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Engagement strategies to elude social media algorithms

Here are four steps for financial services organizations to consider to outwit the filtering systems and get in front of their targeted audiences.

By |2021-04-14T13:20:14-05:00April 14th, 2021|Comments Off on Engagement strategies to elude social media algorithms

Harnessing big data to personalize banking

A deeper understanding of your customers, workforce and company’s performance is a big part of your 2021 strategy. Data and analytics can help. Get insights on how to leverage and analyze the treasure troves of data your financial institution collects in "Harnessing big data to personalize banking," the latest BAI Executive Report.

By |2021-04-14T09:27:30-05:00April 14th, 2021|Comments Off on Harnessing big data to personalize banking

The case for wealth management at community banks

When a community bank adds wealth management to its lineup of services, it can help deepen the bank’s relationship with customers while increasing revenue. RobustWealth CEO Mike Kerins shares additional insights on the BAI Banking Strategies podcast.

By |2021-04-13T11:00:11-05:00April 13th, 2021|Comments Off on The case for wealth management at community banks

How technology and data can help your DEI efforts

We can use data visualization to better understand our financial products and services and their effect on the communities we serve.

By |2021-04-09T13:32:19-05:00April 9th, 2021|Comments Off on How technology and data can help your DEI efforts

Automated workflows: The gateway to digital transformation

With budget constraints and legacy operating systems, most mid-sized banks lack the know-how to tackle digital transformation on their own. To solve challenges and benefit from opportunities, banks should consider starting their journey with paperwork automation. Learn More >

By |2021-04-08T10:31:28-05:00April 8th, 2021|Comments Off on Automated workflows: The gateway to digital transformation

Ensure Know Your Customer (KYC) compliance, and adapt as conditions change

Financial criminals are opportunistic and creative. They invent new methods of fraud and money laundering as fast as banks can counter them. To stay ahead, financial institutions need to be able to automatically review and monitor hundreds of processes and thousands of documents. And they need to adapt when customer preference or compliance requirements change. Learn More Read More

By |2021-04-08T10:32:36-05:00April 8th, 2021|Comments Off on Ensure Know Your Customer (KYC) compliance, and adapt as conditions change

Combating fraud from the very start

Banks are addressing account opening weaknesses as criminals exploit pandemic-related security gaps.

By |2021-04-07T16:21:51-05:00April 7th, 2021|Comments Off on Combating fraud from the very start

Rethinking credit risk in underserved communities

Accessing capital can be a challenge for small business owners in lower-income communities, largely because of how lenders assess the credit risk of these would-be borrowers. Brad McConnell, CEO of Allies for Community Business, discusses a novel way to gauge repayment risk in underserved areas.

By |2021-04-07T13:54:54-05:00April 6th, 2021|Comments Off on Rethinking credit risk in underserved communities