One of the most basic business objectives for banks and credit unions remains unchanged in the COVID-19 world: finding new customers, and then keeping them in an ultra-competitive environment.

When branches reopen, what will the interiors look like? How will workers interact with each other and with customers? And when will customers return?

Let’s not wait for the “new normal” to establish itself. Let’s learn from the “now normal.” BAI’s latest Executive Report takes a look at customer service and what financial services leaders have learned in the last two months – and what adjustments we can quickly make with customers and employees in mind.

Due to the COVID-19 crisis, bank customers and credit union members are turning to their institution’s digital services more than ever. Whether you’re planning enhancements or a full-on transformation in response, the insights contained in the newest BAI Executive Report will help your organization exceed expectations.

Even with all of the technological advances in recent years, compliance in the financial services industry is still, at its core, all about the people. This month’s BAI Executive Report on compliance centers on them — more specifically, their training, trust and treatment.

What customers want from their bank is evolving. While customers used to be satisfied with a reliable, easy-to-use app, they now want more of a relationship. They want to be treated like the regular at the corner café, where the staff knows them and how they take their coffee. In this month’s BAI Executive Report, we examine […]

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 […]

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.