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.

  • 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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  • 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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