Banking Strategies to Power Smart Decisions

View BAI Banking Strategies content, BAI research and other BAI thought leadership.

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New opportunities for branch and ATM integration

Jul 31, 2025

Learn about the always evolving yet still vital role that branches and increasingly interactive ATMs play in modern banking. BAI gathers a panel of industry practitioners who explore these topics in our BAI Special Report. Download this BAI Special Report to...
Consumer Banking

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Quality deposit growth and customer retention

Jul 14, 2025

BAI spoke with thought leaders within the financial services industry to explore the latest on the deposit landscape. Learn more about how these industry leaders are bolstering healthier deposit growth and retention in this BAI Special Report....
Business Banking / Consumer Banking

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Keeping pace with the payments evolution

Jul 10, 2025

In our July BAI Executive Report: Keeping pace with the payments evolution, we hear from banking thought leaders who examine the consumer habits urging ever faster adoption of the new ways we all transact daily....
Payments
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Topics

Formats

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Reimagining talent, training & culture in banking

Jun 12, 2025

In our BAI Executive Report: Reimagining talent, training & culture in banking, we explore topics that span efficient customer engagement training, leveraging marketing team resources and smart internal-fraud prevention steps....
Talent & Workforce Management

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Unlocking value through technology optimization

May 8, 2025

In our May BAI Executive Report: Unlocking value through technology optimization, we dip into several departments and business lines facing decisions on both routine and strategic upgrades, from your core to what’s next for BaaS, personnel flexibility, agility in the...
Technology

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State of the U.S. Deposit Market

Apr 22, 2025

This year's first installment of the quarterly State of the Deposit Market eBook series offers a comprehensive analysis of the underlying trends driving the current industry landscape. Powered by BAI's proprietary research, it reviews year-end results for 2024 and what...
Business Banking

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Growing quality deposits and customer acquisition

Apr 8, 2025

In our April BAI Executive Report Growing quality deposits and customer acquisition, we feature the topics that speak to the industry’s leading business concern for 2025: restoring healthy deposit accounts and boosting engagement with accountholders....
Consumer Banking

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Branches: Adapting for the modern customer

Mar 6, 2025

In our March BAI Executive Report Branches: Adapting for the modern customer, we’ve gathered technology, design and marketing experts to help banking leaders optimize this valuable customer and member touchpoint....
Consumer Banking

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How banks best measure performance

Feb 13, 2025

The February BAI Executive Report: How banks best measure performance explores how data, especially peer-based benchmarking, increasingly helps a dynamic financial services industry understand the marketplace and act....
Consumer Banking

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2025 ProSight Banking Outlook

Feb 3, 2025

The 2025 ProSight Banking Outlook (formerly the BAI Banking Outlook) offers plenty of valuable insights for an evolving financial landscape. Trends like digital banking dominance, rising AI integration and increased consumer demand for personalization are reshaping the industry. Get a deeper...
Business Banking / Consumer Banking

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Fortifying your fraud defenses

Jan 9, 2025

In the January BAI Executive Report: Fortifying your fraud defenses, industry experts help banking leaders keep step with the latest fraud-fighting developments, including empowering staff, smoothing customer experiences and incorporating fraud vigilance as a strategic feature....
Consumer Banking

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The 2025 banking landscape

Dec 6, 2024

In the December Executive Report: The 2025 banking landscape, your peers share the strategies and solutions you’ll need to prepare for economic and market uncertainty and streamline operations to preserve margins. Plus, they weigh in on how to fortify your...
Consumer Banking

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Harnessing the power of AI in banking

Nov 7, 2024

Download this resource to help you and your colleagues understand and improve AI adoption inside the bank and credit union. And please forward the email to others in your organization who will benefit from this valuable information....
Technology

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State of the U.S. Deposit Market

Oct 22, 2024

This eBook offers a thorough quantitative and qualitative analysis of the institutional and attitudinal data generated by BAI's comprehensive research and benchmarking programs....
Business Banking

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Anticipating banking’s 2025 marketing trends

Oct 17, 2024

We’ve pulled together a strong lineup of articles that will inform your team, and your broader enterprise, of the marketing strategies and practices that will shape 2025 and beyond. Download this resource to help you and your colleagues understand and...
Marketing & Sales

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The continued digital evolution in banking

Sep 26, 2024

Digital banking continues to impact our industry in a wide variety of ways – and in a wide variety of areas. From open banking to AI, to branch banking and staffing needs, digital banking touches nearly every aspect of banking....
Digital Banking

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The strategic contact center of today and tomorrow

Sep 19, 2024

Today’s contact centers are an operational nucleus that can play a strategic role just as much as they retain their significance as a first line in customer relations. BAI recently spoke with several prominent individuals within the financial services industry to...
Customer Experience

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Navigating effective risk management

Sep 12, 2024

Managing risk is key to positioning your institution and its valued customers and partners for the best possible outcomes. From calculating growth opportunities amid interest-rate changes and with commercial real estate (CRE) health still in question, to proving operational and...
Compliance, Regulation & Risk

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Small businesses: Capturing more of this valuable segment

Aug 14, 2024

Check out our August BAI Executive Report: Small businesses: Capture more of this valuable segment to learn how to take smarter advantage of the SMB space....
Business Banking

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State of the U.S. Deposit Market

Aug 2, 2024

The higher for longer rate environment continues to put a strain on U.S. consumers and small businesses, in this eBook BAI research provides the latest attitudinal and institutional data, examining the key ways depositor sentiment translates into action. Financial institutions can use these insights to assess their performance relative to peers and to evaluate and adjust their strategies amid evolving market trends.
Business Banking

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Small Business Banking Trends

Jul 11, 2024

In March 2024, BAI surveyed small business owners to gain insight into their economic optimism and banking preferences in the high-rate economic environment. Financial institutions can use the revealing survey insights to inform their customer acquisition, relationship deepening, customer service and product development strategies.
Business Banking

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Modernizing payment methods

Jul 11, 2024

With a look to what’s next for the fast-changing payments space, the July BAI Executive Report: Modernizing payment methods explores smart core and vendor technology to help financial institutions in an arena churning with new options for consumers, SMBs...
Payments

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Combating the latest security and fraud threats

Jul 2, 2024

BAI recently spoke with several prominent individuals within the financial services industry to explore the current fraud threats they are facing, and the solutions available to fend off fraudsters and educate employees....
Fraud Prevention

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Elevating customer service across the enterprise

Jun 6, 2024

High-touch interactions, because they may be rarer these days, still demand your budget dollars. And how financial institutions support the humans interacting most often with the real people on the other side of the transaction matters more than ever. We...
Consumer Banking