Banking Strategies to Power Smart Decisions

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

Apply

Topics

Formats

Webinar

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....

Article

Jan 5, 2023

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.

Article

Dec 6, 2022

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

Article

Oct 26, 2022

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

Article

Sep 29, 2022

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

Whitepaper

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 […]

Article

Sep 14, 2022

With mortgage, auto and other loan markets slowing, agricultural businesses may offer community institutions a new way to reap profits.

Podcast

Sep 6, 2022

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.

Article

Aug 17, 2022

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

Article

May 25, 2022

High on the list: A bank should only experiment with a fintech if it has a clear goal and purpose in mind.
small business owner

Article

May 19, 2022

There’s a big opportunity for community banks to capitalize on the trust and goodwill they built with SMBs during the pandemic.

Infographic

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?

Report

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?
Small Business

Article

May 9, 2022

By connecting the dots for what these customers want and need, banking institutions can put them at the center of the relationship.

Article

Apr 22, 2022

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

Article

Apr 15, 2022

The newcomers are making inroads with specialized products and services, but traditional institutions are not easily ceding the territory.

Webinar

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 […]

Whitepaper

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 […]
Small Business

Article

Apr 1, 2022

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

Article

Mar 22, 2022

The megabank vs. fintech arms race is creating lucrative opportunities for smaller financial institutions.

Webinar

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 […]