BAI Channel Strategy Executive Roundtable

The BAI Channel Strategy Executive Roundtable is exclusively for senior omnichannel and retail distribution executives from financial services organizations with asset sizes of at least $10 billion. This industry peer group is where channel leaders come together to exchange ideas and network in a trusted environment.

Creating a consistent, excellent experience across every channel is no minor feat when customers have about a dozen or more ways to interact with your brand. This, the continued disruption of the industry, the future of retail, advancing innovation, improving the customer experience, rightsizing branch and ATM networks, workforce optimization, achieving the right level of digitization of the physical channel and countless other challenges keep channel leaders up at night.

The BAI Channel Strategy Executive Roundtable is year-round and has a number of touchpoints for its members, including virtual and in-person executive roundtables that are co-chaired by channel leaders from leading financial services organizations in the industry.

Participating organizations have included:

Associated Bank
Bank of America
Bank of Hawaii
Bank of the West
Banner Bank
BBVA
BMO Harris
BNY Mellon
BOK Financial
Cadence Bank
Capital One
CenterState Bank

Citizens
Comerica
Commerce
Fifth Third
First Horizon
Frost Bank
Huntington
KeyBank
M&T Bank
MUFG Union Bank
Peoples United
PNC

Popular
RBC
Regions
Santander US
Synovus Bank
TD Bank
Truist
U.S. Bank
USAA
Webster Bank
Wells Fargo
WinTrust

Benefits to Participation:

  • Engage with a true industry peer group of senior distribution executives in financial services
  • Participate in strategic discussions around best practices, key challenges and opportunities facing leaders today
  • Access diverse peer insights and engage in idea exchanges that build meaningful relationships and expand your network of experienced industry colleagues
  • Take advantage of thought leadership within the peer group and beyond, including contributing to BAI Banking Strategies, as well as guest speaking opportunities on BAI webinars and podcasts
  • Hear perspectives from outside the industry, as well as access proprietary research that can impact your strategy
  • Showcase your knowledge and expertise by taking a leading role in facilitating in-person and/or virtual peer group discussions

This roundtable is intentionally intimate, and invitations are non-transferable.

If you are interested in participating or learning more about the BAI Channel Strategy Executive Roundtable, please contact Dianna Mosley at [email protected].