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.

  • Mobile & Digital App CX, How Visual Engagement Can Help You Win and Retain Customers

    Apr 15, 2020
    Learn the benefits of adding “Visual Engagement” to your customer’s digital and mobile app experience in banking, lending and investment management.
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  • Harnessing the Digital Customer Journey to Drive Customer Growth and Deepen Relationships in Uncertain Times

    Apr 22, 2020
    Join us for this complimentary BAI webinar to hear experts define opportunities and challenges for financial services companies both to better engage customers and prospects and to better manage and optimize sustainable demand.
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  • Start the Transformation with an E-signature

    Apr 28, 2020
    Join us for this complimentary BAI webinar to hear a panel of digital banking leaders from Industrial Alliance and Royal Bank of Canada share best practices for deploying e-signature microservices.
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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.

  • 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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  • Driving Human Interaction to Improve Customer Service and Operations

    Jun 18, 2016
    With increased competition and a more empowered consumer, it’s not enough for banking organizations to compete on just product. Creating strong relationships and great customer experiences are needed to be successful. This BAI Webinar sponsored by Polycom will discuss the key steps financial services organizations can take in order to enable collaboration and drive value to the business by leveraging unified communication solutions to create efficiencies across customer-facing channels.
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  • BAI Industry Forum

    Boston | Oct 8 - 10, 2019
    The BAI Industry Forum includes customer meetings, executive roundtables and other unique industry content. There are also opportunities for these groups to come together for networking, thought leadership and discussions on key issues in financial services.
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  • A Tale of Two Innovations

    Jun 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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  • What Doesn’t Kill You Makes You Stronger: Best Practices for Managing Consumer Complaints

    Jun 29, 2016
    The Consumer Financial Protection Bureau (CFPB) and other banking regulators have raised the stakes on consumer complaints. Consumers can now file regulatory complaints online with the CFPB, and consumer feedback plays a key role in how the agency exercises its oversight. How should banks manage the compliance and reputation risks related to complaints? This complimentary BAI webinar will help financial institutions develop a compliance program that helps to identify emerging customer issues before they spell disaster. Steven Ramirez, a financial services thought leader and CEO of Beyond the Arc, will share case studies and practical tips for strengthening complaint management. He’ll discuss how you can learn from consumer complaints to deepen customer relationships and drive incremental business CE Credits : Earn 1.25 CRCM Credits*
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  • Preparing for Enhanced HMDA Data Collection and Reporting

    Jun 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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  • 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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  • 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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  • The Convergence of Physical and Digital Channels

    Apr 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 Retail Banking Outlook

    Apr 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.
    Learn More
  • E-Signatures & The Future of Client Onboarding

    Mar 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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