Banking Strategies to Power Smart Decisions

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

Report

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

Article

Effective staffing for banking’s digital future

Dec 5, 2024

By Sekou Kaalund
A Q&A with U.S. Bank’s Sekou Kaalund on leveraging the wisdom of seasoned employees and attracting new talent for the ongoing digital push.
Talent & Workforce Management

Article

Why creativity is a banking-talent attribute

Oct 8, 2024

By Lee Farabaugh
A Q&A with Lee Farabaugh, co-founder of Monarch, a division of Core10.
Talent & Workforce Management / Technology
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Article

Using bank branch workforce management to drive sales

May 14, 2025

By Jackie Hudson
A version of this article first appeared in the March BAI Executive Report on Branches: Adapting for the modern customer. Inside the issue, you’ll find coverage on middleware upgrades to connect ATMs and branches to evolving digital platforms, smarter branch...
Customer Experience / Talent & Workforce Management

Article

Benchmarking can help optimize a key resource: personnel

Apr 17, 2025

By Marilyn Kennedy Melia
A version of this article first appeared in the February BAI Executive Report: How banks best measure performance. Read more within to discover how data, especially peer-based benchmarking, increasingly helps a dynamic financial services industry understand the marketplace and...
Talent & Workforce Management

Article

Data-first strategies strengthen relationship banking and help smaller banks compete

Oct 30, 2024

By Kim Snyder
A Q&A with Kim Snyder, founder of fintech KlariVis.
Talent & Workforce Management / Technology

Article

The M&A market is back — what financial services strategists should know before diving in

Sep 10, 2024

By Daniel Reeve
Tech-stack optimization, disparate financial data, culture clashes and other challenges are hard realities. Addressing these issues early is key to post-merger success.
Talent & Workforce Management

Webinar

Optimizing the frontline manager experience: A strategic lever for employee retention and performance

Recorded: Sep 25, 2024

Join us to gain actionable insights to elevate the frontline manager experience, ultimately unlocking improved operational efficiency and a competitive edge in the financial services landscape....
Talent & Workforce Management

Article

Q&A with Simmons Bank’s Nick Kieffer: Invest in talent and you’ll invest in customers

Aug 13, 2024

By Nick Kieffer, Rachel Koning Beals
What matters most in the contact center—tech agility, call efficiency, agent continuity or soft skills? All of it. All of the time.
Talent & Workforce Management

Article

Smarter leadership: Advantages and best practices for succession planning

Jan 16, 2024

By Raj Syal, Nichole Kneedler, Edmund Lawler
Huntington Bank talent executives share how they scour the ranks from ‘top to bottom’ to promote strong candidates from within.
Talent & Workforce Management

Article

Tap virtual reality, AI and more to upskill talent development

Jan 4, 2024

By Katie Kuehner-Hebert
Technology platforms and training help create more productive, loyal employees for banks and credit unions.
Talent & Workforce Management

Article

Key steps financial services organizations should take to attract and develop talent

Dec 19, 2023

By Edmund Lawler
Edmund Lawler shares some perspectives from financial services leaders and industry consultants on the cultivation of talent, an organization’s most valuable asset.
Talent & Workforce Management

Report

Priorities in talent and professional development

Nov 17, 2023

The cultivation of talent, an organization’s most valuable asset, is a critical step to becoming an employer of choice, especially with today’s challenges of recruiting the best candidates and retaining engaged employees. In this month’s BAI Executive Report, we explore the...
DEI & ESG / Talent & Workforce Management

Job Aid

Assigning the Right Compliance Courses to the Right People

Sep 28, 2023

For a more in-depth look at the factors financial services organizations should look at when assigning courses, download “Assigning the Right Compliance Courses to the Right People” today. Learn More...
Talent & Workforce Management

Article

Addressing banking’s digital skills shortage

Jul 24, 2023

By Carlin Brent
By staying connected to the current needs of the business and understanding where talent is and what it wants, you can begin to address the skills gap.
Talent & Workforce Management

Article

Tackling the talent challenge in consumer banks

Jun 28, 2023

By Stella Ioannidou
‘Pacesetter’ banks emphasize retention, reskilling and redesign toward building employee-focused organizations to drive higher ROE and lower churn.
Talent & Workforce Management

Job Aid

Leveraging Microlearning for Compliance Training

May 4, 2023

Microlearning continues to grow in popularity for busy professionals because of its focus and efficiency. However, financial services regulators and compliance professionals are frequently skeptical about microlearning being appropriate for compliance training. Identifying how and when to utilize microlearning for compliance training...
Talent & Workforce Management

Article

Pay transparency will help banks hire and retain talent

Mar 7, 2023

By Tanya Jansen
Those who embrace transparency will attract more applicants and streamline their hiring process, and will also foster a more engaged and trusting workforce.
Talent & Workforce Management

Job Aid

How Career Pathing Can Make Your Training More Effective and Engaging

Feb 23, 2023

The Benefits of Career Pathing Career pathing, the ability to group related courses in a learning management system, enables your employees and managers to establish clear career goals and identify the skills required for targeted career and succession planning. Engage,...
Talent & Workforce Management

Article

Workforce flexibility is a banking innovation

Jan 27, 2023

By Debbie Bianucci
Executive leadership and all segments of the workforce can collaborate creatively to redefine flexibility and achieve strategic competitive advantages.
Talent & Workforce Management

Podcast

Tips and insights for attracting talent in 2023

Jan 24, 2023

By Terry Badger, Megan Burkhart
Megan Burkhart, chief human resources officer at Comerica, joins us on the BAI Banking Strategies podcast to discuss how her bank is dealing with the industry’s talent challenge.
Talent & Workforce Management

Whitepaper

Quick Q&A on Digital Customer Service’s Impact On Front-Line Staff

Sep 27, 2022

Jake Tyler, who leads product marketing of virtual assistants at Glia Technologies, has partnered with hundreds of financial institutions to improve digital customer service and shares his insights in this Quick Q&A.
Talent & Workforce Management

Article

The X factor for improving front-line employee engagement

Sep 19, 2022

By Jim Bywater
Observational coaching embeds knowledge and skill to drive successful behaviors and positive culture for maximizing business performance impact.
Talent & Workforce Management

Podcast

Tapping into a new talent pool for banking

Sep 13, 2022

By Terry Badger, Craig Alexander
On the BAI Banking Strategies podcast, Craig Alexander from BMO Financial Group explains their new hiring program focused on refugees and other displaced people.
Talent & Workforce Management