Executive Reports

  • Operational Efficiency: Successful streamlines and shifts

    Jan 2020
    How can your organization be engaging and economical when approaching potential customers? What’s the best way to embrace and implement a cost-saving technology? From streamlining your branch operations to improving customer experience, this Executive Report takes a look at a number of operational efficiency strategies that can help your financial service organization grow while addressing the bottom line.
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  • Tackling 2020: Where to take action

    Dec 2019
    What are the top business challenges for financial services professionals as we head into 2020? And how should we approach them? From loan growth to customer digital experience, this Executive Report takes a look at the issues and shares insights, solutions and research that will help us address them.
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  • The payments revolution revisited

    Nov 2019
    In order to tee up your best banking initiatives for 2020, take a refreshed look at the wider payments landscape. There is plenty of evolution but keeping things in balance can be tricky. Faster speed could encourage fraud; better security could generate friction. Customers will want it all, and the best banks will look for ways to deliver.
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  • A new landscape: Competing for deposit growth

    Oct 2019
    The latest executive report gets to the bottom of deposit growth as the financial services industry enters the last quarter of 2019. The highlights include a column from BAI managing director Karl Dahlgren, who shares new findings from the BAI Banking Outlook survey. These paint a clear picture of the top reason direct banks are winning deposits: convenience. Other topics covered include medical patient lending, financial solutions to improve check clearance speed, and the innovation banks can undertake for deposit growth in the face of shrinking margins and Federal Reserve interest cuts.
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  • Data and analytics: The next generation

    Sep 2019
    For all the talk of data and analytics in banks, it takes vision and focus to convert the resources banks have into a nexus for actionable insights. Meanwhile, a new generation of analytics has emerged, taking advantage of advances in machine learning and looking ahead to an era of open banking—popular in Europe, but slow to catch on in the United States. Data silos also persist in the financial services industry, making it hard to concentrate this rich resource into one revolutionary repository. In this executive report, you will learn about data's next generation and the way analytics continues to advance the pursuit of smart digital transformation.
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  • Building up the branch network

    Aug 2019
    Technology, no matter how newfangled or old school, must decisively solve a pain point and change with the times to guarantee its staying power. If this report reinforces an overarching theme, it's this: Banks large and small must study branch transformation from many angles, learn from the success stories and act on the vision to do things differently.
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  • Compliance: Beyond the Regulations

    Jul 2019
    Compliance viewed in a different light will help us behold its many positives: the way it protects consumers, knits employees together and—yes—delivers a competitive edge. Transcending the check-the-box mentality and examining these strategies is the focus of our latest executive report, Compliance: Beyond the regulations.
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  • Banking's digital transformation

    Jun 2019
    Digesting channel intelligence takes focus; acting on it requires commitment; building on it means laying foundations that didn’t need to exist all that long ago. This executive report, "Banking's digital transformation," drives home the point that high tech in 2019 must meet practical ends.
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