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Designing better courses: Fundamentals of instructional design

Engaging learners during compliance training is a challenging task. Training is a crucial component to developing your organization’s employees, but if the material isn’t relevant and engaging, learners will struggle to retain key concepts and complete Read More

By |2024-03-11T09:48:51-05:00March 1st, 2024|Comments Off on Designing better courses: Fundamentals of instructional design

State of U.S. Deposits

Join us for the March installment of the state of U.S. deposits webinar series to learn the latest consumer and small business industry trends. To help financial services leaders navigate current market conditions, BAI Research leverages Read More

By |2024-02-29T11:24:19-06:00February 29th, 2024|Comments Off on State of U.S. Deposits

Breaking industry barriers: New avenues of growth for credit unions and banks

Increasing competition from fintechs, neolenders, and tech giants is compelling banks and credit unions to seek out innovative business models to expand and diversify their sources of revenue. By embracing strategies such as distributing financial products through retailer websites and points of sale or creating value-added bundles that include both financial and non-financial partner products, financial institutions have the potential to achieve up to 20% increases in revenue. Join us for this complimentary BAI webinar to hear FintechOS’s Mariana Henriques speak with Matt McCombs, President and CEO of Vibrant Credit Union, a 50,000-member financial institution serving Iowa, Illinois and Indiana, about how they reinvented their direct origination business.

By |2024-02-27T15:00:40-06:00February 21st, 2024|Comments Off on Breaking industry barriers: New avenues of growth for credit unions and banks

Differentiate with frictionless CX: Best practices to maximize client value and reduce costs

Complex regulations, AI-enabled business change, increasingly uncertain economic landscape, changing customer expectations… The list goes on when it comes to the challenges today’s banking leaders must address to achieve their key goals. Aberdeen Strategy & Research recently finished a study of how financial firms around the world plan and execute customer experience (CX) and operational programs. The findings revealed that balancing cost-cutting measures, such as growing use of self-service, while elevating the quality and consistency of customer experiences reigns supreme. However, achieving these goals is not easy. For that, firms must minimize and address friction across the broader CX value chain — spanning all business departments.

By |2024-02-27T15:01:27-06:00February 20th, 2024|Comments Off on Differentiate with frictionless CX: Best practices to maximize client value and reduce costs

Mastering customer engagement in banking: A roadmap to success

In 2024, banking leaders are tasked with growing deposits and increasing customer satisfaction, but how can they achieve this while balancing technology advancements and ensuring they retain top talent?

End-to-end customer engagement is the cornerstone of this Read More

By |2024-02-27T15:04:06-06:00January 31st, 2024|Comments Off on Mastering customer engagement in banking: A roadmap to success

Navigate SMB lending: Best practices in an evolving landscape

The discussion will cover key strategies and best practices to drive profitability and offer insights to stay ahead of the curve and position your institution, big or small, for success in small business lending. Read More

By |2024-01-02T16:48:11-06:00January 2nd, 2024|Comments Off on Navigate SMB lending: Best practices in an evolving landscape

2024 banking and consumer trends

Join us to learn the latest consumer and banking trends impacting 2024 and beyond. You’ll hear results from our annual BAI Banking Outlook survey, which deep dives into the banking preferences and priorities of executives from Read More

By |2023-12-21T10:39:47-06:00December 21st, 2023|Comments Off on 2024 banking and consumer trends

Enterprise risk ratings: Unlocking the power for your financial institution

Enterprise risk ratings contribute to a standardized approach to evaluate and communicate the level of risk across an organization. They help decision-makers make informed choices and prioritize risk management efforts. Risk ratings can also enhance learning Read More

By |2023-12-14T15:26:27-06:00December 14th, 2023|Comments Off on Enterprise risk ratings: Unlocking the power for your financial institution

