Banking Strategies to Power Smart Decisions

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





Feb 2, 2023

What role does digital signage and marketing communications play in the financial industry? Download DBSI’s benchmarking report to gain insights and best practices on refining or expanding your digital marketing strategy. Download Now...


Jan 12, 2023

Higher interest rates, growing risk of recession and the possibility of smaller budgets in 2023 may present a tough environment for creative teams.


Nov 22, 2022

In a digital marketing world where privacy matters more than ever before, personalization must be a top priority.


Nov 14, 2022

Consumers, especially younger ones, are increasingly turning to alternative sources for financial information and advice.


Oct 28, 2022

Using creativity, research and data to achieve measurable success can help marketing gain higher status as a strategic partner.


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.


Oct 6, 2022

Discover what it costs for financial institutions to acquire new customers, whether through opening and operating a new branch or investing in best-in-class digital tools, in this white paper.


Sep 22, 2022

With countless pitfalls possible, institutions must stay focused on what’s important to better ensure a smooth integration.


Sep 16, 2022

Hidden within the piles of documents at banks and credit unions is a reservoir of insights that intelligent automation can bring to life.


Sep 15, 2022

The benefit of providing near-real-time insight into client engagement, conversion performance and growth synergy capture cannot be overstated.


Sep 12, 2022

Data can help institutions provide educational content to raises their customers' knowledge base while also helping with retention and cross-sell strategies.


Sep 7, 2022

BAI talks with Relay Network CEO Matt Gillin about the ways banks can reactivate their dormant customers and reap the rewards of their lifetime value.


Aug 26, 2022

The banking world is evolving with respect to what employees value and expect from their work environment.


Aug 25, 2022

From choosing a channel to delivering a message, banks and credit unions must have a personalization-focused strategy and keep it front of mind.


Jul 28, 2022

BAI talks with Robert Ropars about how financial services marketers can navigate an increasingly challenging landscape.


Recorded: Mar 16, 2022

Join us for this complimentary webinar to learn how omnichannel engagement increases the visibility, consistency and effectiveness of your marketing campaign through every stage of the consumer buying journey.


Recorded: Jan 13, 2022

Join us for a discussion with industry experts where we’ll explore ways to both capture better VoC data and deliver a stronger ROI, moving beyond “measurement addiction” and overcoming barriers to action.


Jan 13, 2022

To strengthen ties, the interactions between financial institutions and customers must be fundamentally personal. Timely and relevant data can help.


Jan 6, 2022

Traditional institutions can no longer view themselves as an “essential service” and must instead honestly examine how to connect with customers.
customer service illustration


Nov 19, 2021

To start, banks must have continual proactive outreach to credit-active customers to make sure they’re top of mind when those customers are shopping.


Nov 18, 2021

A holistic view of bank customer data can identify individual needs and build campaign messaging with the most relevant and personalized offers.