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.

Preparing for the “next normal”: Digital ready with e-signatures

August 11, 2020

Join us for this complimentary BAI webinar to hear how esignatures enable FIs to transform digital client experiences and improve efficiencies. Learn how banks are using esignatures to achieve ROIs from critical processes such as account opening documents, mortgage renewals, commercial loans, and remote contracting during times of crisis.

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Keeping up with reconciliation in a world of contactless payments

August 12, 2020

The global pandemic may push digital/online and contactless payments to new heights. Join us for this complimentary BAI webinar to hear why you need to build your case for automated reconciliation now to handle this increase in transactional volumes.

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Payday Lending Rules – What You Need to Know

August 19, 2020

On July 7, 2020 CFPB issued the final rule related to Payday Lending Rule. This final rule revokes the Mandatory Underwriting Provisions of the 2017 Payday Lending Rule. This final rule is scheduled to go into effect in 90 days. Join us for this complimentary BAI webinar for insights into how you can manage these regulatory requirements.

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2020 has changed everything including how you should be planning out your 2021 budget

August 20, 2020

Join us for this complimentary BAI webinar to hear a virtual fireside chat about which digital capabilities the industry is prioritizing next year, why evolving right now is so critical to future survivability, and how organizations are going to pay for the expense given income pressure.

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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.

Preparing for Enhanced HMDA Data Collection and Reporting

June 8, 2016

Much like the TILA-RESPA Integrated Disclosures, the enhanced data collection and reporting requirements under the revised Home Mortgage Disclosure Act (HMDA) will present significant challenges for lenders, and exhaustive preparation and training will be paramount to your institution’s compliance. Now is the time to get key stakeholders involved, establish project timelines, and begin to communicate with vendors. This complimentary BAI webinar, presented by John Moniak , will walk through the coming HMDA changes and steps your institution should be taking to prepare to comply. CE Credits : Earn 1.25 CRCM Credits

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A Tale of Two Innovations

June 7, 2016

Not unlike the French Revolution in the famous Charles Dickens novel, the financial services industry is going through a revolution of its own. Technology, regulatory oversight and consumer demand each play a vital role in how and why financial services organizations must innovate. And while each of these factors might present financial institutions of all sizes with unique challenges, there are significant opportunities to evolve and exceed expectations. Join us on June 7 to gain actionable insights from award-winning, global innovation experts that are taking consumer convenience to new heights through the introduction of inventive, customer-centric channels and payment mechanisms.

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TRID Liability, Cures, and Common Mistakes

May 25, 2016

This complimentary BAI webinar conducted by Richard Horn will help financial institutions understand their liability under TRID, how to avoid common mistakes, and the areas of the rule that are still causing trouble for the industry. Richard Horn, of Richard Horn Legal PLLC, is the former CFPB Senior Counsel and Special Advisor who led the TRID rule and the design of the TRID disclosures. He is one of the foremost experts on TRID, making this a webinar that shouldn’t be missed CE Credits : Earn 2 CRCM Credits*

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Selling in a Digital Environment

May 11, 2016

As consumers shift more and more of their banking activities to digital channels, it’s becoming harder to create meaningful and relevant customer relationships that drive sales. Industry experts will share their expertise on how to create a digital sales strategy that delivers results.

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Making the Threat of Payment Data Loss Irrelevant

May 10, 2016

The threat landscape is constantly evolving and data theft experts are finding new ways to gain access to the data regardless if users are buying goods with magnetic stripes, EMV (“chip” cards), or mobile payments. Millions of cards have been breached despite the best efforts enterprises have deployed to secure the infrastructure and the data. Tokenization and encryption are the most effective strategies for preventing data theft at the point-of-sale, in merchant and processor databases, and in the new-generation mobile wallets. Effectively deploying payment data protection and using a comprehensive defense strategy is complicated by the emergence of new standards and payment options such as mobile wallets. Join this complimentary webinar to learn why any payment business that wants to remove sensitive data needs to understand these strategies and how they can lower both risk and audit costs.

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The Convergence of Physical and Digital Channels

April 25, 2016

The ability to successfully integrate physical and digital channels is key for financial institutions looking to gain market share and competitive advantage. In doing so, they can provide a seamless, meaningful and personalized experience to customers across all relevant channels when it really counts – when consumers are making their purchasing decisions. This BAI Webinar will share research on industry and consumer channel trends by segment, as well as peer insights into what these mean for your strategy and your organization’s bottom line.

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BAI Loan Review Certificate Program – Course II

Chicago | April 18, 2016

Build on the fundamentals of BAI Loan Review Certificate Program – Course l to improve risk management and loan quality assessment. A vigilant review process can mean the difference between a profitable loan portfolio and one plagued with problem loans.

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BAI Retail Banking Outlook

April 12, 2016

Financial services leaders are expressing a mix of optimism and uncertainty as they make strategic investments to grow wallet share while looking for new opportunities to reduce expenses. Learn how senior retail banking executives are grappling with both challenges and opportunities as they view the road ahead.

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BAI Contact Center Executive Roundtable

Chicago | April 5, 2016

The only peer networking group of its kind focusing exclusively on helping contact center executives understand and face emerging retail banking challenges head on.

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E-Signatures & The Future of Client Onboarding

March 21, 2016

Banks today are more open to innovation and electronic signature adoption is on the rise. Many banks are now digitally verifying a customer’s identity and using e-signatures to provide an instant decision on certain retail products within minutes. Nonetheless, basic document workflow automation in banks is still lacking and is negatively impacting the client onboarding process. Learn how e-signatures are the future of client onboarding and can enhance the relationship between client and service institution.

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