New CRA final rule: What to expect and how to prepare

The Community Reinvestment Act (CRA) was designed to encourage commercial banks and savings associations to help meet the needs of borrowers in all segments of their communities, including low- and moderate-income neighborhoods. Recently, a final rule Read More

By |2023-11-21T09:16:21-06:00November 21st, 2023|Comments Off on New CRA final rule: What to expect and how to prepare

State of U.S. Deposits

In this presentation, informed by BAI’s latest consumer and small business weekly deposit data and our team of industry analysts, we will address the latest trends in deposits and what we expect to unfold as we Read More

By |2023-12-18T13:38:37-06:00November 8th, 2023|Comments Off on State of U.S. Deposits

What everyone must know about cybersecurity: Beyond the basic phishing and poor passwords

In this webinar, Sai Huda, CEO, CyberCatch, a globally recognized cybersecurity expert and author of the best-selling book, Next Level Cybersecurity, will cover what every role in your financial services organization needs to know about cybersecurity, Read More

By |2023-10-26T10:23:02-05:00October 26th, 2023|Comments Off on What everyone must know about cybersecurity: Beyond the basic phishing and poor passwords

Social media strategies for financial institutions

Join us for a conversation with Alessandra Pecoraro, Senior Manager of Performance Marketing & Analytics at Vericast to learn what you need to consider as you build your institution’s social media strategy for 2024. Read More

By |2023-10-19T11:27:11-05:00October 19th, 2023|Comments Off on Social media strategies for financial institutions

Improve your lending experience while de-risking your portfolio

Join us for this complimentary webinar to learn how you can use enterprise intelligence to find the optimal borrowers to transform your lending portfolio. See how the strategic application of smart forms technology and transformed omnichannel Read More

By |2023-10-16T11:09:51-05:00October 16th, 2023|Comments Off on Improve your lending experience while de-risking your portfolio

Marketing strategies to increase account acquisitions

Join us for a conversation about how the integration of market intelligence and media mix expertise can bring new checking account volumes and allow your financial institution to tailor their marketing initiatives to lead to a Read More

By |2023-09-29T09:19:45-05:00September 29th, 2023|Comments Off on Marketing strategies to increase account acquisitions

What you need to know about AI

Join us for this complimentary BAI webinar to hear insights about many of the key questions financial services organizations have with AI along with what resources are available to help them create AI policies to help Read More

By |2023-09-26T16:59:35-05:00September 26th, 2023|Comments Off on What you need to know about AI

Banking ahead of the curve: A framework for the future of credit

Join us for this complimentary webinar as Chris Stanley and Pam Bickel from Moody’s Analytics explore an emerging framework for the future of lending, and how it can influence your approach to growing profitably and fostering Read More

By |2023-09-07T11:22:32-05:00September 7th, 2023|Comments Off on Banking ahead of the curve: A framework for the future of credit

Payment innovations: How to maximize growth and prevent fraud

In this webinar, we will cover how banks, credit unions, fintechs, retailers, and other participants in the payment ecosystem can tap into these new innovations to fuel growth. We will also cover how businesses can identify Read More

By |2024-02-27T15:10:25-06:00August 25th, 2023|Comments Off on Payment innovations: How to maximize growth and prevent fraud

Faster payments, faster fraud? How to stay ahead of the fraud race in an instant world

Offering real-time payments (RTP) can provide a number of benefits to financial institutions (FIs) from attracting new customers to enhancing the customer experience.

For small and mid-market FIs offering instant payments can also provide a competitive edge. Read More

By |2023-08-23T10:05:17-05:00August 23rd, 2023|Comments Off on Faster payments, faster fraud? How to stay ahead of the fraud race in an instant world

State of U.S. Deposits

Join us for the latest view of the state of U.S. deposits. To help financial services leaders navigate current market conditions, BAI Research leverages insights from industry leaders and an industry-leading data network to report on Read More

By |2023-08-22T10:37:11-05:00August 22nd, 2023|Comments Off on State of U.S. Deposits