Podcasts by BAI Banking Strategies

BAI Banking Strategies

BAI Banking Strategies is a weekly podcast that focuses on the key issues impacting financial services leaders. We bring you objective opinions and actionable insights to power smart decisions. Hosted by BAI managing editor Terry Badger.

Further podcasts by BAI

Podcast on the topic Wirtschaft

All episodes

BAI Banking Strategies
25.06 - Data can help create credit for the underbanked from 2022-02-16T14:39:40

Millions of Americans are living their lives largely outside the banking system.

Lisa Fischer, chief growth and lending officer at Mission Lane, joins us to discuss how data can be used to...

Listen
BAI Banking Strategies
Why culture matters when banks merge from 2022-02-08T14:56:19

Bank mergers are occurring at a brisk pace these days. Some deals will be successful, while others will be less so. What accounts for the diverging outcomes?

Vibhas Ratanjee, a specialist ...

Listen
BAI Banking Strategies
25.05 - Why culture matters when banks merge from 2022-02-08T14:56:19

Bank mergers are occurring at a brisk pace these days. Some deals will be successful, while others will be less so. What accounts for the diverging outcomes?

Vibhas Ratanjee, a specialist ...

Listen
BAI Banking Strategies
25.04 - Tom Brown's positive outlook for banks in 2022 from 2022-02-01T12:04:29

Rising inflation joins growing competition and digital disruption as key threats for banking in 2022.

Prominent banking analyst Tom Brown tells us why he nonetheless has a rosy outlook for...

Listen
BAI Banking Strategies
25.03 - How digital banking can be better for customers from 2022-01-25T02:42:31

Digital banking continues to grow in momentum and importance.

Jacquie Hersch, head of industry marketing for financial services at ServiceNow, joins us to discuss digital transformation an...

Listen
BAI Banking Strategies
25.02 - Customers embrace banking by appointment from 2022-01-18T14:45

When the pandemic restricted access to branch lobbies, customers took to the idea of making appointments when doing their banking.

Matt Hertel from UKG joins us to talk about the current s...

Listen
BAI Banking Strategies
25.01 - Iowa credit union is leading the way in M&A from 2022-01-11T14:54:26

Credit unions are getting more active in the bank-buying business as a way to add scale and efficiencies.

Our guest is Jeff Disterhoft, who heads Iowa’s GreenState Credit Union, the most a...

Listen
BAI Banking Strategies
24.09 - Key banking issues and trends for 2022 from 2021-12-14T14:26:11

With the end of 2021 in sight, it’s time to start thinking about what we might experience in banking in the coming year.

Karl Dahlgren, who heads the research group at BAI, is with us to t...

Listen
BAI Banking Strategies
Key banking issues and trends for 2022 from 2021-12-14T14:26:11

With the end of 2021 in sight, it’s time to start thinking about what we might experience in banking in the coming year.

Karl Dahlgren, who heads the research group at BAI, is with us to t...

Listen
BAI Banking Strategies
24.08 - Fraudsters are copying customer behavior to fool safeguards from 2021-12-07T17:10:33

Banking-related fraud cases have soared during the COVID-19 pandemic.

David Schneiderman and Andrew Corbett from NICE Actimize join us to discuss the fraud trends that have become a huge c...

Listen
BAI Banking Strategies
24.07 - Technology is speeding up the mortgage process from 2021-11-30T13:20:27

As banks and credit unions undergo digital transformation, the mortgage department is getting its share of attention. This is making the mortgage process much faster and less manual.

Phill...

Listen
BAI Banking Strategies
24.06 - The pandemic may ease off, but not banking innovation from 2021-11-16T19:03:16

Growing competition in financial services is fueling a corresponding upswing in innovation among both new entrants and established players. BAI's Debbie Bianucci and Dennis Gada from Infosys discus...

Listen
BAI Banking Strategies
24.05 - A successful DEI program is built on data and relationships from 2021-11-09T16:56:37

Leverage data and relationships — that, in a nutshell, is Fifth Third Bank’s plan to promote diversity, equity and inclusion.

Stephanie Smith, who heads the bank’s DEI efforts, tells us mo...

