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.

  • FinTech – From Disruptor to Partner

    Jul 18, 2017
    FinTech has become an integral part of the financial services industry today. And, as the constant stream of new FinTech players promise more convenience and a better user experience, they continue to gain traction, reaching the market at lightning speeds. Financial services leaders must have a clear plan of action to partner, versus compete with FinTechs, so they can learn from and leverage the power of FinTech.
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  • Citizens Bank Case Study: Moving from One-to-Many to One-to-One Customer Experiences

    Jun 28, 2017
    Digitally-empowered consumers are changing how banks communicate, interact, and acquire customers. A material opportunity exists to engage with a relevance and frequency that was previously not possible — and there is a risk for financial services companies who do not capitalize on this opportunity. Our speakers will discuss how Citizen’s Bank moved from a product-centric to a customer-centric marketing organization through data, analytics, and digital technology to expand the reach and deliver personalized customer experiences.
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  • Branch of the Future – Beyond “Brick and Mortar”

    Jun 22, 2017
    One of the most used terms in the financial services industry over the past few years has been the “branch of the future”. Whenever we hear this terminology, we would begin to envision and plan how the banking infrastructure should look, what products would be available and contemplate how to implement these wonderful new and upcoming technologies. But that is no longer the case today. The branch of the future extends well beyond simple “brick and mortar” and has to provide products and services that none of us imagined 10 years ago. The branch of the future has become the “branch of today”.
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  • BAI Retail Banking Outlook

    Jun 6, 2017
    Whether it’s defining the balance between digital and traditional channels or a renewed focus on talent management, financial services organizations face critical issues on several fronts. Learn what senior retail banking executives are focusing on in 2017, and stay up to date on current industry trends.
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  • The Executive Guide to the Banking Core

    Jun 1, 2017
    Today more than ever, digital technology is evolving at lighting speed and dominating the way financial organizations engage with their customers. Keeping pace with this constant change while meeting customer demand for a seamless omnichannel experience can be daunting, but not impossible. So how can financial organizations enhance their digital capabilities that will help them take their services and customer satisfaction to the next level? And the answer is: Core banking transformation.
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  • HMDA, TRID, and More: Navigating Regulatory Change in Mortgage Lending

    May 25, 2017
    Today’s mortgage lending market is complex and challenging. This webinar will address the challenges associated with navigating today's mortgage lending world from a regulatory perspective. Please join this complimentary BAI webinar with presenter Richard Horn
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  • Dodd-Frank – Prepare for potential changes

    May 11, 2017
    Changes to Dodd-Frank could have broad impacts across the financial industry and present new challenges for financial service organizations. This discussion will cover recent and anticipated changes in banking regulation as well as recommended areas of focus for compliance and risk functions within financial institutions.
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  • Beyond CRM: Why Sales Analytics Is Crucial for Sales Success

    Apr 27, 2017
    CRM systems are important. But if you depend on CRM for sales analytics, you’re missing the bigger picture—and letting important opportunities slip. How can you get the intelligence you need, from the data sources that matter, to drive sales strategy that wins? It starts with choosing a sales analytics platform that goes beyond CRM, diving deep into data and empowering users to make decisions that matter.
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  • Rates Are Rising- Are You Ready?

    Apr 12, 2017
    Interest rates are on the rise, but what does that mean for the financial services industry? Take a journey through the past eight years to see how industry deposit trends have completely reshaped the deposit portfolio. Learn how bank balances shifted, what changed in cost of funds and where deposit balance growth has been realized. Find out how these trends will impact strategy as interest rates rise and what practical steps you can take to help prepare your organization in this changing landscape.
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  • A.I., Coming Soon to a Bank Near You

    Mar 21, 2017
    Given the massive exposure A.I. has been getting in the media lately, you likely know that artificial intelligence (A.I.) holds major promise for the future of business – across all industries. What you might not know, however, is how A.I. is being implemented today to accomplish very practical objectives by leading global financial services organizations; such as to improve debt collection, enable customized, smart service menus, provide answers to complex foreign trade questions and more.
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  • Best of BAI Beacon: FinTech Opportunities for Small and Mid Size Enterprises

