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.

  • Household Acquisition: 3 Best Practices for Planning Your Next Marketing Campaign

    Mar 28, 2018
    Join us for this complimentary BAI webinar to learn the key to planning an optimized and focused acquisition marketing campaign: from strategy, to design, implementation, reporting and beyond. Attendees will also learn the top best practices on how to make their next campaign more effective, less wasteful, and incredibly enticing to audiences.
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  • The Dangers of Standing Still in the Face of Digital Transformation

    Mar 21, 2018
    Join us for this complimentary BAI webinar for insights into the disruptive and innovative impacts of Digital Transformation in the contact center and how best to keep up with today’s fast-paced customer expectations.
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  • TRID Update: Understanding and Navigating Regulatory Change

    Mar 15, 2018
    Join us for this complimentary BAI webinar as Tim Tedrick, Partner, Wipfli LLP, will summarize and detail the various pieces of the nearly 560 page amendment including guidance on tolerances, voluntary issuance of Loan Estimates, written lists of service providers, total of payments, Cash to Close, simultaneous subordinate liens, rounding and more.
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  • Best Practices for Financial Organizations: Migrating to Software Authentication

    Mar 14, 2018
    Join us for this complimentary BAI webinar and hear from two security experts who will share soft token technology and industry trends, best practices for rolling out software-based authentication technology, and firsthand insights from an investment bank’s migration from hardware to soft token.
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  • BAI Banking Outlook Webinar: Trends in Talent Management

    Mar 7, 2018
    Is your talent management strategy aligned with your employees' expectations? BAI conducted separate surveys to employees and HR leaders at financial services organizations to find out. Join us for a complimentary BAI Webinar to hear what financial service industry professionals said and gain actionable insights that will help you make smart business decisions in the year ahead.
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  • CECL: Staying Focused and Avoiding the Myths and Misconceptions

    Dec 12, 2017
    Join us for this complimentary BAI webinar for an educational and informative discussion to learn how your institution might be able to create a strategy to manage the new process. You’ll learn about what’s ahead for the coming FASB CECL mandate and how your institution can be better prepared.
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  • Finance Process Automation The Cost-Effective Approach for Banks and Credit Unions

    Dec 13, 2017
    Join us for this complimentary BAI webinar and hear from Renata Sheyner, Product Manager, Fiserv as she discusses the benefits being realized by various community banks and tips on how to build your business case to automate reconciliation for your bank.
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  • Best Practices for Deploying E-Signatures in the Retail Branch

    Dec 5, 2017
    E-Signature is a top investment area for retail banks in 2017 - 2018. Over the last 18 months, North American banks have been rolling out e-signatures to more than 8,000 branches. For banks, credit unions and brick-and-mortar lenders, the question is no longer whether to implement e-signatures in the branch, but how.
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  • BAI Loan Review Certificate Program

    Chicago | Mar 25 - 29, 2019
    BAI’s Loan Review Certificate Program is designed to develop the skills and expertise to make smart decisions when managing the quality, governance and risk of your organization’s credit and loan portfolios. Register for the smart, insightful seminar series today!
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  • Separating Fact From Fiction – The New Role of A.I. in Marketing

    Nov 16, 2017
    Join us for this complimentary BAI webinar and hear from, Pega’s Scott Andrick and Matt Nolan who will discuss how A.I. is re-architecting the customer-brand relationship. You will also hear from Jim Saleh from Scotiabank who will break down how rapid deployment of A.I. works in the real-world and discuss the role of the centralized decision hub in driving higher NPS scores.
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  • Cybersecurity: FFIEC IT Compliance Updates

    Nov 9, 2017
    Join us for this complimentary BAI webinar for a broad overview on changes from the FFIEC to help guide you in evaluating and understanding the expectations being placed on financial institutions. You’ll also gain an understanding of the various resources available, the value of each resource, where to find the entire document, and the critical components your institution should focus on.
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  • Banking in 2018 - From the Customers' Perspective

    Nov 14, 2017
    Sometimes the best insight into what customers want from their financial services organization is to simply ask them. That is why BAI recently conducted a consumer research study with 2000 customer responses to answer the burning questions that keep bankers up at night. Join us for a complimentary BAI Webinar to hear what these customers said and gain actionable insights that will help you make smart business decisions in the year ahead.
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  • Best Practices in Budgeting and Planning to Accelerate Performance

    Nov 7, 2017
    Given the numerous challenges in today’s financial services industry, it is now more important than ever to have a comprehensive plan for your institution to achieve its goals and financial targets. Ensuring that your financial institution has accurate, flexible, and transparent strategic and tactical plans will help you address both external and internal challenges, while ensuring you have a roadmap toward profitable growth.
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  • 5 Strategies to Unlock the Full Power of Your Bank

    Oct 25, 2017
    Join us for this complimentary BAI webinar and hear executives from Salesforce, nCino, and SunTrust who will share 5 strategies for building windows of transparency between silos and unlocking the full power of the bank. This webinar will provide actionable ways to put your bank’s customers — rather than products, channels, or transactions — at the center of every interaction.
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  • A.I. in Banking: The Next Frontier in Customer Experience

    Oct 12, 2017
    One of the most important applications of artificial intelligence in banking is for the improvement of the customer experience. Join us for this complimentary BAI webinar and hear from Jim Marous as he shares valuable insights of the research findings from the just released Digital Banking Report on A.I. sponsored by Deluxe.
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  • Unlocking Analytics to Drive Retail Distribution and Workforce Optimization

    Sep 28, 2017
    Branch transformation is a major undertaking. It requires leadership, resilience, and coordination of various priorities such as digital migration, technology investments, distribution and workforce optimization. Transformation also requires the agility to pivot based on new data and insights. Join us for this complimentary BAI webinar and hear insights from experts who work closely with banking executives, branch transformation leaders, distribution, and workforce management teams.
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  • The 411 on A.I. in Financial Services

    Sep 20, 2017
    Artificial intelligence (A.I.) is a huge buzz word in financial services today. But what does it really mean for financial institutions? A.I. has been in play for over 50 years, but with the advance of new, cheaper and more evolved technology, as well as the huge amounts of available data, A.I. is now coming into its own.
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  • The Paths of Least Resistance: Retaining accountholders and attracting new opportunities

    Sep 13, 2017
    Much has been made of designing financial-services products to target millennials, and rightly so since they will make up three-quarters of the working-age population by 2025. However, honing in on one age group misses the nuances of consumer preferences for how they want to interact with financial-services companies and doesn’t take into account demographic or geographic differences
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  • Digital: The Biggest Misconceptions and Costly Mistakes

    Aug 30, 2017
    Join us for this complimentary webinar as BAI and Q2 explore seven of the most costly digital marketing mistakes and other key insights from the BAI Banking Outlook and BAI Consumer Outlook surveys. Learn which digital channels offer the best opportunities for financial services organizations and provide the greatest service to consumers.
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  • Driving Mobile App Engagement through Analytics and Personalization

    Aug 29, 2017
    Join us for this complimentary BAI webinar and hear insights on how to get the most out of your mobile apps from acquiring new users, driving post download engagement and even personalizing in app product recommendations.
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