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.

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


Banking in 2018 – From the Customer’s Perspective

Bank CustomersSometimes the best insight into what customers want from their financial services organization is to simply ask them. That is why BAI conducted a consumer research study with 2,000 customer responses to answer the burning questions that keep bankers up at night.

Learn what these customers said and gain actionable insights that will help you make smart business decisions in the year ahead.

Insights include:

  • Why customers would choose a new financial services organization and how you can use these insights to attract and retain customers
  • How trends in consumer banking behavior will impact financial services operations in the year ahead and what the best strategies are in the near future
  • What consumer attitudes are about savings/deposits as interest rates rise and what you can do to prepare your organization’s strategy for the rising rate environment
  • Where the biggest gaps in customer needs vs. bank performance are and how financial services organizations like yours can stand out from the pack

Download the webinar | Read the press release