Banking Strategies to Power Smart Decisions

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





Jan 27, 2023

Executive leadership and all segments of the workforce can collaborate creatively to redefine flexibility and achieve strategic competitive advantages.


Jan 24, 2023

Megan Burkhart, chief human resources officer at Comerica, joins us on the BAI Banking Strategies podcast to discuss how her bank is dealing with the industry’s talent challenge.


Recorded: Jan 12, 2023

Join us for this complimentary BAI webinar for insights into compliance culture and practices that foster a safe, harassment-free workplace....


Oct 19, 2022

Discover how your organization can improve employee engagement and the quality of banker-customer interactions with observational coaching.


Sep 27, 2022

Jake Tyler, who leads product marketing of virtual assistants at Glia Technologies, has partnered with hundreds of financial institutions to improve digital customer service and shares his insights in this Quick Q&A.


Sep 19, 2022

Observational coaching embeds knowledge and skill to drive successful behaviors and positive culture for maximizing business performance impact.


Sep 13, 2022

On the BAI Banking Strategies podcast, Craig Alexander from BMO Financial Group explains their new hiring program focused on refugees and other displaced people.


Aug 23, 2022

On the BAI Banking Strategies podcast, Sandra Quince, an executive at Bank of America, talks about the its executive-on-loan program that brings in new ways of thinking while developing future bank leaders.


Aug 16, 2022

Employee engagement should be a cornerstone of every bank’s strategic planning given its direct connection to profitability.


Jun 29, 2022

Playing to your institution's strengths and staying engaged with promising candidates during senior year can help acquire young talent.


Jun 24, 2022

How TD Bank's internal programs are helping women return to the workplace and advance into leadership roles.


Recorded: Jun 22, 2022

Improving employee engagement is a continuous process which requires developing and sustaining successful behaviors. In this discussion, SeeEverything’s Jim Bywater will share his insights about the X factors for improving employee engagement that deliver the greatest […]

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Jun 21, 2022

Selecting the right learning management system (LMS) is an important decision for every financial services organization.


Jun 1, 2022

Taking a more strategic approach to staffing will help banks and credit unions better capitalize on today’s candidate trends.

Job Aid

Apr 22, 2022

Engaging adult learners in compliance training can be challenging. Unfortunately, suboptimal courses waste training time and result in compromised outcomes.


Feb 28, 2022

To get a better grasp of your culture during M&As, you must ask what your financial institution is quantifiably good at.


Jan 20, 2022

Managing the return to the workplace is just the beginning.


Recorded: Nov 17, 2021

Join us for this complimentary BAI webinar to hear three strategies to successfully build a people analytics function that will shape the strategy of your business. You will also gain insights on how to invest in […]
woman in a bank branch


Oct 28, 2021

In June 2021 BAI surveyed over 250 employees to better understand how the pandemic had affected their personal and professional lives, and how that might impact the future.


Recorded: Oct 27, 2021

Join us for this complimentary BAI webinar to explore democratizing data to create a robust data culture.


Recorded: Oct 13, 2021

Join us for this complimentary BAI webinar to learn how a modern, accurate, and fit for purpose workforce management solution with staffing scenarios and robust scheduling can help you plan for and execute on the strategy […]