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.

  • Mobile & Digital App CX, How Visual Engagement Can Help You Win and Retain Customers

    Apr 15, 2020
    Learn the benefits of adding “Visual Engagement” to your customer’s digital and mobile app experience in banking, lending and investment management.
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  • Harnessing the Digital Customer Journey to Drive Customer Growth and Deepen Relationships in Uncertain Times

    Apr 22, 2020
    Join us for this complimentary BAI webinar to hear experts define opportunities and challenges for financial services companies both to better engage customers and prospects and to better manage and optimize sustainable demand.
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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.

  • Tools to strengthen your coronavirus business continuity plans

    Mar 18, 2020
    Do your disaster recovery and business continuity plans include pandemic planning and the threats associated with the recent coronavirus (COVID-19) outbreak? How can you strengthen your plans and better understand how other banks and credit unions are adjusting policies and procedures to protect both employees and customers?
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  • The Power of Digital Account Activation

    Mar 24, 2020
    Join us for this complimentary BAI webinar to learn the power of a customer-centric, digital-first activation strategy – and why acquisition without activation is like a sports car without an engine – except worse.
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  • BAI Banking Outlook - Understanding the digital experience customers want

    Mar 31, 2020
    Do you know if your organization is investing in the right digital technologies? Hear what consumers are saying about their digital banking preferences and how they feel their banks are meeting their needs in the latest BAI Banking Outlook research.
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  • Leveraging Data for Training

    Mar 19, 2020
    Data tells you when and where to enhance training programs, which skills are present or missing in a business unit, and helps you identify the right candidates to fill leadership vacancies. Join us for this complimentary BAI webinar for insights into how you can begin finding and using data to advance employee, business, and organizational objectives.
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  • The State of Digital Account Opening Transformation

    Mar 11, 2020
    New technologies, such as digital identity verification, facial comparison, e-signature, liveness detection, biometrics, and more - are helping banks reinvent how they attract and convert new applicants into happy customers during the digital account opening and onboarding process while reducing abandonment rates and application fraud. Join us for this complimentary BAI Webinar for insights into the current transformational state of digital account opening from three different perspectives: the adopters – early and soon-to-be and the late majority.
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  • Forms Aren't Exciting... but, Conversions Are!! How to Accelerate Time to Value through Capture, Process, Sign

    Feb 20, 2020
    Consumer expectations have driven demand on a pace and scale that has required the financial services industry to be early adopters to new technologies for many years. In the rush to meet needs, grow offerings, and scale the business with new marketing technologies, organizations have accumulated many different technologies that could be used to piece together a solution but these just aren't cutting it. Join us for this complimentary BAI webinar to learn how companies are making business decisions based on how they can get the solution into production with the most efficient use of resources and in the timeliest manner.
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  • Making the Power of Personalization Work for You

    Feb 5, 2020
    Personalization is top of mind for financial services leaders because they recognize its potential to address the expectations consumers have for customized, relevant and valuable experiences. Join us for this complimentary BAI webinar and hear from industry veterans who will share tangible insights around operationalizing and deploying a personalization strategy to help you reach customers individually, while maximizing impact and engagement.
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  • How top performing financial institutions get maximum impact from ECM

    Jan 22, 2020
    In this webinar, automation and efficiency experts will discuss some surprising and revealing findings about how top performing financial institutions outshine their peers by properly leveraging enterprise content management (ECM) solutions. Cornerstone Advisors will present research showing how improvement in operational measures like cost, quality and speed of delivery can equal big savings for any financial institution, regardless of asset size. Join us for this complimentary BAI webinar to learn how every efficiency bump provided by properly leveraging your existing enterprise content management (ECM) solution adds up and impacts your organization.
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  • Fair Lending and the Proposed Disparate Impact Changes

    Jan 30, 2020
    As a result of the Supreme Court’s 2015 ruling in Texas Department of Housing and Community Affairs v. Inclusive Communities Project, Inc, HUD issued proposed amendments to its interpretations of the Fair Housing Act’s disparate impact standard. The amendments propose a new burden-shifting framework that requires the plaintiff to satisfy five distinct elements. Join us for this complimentary BAI webinar for insights into the proposed amendments and the impact they will have on financial institutions and their customers.
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  • Winning Through a Mobile-First Banking Experience A Radius Bank Case Study

    Jan 14, 2020
    Join us for this complimentary BAI webinar and hear from Radius Bank executives on how they measure the success of their mobile initiative, and what problems they were looking to solve. You will also have an opportunity to see the Radius Bank mobile application in action.
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  • Reimagine Financial Services with Digital Identity

    Dec 12, 2019
    Join us for this complimentary BAI Webinar for insights into how digital ID verification can accelerate onboarding and speed up business without the pain intensive paper driven processes.
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  • 5 Ways Bots Can Help Deliver a Better Customer Experience

    Dec 11, 2019
    Financial services companies are well-aware that delivering exceptional service and support is the key to staying competitive in today’s market. Balancing the increasing needs of customers, with the cost of personalized, immediate, and consistent support can be challenging. But with the right technology in place, companies of all sizes are delivering all of this with the power of AI-powered chatbots. Join us for this complimentary BAI webinar to learn how financial service organizations are leveraging chatbots with AI and Natural Language Processing to set themselves apart and achieve fantastic results.
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  • Rethinking Sales Incentives: Using Data Insights to Drive the Right Sales Behaviors

    Nov 7, 2019
    Join us for this complimentary BAI webinar and hear insights from, Xactly Vice President and Solutions Evangelist, Erik Charles who will discuss the current challenges institutions face, the risk of a knee-jerk response, and best practices to improve and optimize incentive compensation planning by using data insights.
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  • Relationship Profitability and Pricing System Live Demonstration

    Nov 6, 2019
    Customer relationships matter, but only about 20% of relationships create economic profit and the top 1% create most of that value for financial institutions. Join us for this complimentary BAI webinar and learn how to accurately price, analyze and manage portfolios to optimize relationship profitability and best serve your customers during a live demonstration of Kaufman Hall’s Axiom Relationship Profitability and Pricing System™ (RPPS).
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  • How People’s United Bank Transformed Their Digital Store Front

    Oct 29, 2019
    Retail banks are in the midst of transforming their businesses to become digital first and offer more personalized experiences to their customers. People’s United Bank, a community-based, regional bank, sought to provide its customers with a consistent experience across all of its touchpoints and to better compete in the markets they serve.
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  • BAI Banking Outlook Webinar: Preparing for 2020

    Nov 14, 2019
    Are your 2020 business priorities aligned with your customers' expectations? BAI conducted separate surveys to consumers and leaders at financial services organizations 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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  • 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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  • 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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  • 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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