BAI Strategic Research

Strategic Research

Gather intelligence through BAI reports

BAI reports bring a broad spectrum of the latest industry facts and trends into perspective. Data is gathered on key issues and opportunities within financial services. Household and small business account trends are combined with views from consumers, senior bankers, and industry experts, yielding actionable insights.

With the right intelligence, based on objective data, you can fuel the decision-making process at your organization and adjust your course of action when needed.

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  • BAI Retail Banking Outlook

    Whether it’s defining the balance between digital and traditional channels or a renewed focus on talent management, financial services organizations face critical issues on several fronts. Learn what senior retail banking executives are focusing on in 2017, and stay up to date on current industry trends.
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  • Rates Are Rising- Are You Ready?

    Interest rates are on the rise, but what does that mean for the financial services industry? Take a journey through the past eight years to see how industry deposit trends have completely reshaped the deposit portfolio. Learn how bank balances shifted, what changed in cost of funds and where deposit balance growth has been realized. Find out how these trends will impact strategy as interest rates rise and what practical steps you can take to help prepare your organization in this changing landscape.
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  • Leveraging Technology to Enhance Customer Experience

    Customer experience is crucial to brand loyalty and customer longevity. And let’s face it; technology plays a huge role in the digitally savvy consumer’s perception of how well their needs are met. While many financial institutions tend not to think much of their online offerings, they are trusted by customers above almost any other service provider and report greater satisfaction with online banking than expected. So how can financial institutions take their services and customer satisfaction to the next level?
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White Papers
  • Engaging and Retaining Mass Affluent Customers

    As financial institutions look at opportunities for growth, there is an increased focus on engaging the high end of the mass market. This BAI report explores key challenges and opportunities in attracting and retaining this diverse group, ranging from young professionals to retirees. Read about how analytics will figure prominently in whether banks can change and adapt to this next level of personalized service.

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  • Tapping the Potential of Small Business

    BAI is pleased to present findings and analysis on a recently completed study of small businesses and their financial needs and activities, sponsored by Deloitte. The research and actionable insights presented in this report are designed to help bank executives identify opportunities for building new small business relationships while preserving and expanding existing ones.

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  • The Contact Center in an Omnichannel World: Redefining Customer Engagement

    To remain competitive and sustain growth amid changing consumer preferences and technology, today‘s retail financial institutions need to deliver a seamless experience to customers, across channels and transactions. The demand for what‘s known as “omnichannel delivery”– enabling customers to complete transactions or interactions with their financial institution across multiple channels with no disconnect – is growing as customers increasingly expand channel preferences to include digital, mobile and social.

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