Michael Berman
May 25, 2022

High on the list: A bank should only experiment with a fintech if it has a clear goal and purpose in mind.

As financial services organizations position themselves for the future, they should focus on enhancing both human and digital channels. Karl Dahlgren, managing director of research at BAI, shares new BAI survey results that explain why.

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After more than a year of extreme stress and uncertainty, America’s small businesses are gathering momentum in a bustling economy. Patrick Smith, head of small business banking at Santander Bank, joins us to offer his thoughts on what small businesses need most from their banks now, and how best to deliver it to them.

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Advances in data and analytics technology can help banks lower their ongoing monitoring costs while reducing information demands on customers.

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Banks and credit unions that don't know what the CX is like on their digital channels risk losing their brand reputation , and perhaps customers as well.

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Taking a page from the fintech playbook can help acquire new customers, increase revenue and strengthen client balance sheets.

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A broader reach in recruiting, hiring and promoting is vital for financial services organizations, but also important is cultivating a diverse client base.

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The branch isn’t going away but it is evolving. PWCampbell CEO Jim Caliendo offers his thoughts on where branches are headed – what they’ll look like, what they’ll offer and more.

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Banks and credit unions can more fairly determine the creditworthiness of the unbanked and underbanked by leveraging data and analytics.

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Banks and credit unions have a core customer base with digital-first investment platforms : younger generations that are building and inheriting wealth.

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Gender diversity in the executive and managerial ranks is expected to increase significantly in the next decade, and that’s a positive for business.

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Banks and credit unions can work with small-business customers to help them minimize the risk and deal with the outsized impact of scams and schemes.

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Community banks and credit unions have built-in advantages in attracting this clientele, starting with the core focus on one-on-one relationships.

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Banks and credit unions must find a balance between digital and live-agent support to satisfy customers and maintain efficient operations.

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Banks and credit unions must manage ATMs as mission-critical devices and consider an interactive teller machine (ITM) to soften the blow of branch closures.

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BAI's latest Executive Report focuses on how the pandemic changed the way banks and credit unions serve their customers and what changes can be made as the next normal takes hold.

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Financial services organizations that take a proactive approach to assess balance-sheet impacts stand to be better positioned to minimize losses.

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A major opportunity awaits financial services organizations that better understand their workforce and their workplace environment.

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The lending opportunities in 2021 are starting to look different from 2020's. Harland Clarke's Stephenie Williams discusses how multi-loan preapprovals can help financial services organizations benefit from a customer's new priorities.

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Banks and credit unions can gain better insight into their customers’ wants and needs by merging financial benchmarking and CX/UX research.

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Why the convenience of instant replacement is an important trick to have up your sleeve as the in-branch experience evolves.

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