Executive Reports

Mar 2020

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.

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Feb 2020

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 […]

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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 […]

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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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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 […]

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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: […]

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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 […]

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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 […]

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