Listen
BAI Banking Strategies
24.04 - What can you learn from a digital early-mover? from 2021-11-02T12:30

Digital banking made tremendous gains during the pandemic. While some banks and credit unions lagged, others set the pace.

David Tuyo, head of Los Angeles-based University Credit Union, jo...

Listen
BAI Banking Strategies
24.03 - How banks should be thinking about ESG from 2021-10-26T18:49:36

Environmental, social and governance considerations are rising in importance in banking.

Amelia Pan, managing director in the ESG advisory group at PJT Partners, joins us with thoughts on ...

Listen
BAI Banking Strategies
24.02 - Banks can do more to prevent fraud from 2021-10-19T11:37:59

Identity fraud, account takeover, phishing attempts — financial institutions have seen all of these crimes increase in 2021.

Andy Shank, vice president of fraud and risk product management...

Listen
BAI Banking Strategies
24.01 - Lessons from a 220-year-old financial player from 2021-10-12T13:02:55

Like other industries, banks can often benefit in the present by learning lessons from the past. Financial commentator Zachary Karabell joins us to discuss "Inside Money: Brown Brothers Harriman an...

Listen
BAI Banking Strategies
Personalization offers 'tremendous opportunity' for banks and credit unions from 2021-09-21T11:56:03

The personalization trend being driven by online retail, streaming media and other industries is also a front-of-mind issue for banks and credit unions.

Greg Kanevski, global head of banki...

Listen
BAI Banking Strategies
23.09 - Personalization offers 'tremendous opportunity' for banks and credit unions from 2021-09-21T11:56:03

The personalization trend being driven by online retail, streaming media and other industries is also a front-of-mind issue for banks and credit unions.

Greg Kanevski, global head of banki...

Listen
BAI Banking Strategies
23.08 - U.S. banks are playing catch-up on digital technology from 2021-09-14T13:22:22

Where’s the leading edge of design and technology in banking, and how is it changing the industry?

Jean-Pierre Lacroix, president of the branding and design firm SLD, tells us what North A...

Listen
BAI Banking Strategies
23.07 - Personalized banking is all about the customer journey from 2021-09-07T14:57:25

Customer relationships are highly valuable assets for banks and credit unions, and that makes them potentially lucrative targets for fintechs and other competitors.

Cheryl Chiodi from ABBY...

Listen
BAI Banking Strategies
23.06 - The cloud takes shape for banks during COVID from 2021-08-31T15:22:32

The double whammy of COVID and competition has banks and credit unions speeding up their move to the cloud.

Chris Zingo from Finastra joins us to talk about how the financial industry is c...

Listen
BAI Banking Strategies
23.05 - Taking a digital path to a compelling CX from 2021-08-24T13:05:46

Banking customers want speed, convenience and ease of use. They also want customized experiences that address their specific needs.

Chris Stanley from Moody’s Analytics joins us to discuss...

Listen
BAI Banking Strategies
23.04 - Making data breaches less of a burden for banks from 2021-08-17T15:20:31

As banks, credit unions and other businesses rely more on customer data, that data rises in value and becomes more of a theft target.

Jim Van Dyke, SVP for innovation at Sontiq and a leadi...

Listen
BAI Banking Strategies
23.03 - The mutual benefits of bank-fintech partnerships from 2021-08-10T18:06:08

There was a time when banks tended to give fintechs the side-eye. These days, banks are taking another look at fintechs as they consider them as a potential business partner.

Randy Rivera,...

Listen
BAI Banking Strategies
23.02 - TD wants to be the 'go-to' bank for Black and Latinx customers from 2021-08-03T12:25:17

To address long-standing financial inequality, U.S. banks are stepping up their public commitments to make more capital available in underserved communities.

Michael Innis-Thompson, the he...

Listen
BAI Banking Strategies
23.01 - Customer focus is key for middle-market banks from 2021-07-27T13:33:54

Middle-market banks may be large businesses in terms of assets and reach, but they lack valuable scale compared to the industry’s biggest players.

Danelle Faust from Accenture Interactive ...

Listen
BAI Banking Strategies
22.08 - Banking customers share what they want and need from 2021-07-13T13:23:54

Banks and credit unions seeking to tighten connections with their customers need to know what those customers value.

Karl Dahlgren, managing director for research at BAI, joins us to share...

