 2024

Commercial banking relationships are complicated. But building stronger pipelines, fed by data and smart workflows, can fortify banks and their customers from interest-rate swings.

Webinar

Recorded: Mar 19, 2024

Join us for the March installment of the state of U.S. deposits webinar series to learn the latest consumer and small business industry trends. To help financial services leaders navigate current market conditions, BAI Research leverages insights from financial services...

Infographic

Jan 22, 2024

Are your deposits lagging or leading? BAI Research released the latest state of deposit trends, which includes data from the top 20 U.S. consumer banks as well as the leading direct banks. It’s no surprise that deposit growth has been negative due to a turbulent rate environment. Consumers and small businesses have reduced their balances and made rate-driven decisions, such as a major shift into CDs offering attractive yields. How long will current trends continue? Where are deposits headed?

Webinar

Recorded: Jan 24, 2024

The discussion will cover key strategies and best practices to drive profitability and offer insights to stay ahead of the curve and position your institution, big or small, for success in small business lending....

Article

Oct 2, 2023

Small business lending presents a huge opportunity for financial institutions. Understanding SMB lending preferences and disclosure requirements will help banks improve their strategy.

Article

Jul 31, 2023

Relationship banking—prioritizing existing primary banking relationships—allows banks to strengthen their bottom line and remain resilient.

Whitepaper

Jul 27, 2023

AI is no longer a buzzword or a concept of the future. It is now a tangible technology. However, leveraging the power of AI is easier said than done. Assessing the possible costs and benefits and then investing in AI technology...

Article

Jul 20, 2023

Institutions with suitable service models will differentiate themselves as attractive long-term partners, not just a place for nascent companies to park their cash.

Webinar

Recorded: Aug 9, 2023

In this webinar, you’ll learn why focusing on the customer experience is key to acquiring and retaining small business customers and see how their expectations of their banking relationship change as they grow. Holly Hughes, BAI CMO, will share the latest...

Webinar

Recorded: Aug 2, 2023

Join us for this complimentary webinar to learn how the bank approached the unique challenges of in-branch business deposit account onboarding and the value of leveraging deposit origination technology across a branch network....

Article

Jun 29, 2023

Giving these operators attention and tailoring offers to their needs can help banks develop an enduring relationship that can become more fruitful over time.

Podcast

Jun 20, 2023

Layne Kight from Deluxe is our guest on the BAI Banking Strategies podcast and will share ideas on how banks and credit unions can improve the payments experience for their business customers.

Article

Jun 5, 2023

Banks and credit unions that implement the right digital strategies and invest in their platform can prove their worth to small-business customers.

Article

May 24, 2023

Banks that provide a seamless, digitally optimized online application experience will be well positioned to attract business and increase profitability.

Article

Apr 19, 2023

When small-business owners’ backs are against the wall, the imperatives are all about reducing costs, saving time and ultimately keeping the doors open.

Article

Mar 15, 2023

According to a new report, 85% of banks believe greater success with small businesses is critical to their longer term success.

Webinar

Recorded: Apr 6, 2023

Join us for this complimentary BAI webinar to hear Katie Harrison from FORVIS provide an update on what is covered in the final rule of Section 1071. She will also highlight where financial services organizations can expect to see the...

Article

Mar 6, 2023

Banks can transition from policy-based approaches to predictive and scalable machine learning to improve the speed and accuracy of loan approvals.

Article

Mar 2, 2023

By resetting their strategic approach in several key areas, banks can keep up with the evolving needs of their business clients.

Podcast

Feb 15, 2023

Ryan James, CEO of Surety Bank in central Florida, joins us on the BAI Banking Strategies podcast to share his community bank’s experiences in serving non-traditional businesses.

Webinar

Recorded: 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....