    Mar 27, 2017
    Small and medium size businesses (SME), despite being a significant part of many of the world’s economies and major contributors to economic growth, are notoriously underserved by traditional financial institutions. This is even more glaring when looking at the emerging segment of digitally native enterprises, which require completely different types of financial services and are the seeds from which companies such as Google, Uber and Airbnb are born. Startups, on the other hand, have been busy exploring new ways of serving this vast segment of customers and gaining great insights in the process.
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  • Enhancing Account Holder Satisfaction During Digital Conversions and Enterprise Change Events

    Mar 28, 2017
    Digital conversions and other significant enterprise change events can create challenges. But with proper planning, training and support, they can provide lasting benefits by improving account holder retention and satisfaction, and increasing sales opportunities.
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  • Training Frontline Professionals to Serve Well and Sell Right

    Mar 15, 2017
    No matter the industry, the frontline is key to the bottom-line. Not only is the frontline the first line of defense in mitigating risk, they are the drivers of new and expanded customer relationships. Therefore, training professionals must optimize the return on their training investment by providing instruction that demonstrates how to engage customers in meaningful discussions, align financial needs with appropriate products and services, and expand profitable customer relationships.
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  • Four Trends Impacting Your Bank’s Customer Experience

    Feb 27, 2017
    Bank officers typically rank, “meeting customer expectations”, among the top challenges facing today’s financial institutions. That’s because customers are becoming increasingly more demanding, often expecting their bank to deliver higher levels of service and personalization. And, why shouldn’t they?
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  • NYDFS Cybersecurity Regulations – Are you ready?

    Feb 13, 2017
    Financial institutions doing business in New York must be ready to comply with the new cybersecurity rules from the state’s financial regulator. The regulations—the first of their kind—will impose stringent cybersecurity rules and requirements on banks, credit unions, insurers and others regulated by the state’s Department of Financial Services. Expect to prepare for changes in staffing, data protection requirements and reporting.
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  • Emerging Employment Law Risk: Preparing Your Financial Services Organization

    Feb 15, 2017
    The dynamic employment law environment promises to present new challenges for financial services organizations in 2017. Join us for this complimentary BAI webinar, Emerging Employment Law Risk: Preparing Your Financial Services Organization and learn about recent and anticipated changes in employment law, as well as related employee training considerations.
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  • Best of BAI Beacon: Data Analytics to Improve Efficiency of Compliance Monitoring Programs

    Apr 10, 2017
    The sheer volume of data available and its potential to provide valuable insights to meet reporting and compliance standards, as well as reduce risk, is very beneficial. This volume of data can also mean that financial services companies are overwhelmed and are challenged to make sense of their information and derive value.
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  • Making the Case for E-Signature

    Feb 7, 2017
    While important to many top initiatives at retail banks and credit unions, it continues to be a challenge for many banks to prepare a solid business case for e-signature solutions that the many stakeholders across the enterprise can support. But without an e-signature solution, key priorities like paperless account origination, fraud detection and prevention, and seamless customer service cannot be achieved.
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  • Best of BAI Beacon: Millennials & Mobile: Identifying & Reaching Your Next Best Customers

    Feb 6, 2017
    Mobile is where to reach and connect with your current customers – and to help new customers discover and connect with your business. And that means marketing and advertising need to be mobile first, not just digital first. One key growth segment is Millennials because they are growing in economic power—and they are also just growing up.
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  • Best of BAI Beacon: Identity Theft - The Rise in Synthetic Fraud

    Jan 25, 2017
    Identity theft continues to be a growing concern for financial institutions large and small, but authorities say there is a new twist on an old problem - synthetic identity fraud. It is more prevalent today because with the switch to chip cards, fraud at the point of sale is hard to commit.
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