• Patrick Sanders
    Patrick Sanders Mar 16, 2018

    The new wealth of knowledge: Roboadvisors and the human touch

    Financial institutions that struggled with the robo playbook of low fees and AI now use it to foster—yes—human customer relationships.

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  • Podcast: How and why incentives excite employees

    BAI Managing Editor Lou Carlozo
    Lou Carlozo Nov 17, 2017

    Chris Thurmond of First Tennessee Bank explains the finer points of employee incentive programs, including how such packages spark loyalty and efficiency in the workforce.

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  • Podcast: A community bank’s drive to thrive

    BAI Managing Editor Lou Carlozo
    Lou Carlozo Nov 14, 2017

    Nancy Graves, CEO of the Bank of New Jersey, shares how her institution found its place in the market, which in turn has preserved an excellent standing among its Garden State clientele.

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  • A green bill of health: Understanding the profit and potential of financial wellness plans

    Steve Parnell
    Steve Parnell Oct 26, 2017

    Helping employees manage short- and long-term savings reduces stress, boosts productivity and benefits plan sponsors and advisors.

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  • Podcast: Local banks and the drive for talent engagement

    BAI Managing Editor Lou Carlozo
    Lou Carlozo Oct 24, 2017

    Michael Rauh of Chelsea Groton Bank shares how his bank launched the “160 Acts of Kindness” campaign as well as how banks can learn solid lessons in talent engagement from companies outside the industry.

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  • Please continue to hold on: Call centers struggle to fight the rise of cyber fraud

    Howard Altman_resized
    Howard Altman Oct 17, 2017

    Call centers don’t get the same anti-fraud attention as other areas of the financial institution. That spells danger for banks and consumers—and opportunity for crooks.

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  • Making the most of margins: How FTP sets business value free

    Ken Levey
    Ken Levey Oct 16, 2017

    With net interest margins creeping up at a snail’s pace, it’s time to deeply analyze profit drivers and calculate funds transfer pricing.

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  • Wise counsel for customer-centric banks: Buy into financial health, not money myth

    Nicole Meyer
    Nicole Meyers Oct 12, 2017

    Your would-be and loyal customers face money struggles every day. Here’s how to separate money misperception from financial fact.

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