BAI Strategic Research

BAI Banking Outlook

The BAI Banking Outlook program conducts industry research regularly on a variety of topics to provide financial services leaders with actionable insights on the latest trends in the industry.

The State of Culture and Conduct in Financial Services

Culture ImageDo you know where your culture and conduct strategy stands relative to your industry peers? Hear what Financial Services professionals are saying about the culture and conduct at their organizations in the latest BAI Banking Outlook research.

Join us to gain the actionable insights you need to make smart decisions about your strategy.

Insights will include:

  • What impact does the size of an organization have on culture, conduct and engagement?
  • What impact does employing a conduct officer have on your organization?
  • What changes to your culture and conduct strategy will make the biggest impact?

Download the webinar | Check out the infographic | Read the Press Release



Business Banking Insights

small businessDo you know what your business banking customers are looking for in a financial services organization? BAI conducted a survey of business owners to find out.

Join us for this complimentary BAI webinar to gain actionable insights that will help you make smart business decisions in the year ahead.

Get the answers to these strategic questions and more:

  • What are the top reasons businesses might change financial services providers?
  • How are businesses shopping for new accounts?
  • What are businesses top customer experience priorities?

Download the webinar | Check out the infographic | Read the press release 



What’s Next: 2019 Outlook

Bank branchAre your 2019 priorities aligned with your customers' expectations? BAI conducted separate surveys to consumers and leaders at financial services organizations to find out.

Join us for this complimentary BAI Webinar to gain actionable insights that will help you make smart business decisions in the year ahead.

Get the answers to these strategic questions and more:

  • What are financial services leaders’ top priorities for 2019?
  • Are financial services organizations keeping up with customers’ expectations and needs with digital capabilities?
  • What are the biggest gaps in customer experience?
  • How are fintechs impacting the financial services landscape?

Download the webinar | Check out the infographic | Read the press release



Leading Indicators in Customer Retention

Banking customerAre your customer retention and relationship deepening strategies aligned with your customers' expectations? BAI conducted separate surveys to consumers and leaders at financial services organizations to find out.

Join us for this complimentary BAI Webinar to gain actionable insights that will help you make smart business decisions in the year ahead.

Get the answers to these strategic questions and more:

  • How does opening an account effect a customer’s Net Promoter Score?
  • What are the differences in customer loyalty between generations?
  • How do the reasons for selecting a main bank change between generations?

Download the webinar | Check out the infographic | Read the press release



Trends in Marketing & Customer Acquisition

Marketing meetingIs your marketing strategy aligned with your customers' expectations? BAI conducted separate surveys to consumers and marketing leaders at financial services organizations to find out.

We provided actionable insights that will help you make smart business decisions in the year ahead.

Get the answers to these strategic questions and more:

  • What are the top reasons consumers choose a new main bank?
  • Where are consumers opening new accounts?
  • Are marketing leaders aligned on customer expectations?
  • What improvements to your customer experience will make the biggest impact?

Download the webinar | Check out the infographic | Read the press release


Trends in Talent Management

Millennial bankersIs your talent management strategy aligned with your employees' expectations? BAI conducted separate surveys to employees and HR leaders at financial services organizations to find out.

We revealed what financial service industry professionals said and shared actionable insights that will help you make smart business decisions in the year ahead.

Insights include:

  • What are the top reasons financial services employees will leave their organization?
  • How do leadership programs impact employee engagement and retention?
  • Are HR leaders aligned on employee engagement?
  • What changes to your talent management strategy will make the biggest impact?

Download the webinar | Check out the infographic | Read the press release