Listen
BAI Banking Strategies
22.07 - What is banking's role in addressing climate change? from 2021-07-06T17:47:08

It may surprise banks and credit unions to know that they are seen by some as high emitters of climate-altering carbon.

Emily Kreps, global director for capital markets at CDP Worldwide, e...

Listen
BAI Banking Strategies
22.06 - Open banking and the future of customer relationships from 2021-06-29T15:50:21

The pandemic-related upswing in digital banking is also adding momentum to open banking.

Nick Farrow from Modern Treasury joins us to talk about where open banking stands in the U.S. now,...

Listen
BAI Banking Strategies
22.05 - What small businesses need from their banks now from 2021-06-22T18:04:12

After more than a year of extreme stress and uncertainty, America's small businesses are gathering momentum in a bustling economy.

Patrick Smith, head of small business banking at Santand...

Listen
BAI Banking Strategies
22.04 - Bank branches: Form and function for the future from 2021-06-15T15:30:19

The branch isn’t going away but it is evolving. PWCampbell CEO Jim Caliendo offers his thoughts on where branches are headed – what they’ll look like, what they’ll offer customers and more.

Listen
BAI Banking Strategies
22.03 - Impact investors seek to do well by doing good from 2021-06-08T16:03:02

For many investors, their expected return is more than maximum profitability. They also want their capital to produce a positive social impact.

Ron Homer, long-time investment manager at R...

Listen
BAI Banking Strategies
22.02 - Why multi-loan preapprovals are the right tool for 2021 from 2021-05-25T15:39:33

The lending opportunities in 2021 are starting to look different from 2020's. How can financial services organizations benefit from a customer's new priorities?

Stephenie Williams, executi...

Listen
BAI Banking Strategies
22.01 - Better tech is the key to better banking regulation from 2021-05-18T18:20:40

Protecting customers and staying onside with the regulators are perennial challenges for financial services organizations. How is technology helping now, and how could better tech help even more? Listen

BAI Banking Strategies
21.08 - What bankers need to know, generation by generation from 2021-04-27T18:53:29

New BAI research is out with detailed portraits of each generation, from baby boomers to Gen Z, and what its members want from their financial services organizations.

Karl Dahlgren, managi...

Listen
BAI Banking Strategies
21.07 - Digital transformation, now and in the future from 2021-04-20T15:16:22

Banks and credit unions have digitally adapted to the changes that came with COVID, though each one at a different speed and intensity.

Danny Baker and Josh Spisak, both from Fiserv, join ...

Listen
BAI Banking Strategies
21.06 - The case for wealth management at community banks from 2021-04-13T15:18:02

Community banks may not have size going for them, but they do have something else of great value — deep relationships with their customers.

Mike Kerins, CEO at RobustWealth, joins us to di...

Listen
BAI Banking Strategies
21.05 - Rethinking credit risk in underserved communities from 2021-04-06T17:58:52

Accessing capital can be a challenge for small-business owners in lower-income communities, largely because of how lenders assess the credit risk of these would-be borrowers.

Brad McConnel...

Listen
BAI Banking Strategies
21.04 - Reimagining the branch in a digital age from 2021-03-30T14:19:29

Banking is speeding headlong into its digital future. So where does that leave that old industry workhorse, the branch?

Jon Voorhees, director of distribution strategy at Terra-Strat Group...

Listen
BAI Banking Strategies
21.03 - Banks will benefit from new brokered deposit rules from 2021-03-23T18:17:28

The FDIC has made some changes aimed at streamlining the rules governing brokered deposits.

Tom Nelson, chief investment officer at R&T Deposit Solutions, joins us to explain some of the c...

Listen
BAI Banking Strategies
21.02 - Thinking small can lead to big digital results from 2021-03-16T18:20:20

For banks and credit unions, the idea of undertaking a digital transformation can be daunting. Our podcast guest says it doesn’t have to be.

Jim Baxley, executive director of global market...

Listen
BAI Banking Strategies
21.01 - Innovation with a social conscience from 2021-03-09T21:26:43

BAI's 2020 Global Innovation Awards for are out, and the winners include a Texas-based bank that’s among the first to create its own opportunity zone fund to promote development in low-income areas...

