Banking Strategies to Power Smart Decisions

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

Podcast

A banking regulator’s approach to DEI issues

Jun 21, 2022

By Terry Badger, Nikita Pearson
On the BAI Banking Strategies podcast, Nikita Pearson, director of the FDIC’s Office of Minority and Women Inclusion, tells us what her agency is doing to promote DEI internally and at banks.
DEI & ESG / Talent & Workforce Management

Podcast

A successful DEI program is built on data and relationships

Nov 9, 2021

By Terry Badger, Stephanie Smith
Stephanie Smith, who heads Fifth Third Bank’s DEI efforts, joins us to discuss how data and relationships can help build a program that provides greater access and opportunity, both in the bank and in the community.
Consumer Banking / DEI & ESG / Talent & Workforce Management
veteran workforce

Podcast

A focus on team and mission makes veterans a good fit for financial institutions

Nov 10, 2020

By Terry Badger, Barclay Keith
For Veteran’s Day, our podcast guest is Barclay Keith, who served in the Army in Afghanistan prior to co-founding the fintech firm Artis Technologies, where he is now CEO. He joins us to share insights on what veterans have to offer banks and credit unions.
Consumer Banking / Talent & Workforce Management
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Topics

Formats

Article

Workforce flexibility is a banking innovation

Jan 27, 2023

By Debbie Bianucci
Executive leadership and all segments of the workforce can collaborate creatively to redefine flexibility and achieve strategic competitive advantages.
Talent & Workforce Management

Podcast

Tips and insights for attracting talent in 2023

Jan 24, 2023

By Terry Badger, Megan Burkhart
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.
Talent & Workforce Management

Webinar

Preventing workplace harassment through compliance and cultural initiatives

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....
Compliance, Regulation & Risk / Talent & Workforce Management

Whitepaper

Front-line staff engagement strategies for driving outstanding CX and growth

Oct 19, 2022

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

Whitepaper

Quick Q&A on Digital Customer Service’s Impact On Front-Line Staff

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.
Talent & Workforce Management

Article

The X factor for improving front-line employee engagement

Sep 19, 2022

By Jim Bywater
Observational coaching embeds knowledge and skill to drive successful behaviors and positive culture for maximizing business performance impact.
Talent & Workforce Management

Podcast

Tapping into a new talent pool for banking

Sep 13, 2022

By Terry Badger, Craig Alexander
On the BAI Banking Strategies podcast, Craig Alexander from BMO Financial Group explains their new hiring program focused on refugees and other displaced people.
Talent & Workforce Management

Podcast

Building future bank leaders by sending them away

Aug 23, 2022

By Terry Badger, Sandra Quince
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.
Talent & Workforce Management

Article

The Great Resignation is really the “Great Reflection”

Aug 16, 2022

By EJ Kritz
Employee engagement should be a cornerstone of every bank’s strategic planning given its direct connection to profitability.
Talent & Workforce Management

Article

Winning over college interns in a competitive field

Jun 29, 2022

By Terina Matthews-Davis
Playing to your institution's strengths and staying engaged with promising candidates during senior year can help acquire young talent.
Talent & Workforce Management

Article

Addressing the gender gap in financial services

Jun 24, 2022

By Marla Willner
How TD Bank's internal programs are helping women return to the workplace and advance into leadership roles.
Consumer Banking / Talent & Workforce Management

Webinar

X factors for improving frontline employee engagement

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 […]
Talent & Workforce Management

Job Aid

Six Questions to Consider When Selecting a Learning Management System

Jun 21, 2022

Selecting the right learning management system (LMS) is an important decision for every financial services organization.
Compliance, Regulation & Risk / Talent & Workforce Management / Technology

Article

Contingent workers are a big opportunity for banks

Jun 1, 2022

By Michael Schiappa
Taking a more strategic approach to staffing will help banks and credit unions better capitalize on today’s candidate trends.
Consumer Banking / Talent & Workforce Management

Job Aid

Seven Principles for Designing Better Courses

Apr 22, 2022

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

Article

Strong company culture is key to a successful bank merger

Feb 28, 2022

By Rick Hall
To get a better grasp of your culture during M&As, you must ask what your financial institution is quantifiably good at.
Consumer Banking / Talent & Workforce Management

Article

Winning the war for talent

Jan 20, 2022

By Debbie Bianucci
Managing the return to the workplace is just the beginning.
Consumer Banking / Talent & Workforce Management

Webinar

Three proven strategies for succeeding with people analytics

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 […]
Talent & Workforce Management
woman in a bank branch

Infographic

The Pandemics Impact on Financial Services Employees

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.
Talent & Workforce Management

Webinar

Upskill your workforce: Empowering bankers with intelligent data insights

Recorded: Oct 27, 2021

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

Webinar

Optimized branch staffing: Responding to volatile customer demand

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 […]
Talent & Workforce Management