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.

  • 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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  • 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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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.

  • 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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  • 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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