Upcoming Webinars

Relevant content for today's financial services industry, providing you with a new perspective, fresh insights, and timely information. All created to help you navigate the business landscape.

  • Integrated Payables and Receivables: Why Commercial Customers Need Your Help

    Sep 19 - 25, 2019
    Businesses that adopt automation and integration of their complex payables and receivables processes benefit from a greater understanding of their overall cash position and better control over what’s coming in and what’s going out. It’s like putting on a scuba mask and seeing underneath the surface. Join us for this complimentary BAI webinar for insights into how you can help your customers navigate these choppy waters.
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  • Compete and Win by Leading in Customer Engagement

    Sep 25, 2019
    It’s never been more important to get customer engagement right. Regulations, competition, and commoditization have resulted in razor-thin margins, which means you need razor-sharp customer engagement to distinguish your brand and win over consumers.
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  • Improve Stakeholder Experience with Document Automation

    Oct 15, 2019
    Join us for this complimentary BAI webinar where you’ll see how document and workflow automation combined with electronic signatures can improve your stakeholders’ experience with speed and accuracy.
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On Demand Webinars

Learn from other key opinion leaders in the industry on topics that continue to be informative, thought provoking, and relevant in today's financial services world.

  • Leadership and Innovation

    Sep 10, 2019
    Join us for this 30-minute BAI webinar discussion where members of BAI's Content Development team will discuss current leadership and innovation trends in the financial services industry.
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  • Top transformation priorities for improving CX, efficiency and branch performance

    Aug 28, 2019
    Join us for this complimentary BAI webinar to learn about the survey findings and how branch transformation leaders are aligning and engaging their branch staff with modern workforce management solutions.
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  • Gaining & Building Trust Throughout the Buying Journey

    Aug 20, 2019
    Baby boomers are the wealthiest generation in American history, and over the next few decades they’ll pass down all that wealth in what is being called the “Great Wealth Transfer.” Financial institutions stand to benefit significantly from this event — but only if they’re properly positioned to serve their new clientele’s needs in the way it wants to be served. To accomplish this and be ready for the coming transfer of wealth, financial institutions must prepare now.
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  • Are direct banks winning? A customer perspective

    Aug 13, 2019
    Do you know what direct bank customers are looking for from financial services organizations? Hear what they are saying about their banking preferences in the latest BAI Banking Outlook research.
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  • Manage Internal Controls With Automated Reconciliation

    Jul 17, 2019
    Financial institutions are held to strict operating standards to prevent financial misstatements, mitigate fraud and safeguard against failure. So how do financial institutions meet their internal control requirements while also accommodating growth and meeting expectations from consumers for faster payments and more digital methods?
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  • How to Engage Customers or Members for Life

    Jun 24, 2019
    Join us for this complimentary BAI webinar and hear from two industry leaders who will challenge you to rethink how you organize teams and technology to deliver a system of engagement that supports the full customer or member lifecycle.
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  • The State of Culture and Conduct in Financial Services

    Jun 26, 2019
    Do you know where your culture and conduct strategy stands relative to your industry peers? Hear what Financial Services professionals are saying about the culture and conduct at their organizations in the latest BAI Banking Outlook research.
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  • Solving for Consumer Spending Habits

    Jun 13, 2019
    The “I want it all, and I want it now” mentality has permeated all generations and income levels, making it necessary for financial institutions to offer solid cash flow and liquidity solutions to maintain or even grow their share of account holder’s wallets. Join us for this webinar to learn how.
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  • ATM Security Tactics for Protecting Your ATM Fleet

    May 23, 2019
    Join us for this complimentary BAI webinar and hear from industry experts who will share insights into the trends and methods by which ATMs are attacked and what you can do to protect your ATM channel.
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  • Cybercrime Trends & Hot Topics in Banking

    May 16, 2019
    Join us for this complimentary BAI webinar and hear detailed information on how to prevent the latest information security threats or ways to mitigate the latest vulnerabilities.
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  • Next Level ROI: Extending Digitization to Your Customer Agreements

    May 15, 2019
    Join us for this complimentary BAI webinar for insights into how to get maximum ROI from your initial investment in automating your agreements and contracts.
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  • Mitigate Fraud & Consumer Friction with Integrated Identity Verification

    May 14, 2019
    Please join us for this complimentary BAI webinar and hear from an industry expert who will share insights into key findings from the Forrester fraud survey.
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  • Building a Culture of Compliance

    Apr 10, 2019
    A culture of compliance is not a “nice to have”. It’s critical not only because of the ongoing and evolving regulatory environment, but because it influences how employees behave and their understanding of how their actions impact their organization.
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  • BAI Banking Outlook: Business Banking Insights

    Apr 4, 2019
    Do you know what your business banking customers are looking for in a financial services organization? BAI conducted a survey of business owners to find out. Join us for this complimentary BAI webinar to gain actionable insights that will help you make smart business decisions in the year ahead.
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  • Best Practices for Eliminating Risks in Your Workplace

    Mar 21, 2019
    Please join BAI and nationally known Labor and Employment Law expert Patricia Wise as we discuss best practices in eliminating Human Resource risks that you may face. From policies and effective training, to upcoming liabilities and potential regulatory changes, this webinar will address key topics related to HR concerns within your institution.
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  • Achieving an Optimal Omnichannel Experience Powered by AI

    Mar 20, 2019
    Join us for this complimentary BAI webinar and learn more about how AI is helping financial services organizations to deliver smart, relevant, and personalized customer experiences that make a difference.
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  • Transforming Employee Experiences to Transform Your Bottom-Line

    Mar 19, 2019
    Modern consumer experiences, coupled with new technology, have reset customer expectations. Financial institutions must raise the bar on their interactions with existing and potential customers to keep pace. But, differentiated customer experiences are not enough, banking organizations must also create differentiated employee experiences.
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  • Take Sales & Service Up a Level at the Branch

    Feb 21, 2019
    The keys to successful referrals and cross-sells are preparation and curiosity. Preparation involves knowledge of the brand’s offerings. Curiosity about the customer leads to engagement that can provide discovery of a life event, need or problem that an attentive call center agent or a customer-facing specialist can offer a solution that results in a satisfying match. Yet, staff in these positions often struggle in making a smooth transition from handling an inquiry or transaction to a short, needs-based discussion that can lead to a referral or a cross-sell.
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  • Application Fraud Explosion Do You Know Your Customers?

    Feb 27, 2019
    Application fraud represents one of the fastest growing business challenges to financial institutions (FIs) across multiple digital channels. By 2020, it is projected that US-based FIs will spend $1.4 billion dollars to fight checking account and credit card application fraud. Join us for this complimentary BAI webinar featuring OneSpan and Aite Group analyst Shirley Inscoe for the latest application fraud techniques, and what actions can be taken to mitigate and detect multi-channel fraud to ensure better account opening and onboarding experiences.
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  • Stop Your Customers From Cheating on You

    Jan 24, 2019
    In a recent consumer study by BAI Research, 40% of respondents stated they had two or more bank deposit relationships, while 42% had two or more bank loan relationships. What can you do to minimize loss of wallet share and engage clients better to generate greater loyalty? Attend our upcoming webinar to find out.
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