Terry Badger
Jul 13, 2021

Banks and credit unions seeking to tighten connections with their customers need to know what those customers value. On this podcast, Karl Dahlgren from BAI shares interesting and surprising results from the latest BAI Banking Outlook research on consumer banking preferences.

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.

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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.

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Banking is speeding headlong into its digital future. So where does that leave the branch? Industry veteran Jon Voorhees discusses what he envisions in the years ahead.

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The idea of undertaking a digital transformation can be daunting. It doesn’t have to be. Hear how bank and credit union leaders can accelerate big digital makeovers with “micro-transformations.”

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Texas-based Woodforest National Bank was among the first to create its own opportunity zone fund to promote development in low-income areas. Learn more about the 2020 BAI Global Innovation Awards winner.

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With all of the big political shifts in Washington this year, we can expect to see big shifts in financial regulation as well. Jo Ann Barefoot, CEO at the Alliance for Innovative Regulation, discusses three regulation changes that could help the industry and the country.

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How can banks and credit unions become the go-to source for their customers’ financial needs? Gallup managing partner Anson Vuong discusses the importance of establishing a strong and lasting emotional connection.

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Is this the best location to connect with customers? That’s a key consideration when banks and credit unions evaluate a new branch location. Clickatell’s Hannes Van Rensburg says the same question applies in digital banking.

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Homespire Mortgage VP Listy Limon joins us to discuss how mortgage companies are working to make their staffs as diverse as the different communities in which they operate.

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Neustar's Lance Hood discusses how bank and credit union call centers can fight fraudsters by quickly identifying who’s legitimate and who’s a crook.

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