Banking Strategies to Power Smart Decisions

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

Article

Engage banking compliance teams early in your marketing plans

Mar 4, 2025

By Lisa Nicholas
As regulations evolve in 2025 and beyond, think of compliance as a strategic priority.
Compliance, Regulation & Risk / Marketing & Sales

Article

Data-driven marketing: Is your bank leading or playing from behind?

Feb 7, 2025

By Preetha Pulusani
Generic messaging, traditional channels and ignoring feedback are likely diluting your reach with customers.
Marketing & Sales / Technology

Article

Sponsorship activation strategies that drive maximum exposure for financial services

Feb 4, 2025

By Abbas Merchant
Super Bowl LIX has this bank marketing pro thinking about budget extensions and brand story integration for the highest impact and ROI.
Marketing & Sales
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Article

Financial services marketing: The ultimate whole-brain discipline

Jul 7, 2025

By Abbas Merchant
Marketing is arguably the most misunderstood discipline — particularly in financial services. We all know what the CFO does: they manage the finances, optimize capital and budget allocation, and protect the bottom line. The COO: they ensure the operations run like...
Marketing & Sales

Article

3 tips financial service marketers need to know to drive growth

May 20, 2025

By Emily Popson
The financial services industry faces a range of complex challenges, from changes in regulations to wavering consumer trust, making it crucial for banking organizations to identify opportunities where they can optimize growth. Across industries, marketing has become a key driver in...
Marketing & Sales

Article

Reimagining marketing as your financial institution’s growth engine

May 1, 2025

By Preetha Pulusani
Financial services providers stand at a decisive moment of transformation. Forward-thinking banks and credit unions are achieving remarkable results by reimagining their engagement strategies. Some 200 innovative institutions of varying sizes leveraged AI-powered predictive modeling and data-driven engagement technologies to generate...
Marketing & Sales

Article

Your next bank marketing campaign? Win over your own CFO.

Dec 19, 2024

By Alexa Bennett
Financial services marketing leaders fighting for budget dollars should prioritize product and brand consistency and use data to make their case.
Fraud Prevention / Marketing & Sales

Article

Competition for banking customer loyalty never lets up

Dec 12, 2024

By Donnie Kenneth
As a new year looms, personalization gets more selective and omnichannel engagement matures, while soft-touch guidance prevails. And AI? Hype becomes reality.
Marketing & Sales

Article

Should bank marketing stay in-house or rely on agencies?

Dec 9, 2024

By D. Hardesty
This persistent question returns to the forefront in the quest for greater productivity and as demand for AI grows.
Marketing & Sales

Article

Dare to be dull: PNC wants to break through with ‘brilliantly boring’ claim

Dec 2, 2024

By Edmund Lawler
Experts assess a potentially risky campaign whose focus on reliability hit in the wake of regional bank failures.
Consumer Banking / Marketing & Sales

Article

Direct mail’s triumphant return to bank marketing

Nov 26, 2024

By D. Hardesty
10 tips for success even among digital-first customers.
Customer Experience / Marketing & Sales

Article

Branches play key role as digital banking rise equates to higher customer dissatisfaction

Nov 4, 2024

By Kimberly Clay
A Q&A with Bancography’s Kimberly Clay on smarter omnichannel marketing, mature DEI practices and more.
Customer Experience / Marketing & Sales

Article

Banks have greater CD inventory than ever before, so now what?

Oct 28, 2024

By Neil Stanley
Aside from transparent pricing and policies, the best sales moves are all about good service.
Consumer Banking / Marketing & Sales

Report

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

Article

How banks can embrace ‘Amazonification’ with direct mail, then boost its power with technology

Aug 28, 2024

By Todd McNab
The deluge of targeted digital media makes the physical mailbox a safe and personal space.
Marketing & Sales

Webinar

Building the 2025 marketing budget: Insights for banking marketers

Recorded: Aug 21, 2024

Join us for our marketing budget discussion and get a sneak peek at what other marketers in the industry are doing, and saying, about their budgets for next year, giving you the chance to compare and gather insight for planning...
Marketing & Sales

Webinar

Customer acquisition: Leveraging data to attract and retain customers

Recorded: May 8, 2024

Holly Hughes, BAI CMO, will share BAI’s latest survey results and host a conversation with Chris Phelan, Director, Sales Strategy & Analytics at Vericast, on actions to take to attract and retain customers while building lasting loyalty....
Marketing & Sales

Article

Leveling up the bank marketing game

Dec 7, 2023

By Dawn Wotapka
Ten ways banks and credit unions can excel in their customer-centric communications and strategies.
Marketing & Sales

Article

Why your financial institution’s marketing strategies must be especially agile and nimble

Nov 8, 2023

By Edmund Lawler
Marketing is a complicated, multifaceted challenge, especially for financial services organizations amid a whirlwind of technological disruption.
Marketing & Sales

Article

Trigger-based marketing: A powerful tool for attracting and retaining customers

Nov 1, 2023

By Kristopher Lazzaretti
Focusing on life event and behavioral triggers for both prospects and existing customers is critical for the success of today’s banking marketers.
Marketing & Sales

Whitepaper

Using data to drive acquisition

Oct 20, 2023

Understanding and managing consumer data is critical to successful marketing strategies. Learn why harnessing first- and third-party data and leveraging two-party collaborative approaches delivers greater engagement and conversion rates....
Marketing & Sales

Webinar

Social media strategies for financial institutions

Recorded: Nov 8, 2023

Join us for a conversation with Alessandra Pecoraro, Senior Manager of Performance Marketing & Analytics at Vericast to learn what you need to consider as you build your institution's social media strategy for 2024....
Marketing & Sales

Webinar

Improve your lending experience while de-risking your portfolio

Recorded: Nov 14, 2023

Join us for this complimentary webinar to learn how you can use enterprise intelligence to find the optimal borrowers to transform your lending portfolio. See how the strategic application of smart forms technology and transformed omnichannel communications will streamline onboarding,...
Marketing & Sales

Report

Marketing strategies for the digital age

Oct 12, 2023

In this month’s BAI Executive Report, we explore why financial institutions must incorporate an ever-evolving stack of marketing technology to stay ahead of the game....
Marketing & Sales