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.

  • 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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  • Leveraging Technology to Enhance Customer Experience

    Jan 17, 2017
    Customer experience is crucial to brand loyalty and customer longevity. And let’s face it; technology plays a huge role in the digitally savvy consumer’s perception of how well their needs are met. While many financial institutions tend not to think much of their online offerings, they are trusted by customers above almost any other service provider and report greater satisfaction with online banking than expected. So how can financial institutions take their services and customer satisfaction to the next level?
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  • Finding a New Differentiator for Mid-sized and Community-based Financial Institutions

    Nov 29, 2016
    For decades, midsize and community-based financial institutions held the advantage over big banks in providing superior customer experience. However, this advantage has eroded because big banks are now providing better digital offerings and in-person interactions. They also have a customer experience advantage with important growth segments, such as millennials, emerging affluent and minorities In this complimentary BAI webinar, learn what this means for your organization and how to identify new opportunities to stand out in a crowded marketplace.
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  • BAI Retail Banking Outlook

    Nov 15, 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 banking executives are grappling with both challenges and opportunities as they view the road ahead.
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  • Pricing Payment Services: The Customer’s Perspective

    Nov 2, 2016
    This BAI webinar will stimulate a candid and constructive dialogue about how to tackle the challenge of pricing payment services in the 21st century. The questions and concerns remain the same, but new insights may be gained by rethinking the challenge from the customer’s perspective.
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  • Maximum Recognition, Minimal Effort: How Financial Services Meets Millennials’ Emotional Needs

    Oct 11, 2016
    This webinar will examine the motivational drivers millennials use to make purchase decisions in three financial services categories: auto insurance, mortgage lending, and digital wallets. It will discuss the Neuroanalytics process used to discover motivations and apply them to the strategic and creative process for optimal results. It will also look at fascinating consistencies in the millennial mindset that will help any company targeting millennials form a game-changing strategy that addresses their subconscious desires.
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  • Combating Cyber and Data Breach Threats

    Sep 26, 2016
    Cyber and data breach threats are a top concern for financial services organizations and their customers. When sensitive information is exposed, it threatens an organization's trustworthiness, credibility, and bottom line. It also places employees and customers at risk for fraud and identity theft.
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  • Positioning Business Mobile Deposit to Win with Small Business

    Sep 8, 2016
    After Mobile Deposit skyrocketed in popularity among consumers, banks are now coming to market with Business Mobile Deposit, designed for business users. Currently, two-thirds of the nation’s checks are written to businesses. Migrating these transactions to digital channels has become a top priority for financial services organizations, and they are taking a hard look at the way they serve small businesses, the most frequent visitors to branches and heavy users of counter deposits.
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  • Increasing Profitability through Instant Issuance in an EMV-ready Environment

    Aug 24, 2016
    The proliferation of non-bank payment solutions available in today’s marketplace has made it increasingly difficult for financial services organizations to strengthen client relationships and retain account holders. Leveraging changes in technology, in-branch card issuance gives issuers the opportunity to transform the branch experience and offer services to align with consumers’ lifestyle: immediacy, flexibility, and convenience. The migration to EMV offers issuers the opportunity to expand card issuance platforms and reconnect with their cardholders.
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  • Enhancing Workforce Management to Increase Efficiencies

    Aug 29, 2016
    In a dynamic marketplace, the ability to be responsive to customer and competitive changes is critical. Organizations need to leverage existing teams, technology and processes to meet the ebb and flow of daily business in a way that’s productive and efficient. One key factor contributing to successful adoption is effective workforce management. By leveraging this strategy, you can see not only how your teams are performing, but also how well your business is operating and identify what changes need to be made to increase efficiency.
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  • Strategies to Automate and Comply with Know Your Customer

    Aug 17, 2016
    Consumer expectations are high, competition is fierce, and margins are getting thinner in many areas of retail banking. To combat these market and customer dynamics, banks must create a robust and compelling customer experience despite ever increasing and changing regulations like Know Your Customer (KNC). With financial services organizations receiving over $10 billion in fines since 2013 for noncompliance, Know Your Customer should be on the forefront of everyone’s mind.
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  • Key Trends Impacting Payments Fraud

    Jul 13, 2016
    Payments fraud continues to be a key concern for financial services organizations as they look to build sustainable revenue and profitability. With the shift to online and mobile banking, fraud executives must contend with, not only existing fraud, but also find ways to stay ahead of new and unprecedented fraud threats. Balancing customer experience and expectations with fraud prevention is essential to compete with emerging competition. Join us for this BAI Webinar, Key Trends Impacting Payments Fraud, to hear expert insights into the most critical fraud issues impacting the financial services industry and opportunities to combat them.
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