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Research & Benchmarking

Real Data, Real Insights, Real Results

Validate Results, Find Opportunities, Create Strategies – Repeat

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What do you get from participating in BAI Research Programs?

  • Macro level Insights, derived from direct reported data, into the biggest banking trends
  • Validation of your initiatives compared to your peers, so you know if you’re lagging or leading
  • Flexible views that allow you to understand what’s happening through multiple lenses, including:
    • Deposit Product level analysis
    • Market level analysis
    • Segment level analysis
    • Channel level analysis
  • Timely data to keep a pulse on the market dynamics
  • Detailed metrics to measure what matters
  • Interpretation and review of results from BAI Research Intelligence Experts

Without real data, you could miss insights into understanding how you’re doing and where you need to shift. BAI’s independent, unbiased programs allow you to stop guessing and start implementing.

True Industry Expertise

We’ve delivered actionable benchmarking data and insights for two decades, enabling leaders to make smart business decisions every day. With the majority of the top 100 U.S. Financial Institutions contributing and relying on BAI to provide timely and insightful metrics we offer a birds eye view through data and conversations about what is really happening in the constantly evolving financial services industry.

What’s in Our Database?

Consumer Deposits Benchmarking:

0~
U.S. Market Share
0$
Deposits
0$
Loans
0MM
Households
0K
Branches

Small Business Benchmarking (Businesses up to $20MM):

0~
U.S. Market share
0$
Deposits
0$
Loans
0MM
Customers

Go In-Depth With Our Bank Benchmarking Programs

Consumer Banking: Deposits & Cross-Sell

BAI helps financial institutions understand consumer deposit benchmarking in the industry. The unique resource enables you to assess total deposit performance versus peers. Validate results, find opportunities, and create strategies. This report goes in-depth by product, account, household, and various segments.

Small Business Banking: Deposits & Cross-Sell

Define small banking your way by cutting BAI’s data how you need to see it, up to $20MM. This way, you can finally get comparable insights versus your peers. The report goes in-depth by business size, business age, industry and product to help you confirm results, find opportunities, and create strategies.

Digital Banking

Digital is complex. BAI brings a unique view into your digital performance to help you simplify results so you can validate how your digital acquisition, on-boarding, and adoption metrics compare to your peers.

Talent Management

BAI brings banking and organizational structure insight into people management. This includes recruiting and retention metrics, as well as DEI initiatives.

best interests in the industry

How BAI’s Unbiased Benchmarking Works for You

We provide unbiased insight into your performance. As a nonprofit, independent organization, we have no agenda other than promoting the best interests of financial institutions and the industry as a whole.

Step 1
Submit Your Data

We collect and anonymize important banking data about your organization, customers, employees, and outcomes.

Step 2
Detailed Reports

You receive detailed reports with options to segment in multiple areas such as; generations, granular geography, wealth, channel, and more.

Step 3
Objective Analysis

We compare your data to your industry peers, objectively evaluating your performance across segments through measurable metrics and scorecards.

Step 4
Thorough Presentations

Our Research Intelligence Experts present the benchmarking results to your entire team. The executive readouts, 1:1 reviews, and training help ensure a clear understanding of your report.

Step 5
Ongoing Reports

Add ongoing Pulse Reports for weekly or monthly updates to keep you up-to-date.

The Small Business Landscape is Rapidly Changing. Use BAI’s Small Business Industry Report to understand how to adapt.

Small business industry data gives financial services organizations the power to serve their customers. BAI and BrightQuery (BQ) have formed a strategic alliance to provide the resources businesses need to understand their markets, customers, and future.

Using 100% of private and public company information, this industry report created in conjunction with BAI allows you to see what is changing monthly in the Small Business Landscape. Select views by industry, size, age, and geography to drill, confirm, and discover areas of opportunities or risks.

Have the clarity and confidence to make smart, strategic decisions for your organization and the businesses that you serve.

“If I ever went to a bank that didn’t have BAI research, I would bring it in!”

Executive
Super Regional Bank

“The BAI team provides insights and presents information through the lens of a banker – and I really appreciate that”.

Executive
Super Regional Bank

What Can Unbiased Benchmarking Do for You?

Get more insights. Ask better questions. Glean actionable intelligence and boost your performance. Expand your potential with BAI’s unbiased benchmarking.

Leverage Your Knowledge With BAI Banking Outlook

Dive deeper into the state of the industry.

Infographic

The Top Business Banking Insights for 2022

May 17, 2022

How has business banking changed due to the pandemic, and how has it shaped savings, financial provider relationships, and long-term loyalties?
Business Banking

Report

2022 Business Banking Insights

May 17, 2022

How are businesses feeling about the state of their finances heading into 2022, and how does that affect their relationships, loyalty, and ultimately, the business they’re doing with their financial providers?
Business Banking

Infographic

Protecting Against Fraud

Mar 28, 2022

BAI surveyed financial services organizations of all sizes and consumers from all generations. Those surveys reveal that fraud continues to be a significant digital banking concern for all age groups.
Digital Banking / Fraud Prevention

we are here to help

Want to learn more about Benchmarking?

See how BAI’s unbiased benchmarking unlocks actionable insights for your financial institution.