Banking Strategies to Power Smart Decisions

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Whitepaper

Apr 24, 2025

For Primax’s Mitch Dawes, it’s imperative that financial institutions (FIs) consider the depth and breadth of customer needs as all generations, but especially digital-first groups, apply their mobile retail experiences and expectations to how they bank. Dig in for more insight...

Webinar

Recorded: Mar 11, 2025

Join us for our discussion on how you can optimize the onboarding experience to achieve profitable growth in 2025 and beyond. Learn proven strategies for acquiring low-cost deposits at scale, activating your current customer base, and deepening existing banking relationships....

Article

Oct 23, 2024

To attract customers, banks can feature personalization, empathy and flexibility alongside convenience.

Article

Oct 16, 2024

Target pain points, focus on ROI and highlight successful implementation at comparable organizations.

Article

Oct 10, 2024

Physical proximity is no longer a primary driver of customer loyalty. That’s why customer-centric digital channels are pivotal.

Article

Oct 7, 2024

The key lies in providing customers with quick decisioning and access to funds.

Report

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....

Whitepaper

Mar 28, 2024

Banks are only at the beginning stages of the largest generational wealth shift ever known. How organizations use data to capture those asset transfers, perhaps by building out mobile features or improving customer personalization, could shape their customer success for...

Article

Jan 25, 2024

Somewhat unfairly, customers measure their bank’s digital delivery of services against the practices of world-class online retailers.

Article

Jan 25, 2024

Delivering a winning customer experience and helping agents thrive relies on timely data and leveraging artificial intelligence.

Article

Jan 9, 2024

Reach prospective customers where they are – via social media, streaming, even gaming.

Podcast

Dec 19, 2023

Robert Ropars from Vericast joins us on this episode of BAI Banking Strategies podcast to share his perspective on customer acquisition, retention and attribution strategies in the digital marketing space.

Article

Dec 18, 2023

Digital-minded statements, even when printed, strengthen customer loyalty, increase efficiency and offer a targeted format to promote new products.

Article

Dec 8, 2023

BAI research points to products and services that banks and credit unions should emphasize when marketing to various consumer age cohorts.

Article

Nov 21, 2023

Banks and credit unions have a wealth of available data about their account holders that can be used to better understand their current activities and potential needs.

Article

Sep 27, 2023

Customers want digital, but they still value a human touch. Financial institutions need to focus on building trust by using an omnichannel approach.

Article

Sep 14, 2023

One place to start is by getting more value from core areas of the business, including tech spend, data troves and employee ranks.

Report

Sep 14, 2023

In this month’s BAI Executive Report, we explore how properly harnessing and analyzing the ever-growing wealth of information can generate a feast of benefits—from more personalized messaging to more focused risk analysis to enhanced fraud protection....

Article

Sep 1, 2023

In this Q&A, Zach Hamilton of Synovus Bank shares why it’s critical to continually enhance the digital experience for customers and how that impacts the bank’s customer acquisition and retention goals.

Article

Aug 30, 2023

The banking industry continues its makeover to gain efficiencies and meet customers’ desire for faster, easier and more convenient services.

Article

Aug 18, 2023

“If you’re not changing more on the inside than the outside world is, then you’re falling behind."