Executive Reports

  • Fresh ways to approach wealth management

    Feb 2018
    Wealth managers face a host of challenges in 2018, from figuring out how to follow the Department of Labor's fiduciary rule to competing—or uniting—with roboadvisors. There's also the question of how they can attract millennials—who on one hand are set to inherit record wealth, but on the other lived through the Great Recession and distrust the financial services industry. This executive report features many actionable insights financial advisors and institutions will need to stay ahead of the curve this year.
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  • Marketing made effective

    Jan 2018
    Between challenger banks, new payments outlets and roboadvisories, financial services leaders must bring new thinking and action to bear on how they market their businesses. Marketing is all about connection; connection leads to relationships; relationships to loyalty. This executive report explores the challenges and opportunities across digital marketing, communicating to millennials and finding the right balance to deliver your brand message to the customer as well as employees.
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  • A look ahead to 2018: AI, Trend of the Year

    Dec 2017
    Artificial intelligence—at least the way we understand it in banking today—has been a long time coming. Today, AI has made its presence felt to the point where banks cannot look back. For the first time, we’ve gathered three of our executive thought leaders to offer their insights on our trend of the year: AI.
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  • The quest for the best in talent management

    Nov 2017
    Talent matters monumentally and always will. Yet the questions of how to attract, retain and nurture peerless team players are more complicated than ever. This executive report provides insights and examples in how organizations across the industry are attracting and retaining talent.
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  • Banking Innovation: It’s more than just FinTech

    Oct 2017
    So much of what happens in the banking industry today boils down to this popular conclusion: Innovation equals FinTech. Yet innovation is more than the latest technology—much more. Breakthroughs can be measured across many meaningful dimensions, from marketing to channel innovation, superlative collaborations to societal impact. And some categories, such as customer experience, bring together the best of new technology with insights on where (and how) consumers want the human touch. The bottom line: Maximum progress and impact can’t be accomplished through one gadget, one short-term goal or one business initiative. When it truly shines, innovation aligns with mission.
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  • Steering through banking's channels

    Sep 2017
    Articles in this report include: The heart of customer centricity: Insights from BAI’s banking research At the roots of the branch, transformation via analytics New accounts aren’t enough to make branches prosper. Every strategy requires specifics—and analytics to turn vagueness to clarity. Branching out on a limb: Thinking beyond channels to deliver unsurpassed customer experiences Please continue to hold on: Call centers struggle to fight the rise of cyber fraud BI + BA = CA (customer acquisition) Four roots of the branch: How to grow personal, professional customer service The revolution will be improvised: Five innovations that could change branch banking
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  • The case for community banking

    Aug 2017
    Community banks face challenges that cover nearly every conceivable business concern—which makes the topic of this executive report special. The stories that follow cast a clear eye on both the nature of those challenges, and ways community banking leaders are meeting them.
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  • FinTech: From disrupter to partner

    Jul 2017
    Just a few years ago, banks and FinTechs were considered direct competitors and in some cases hostile adversaries. FinTechs saw banks as stodgy; banks saw FinTechs as reckless. All that has changed, though, as banking organizations and FinTechs find new ways to partner, grow with each other and multiply value.
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