Listen
BAI Banking Strategies
20.08 - 3 new regulatory priorities for DC in 2021 from 2021-02-23T16:47:40

With all of the big political shifts in Washington this year, we can expect to see big shifts in financial regulation as well.

Jo Ann Barefoot, CEO at the Alliance for Innovative Regulatio...

Listen
BAI Banking Strategies
20.07 - Bank customers want an emotional connection from 2021-02-16T20:00:36

Banks and credit unions want very much to be the go-to source for their customers’ financial services needs. The key to landing that role is establishing a strong and lasting connection.

A...

Listen
BAI Banking Strategies
20.06 - Chat banking: Meeting customers where they are from 2021-02-09T20:07:20

When a bank or credit union considers where to open a branch, it looks for a good location to connect with customers. The same line of thinking works for digital banking, says Hannes Van Rensburg. ...

Listen
BAI Banking Strategies
20.05 - Appraising the mortgage industry’s diversity, equity and inclusion from 2021-02-02T21:13:10

Like other financial services providers, mortgage lenders are working to make their staffs as diverse as the different communities in which they operate.

Listy Limon, VP of national produc...

Listen
BAI Banking Strategies
20.04 - Fighting the fraudsters at the front door from 2021-01-26T19:08:47

Financial services organizations have lost many billions of dollars to fraud in recent years, with one of the most lucrative schemes involving identity theft and account takeover.

Lance Ho...

Listen
BAI Banking Strategies
20.03 - Serving small businesses better: What’s in it for banks? from 2021-01-19T20:59:13

COVID-19 has made many small businesses realize that they can benefit from more banking services than just basic checking and savings.

Norm DeLuca, general manager for banking solutions at...

Listen
BAI Banking Strategies
20.02 - Banking in 2021: Cold start, bold finish? from 2021-01-12T18:49:28

We’re all counting on COVID vaccines creating a brighter 2021, and that includes the banking industry.

On this week’s podcast, prominent bank analyst Tom Brown, CEO at Second Curve Capita...

Listen
BAI Banking Strategies
20.01 - The case for updating and upgrading bank bill pay from 2021-01-05T20:37:39

The big spending of the holiday season is over and now it’s time to pay the bills. Some of those bills will be taken care of using bank bill-pay services.

Our guest on the first BAI Bankin...

Listen
BAI Banking Strategies
19.07 - Shifts in trust and other emerging trends to prioritize in 2021 from 2020-12-15T21:04:36

We’re just a couple of weeks from flipping the calendar to 2021, so naturally many are wondering what the new year may bring — though perhaps with a little more eagerness than usual after the many ...

Listen
BAI Banking Strategies
19.06 - Delighting customers by digitizing the back office from 2020-12-08T15:00:37

Banks and credit unions have invested heavily to enhance the customer experience on customer-facing channels to keep pace with fintechs and other competitors. Less thought and spending have been fo...

Listen
BAI Banking Strategies
19.05 - COVID-19 as a real-life stress test for credit risk from 2020-11-17T16:38:59

Financial institutions have experience dealing with recessions that hammer businesses and elevate default risk among borrowers. But 2020 offers a new wrinkle — an instant collapse in economic activ...

Listen
BAI Banking Strategies
19.04 - A focus on team and mission makes veterans a good fit for financial institutions from 2020-11-10T16:45:33

Many banks run ad campaigns highlighting how they serve customers in the military community, but we hear less about banks and credit unions hiring from the military community.

For Veteran’...

Listen
BAI Banking Strategies
19.03 - Growing branch value while shrinking the footprint from 2020-11-03T16:43:21

Bank branches were already evolving when the coronavirus arrived last spring, and the pandemic has only added to that state of change.

Sue Dowd,  senior vice president of retail strategy a...

Listen
BAI Banking Strategies
19.02 - Going digital without losing the human touch from 2020-10-27T15:19:29

Perhaps nothing in banking has been more disrupted by COVID-19 than customer service, and it’s still unclear which of today’s workarounds will become permanent changes.

Patrick Reetz, seni...

Listen
BAI Banking Strategies
19.01 - Digital’s future: A new line of business, not just a bolt-on from 2020-10-20T13:52:30

One of COVID-19's key impacts on banking is an acceleration of the industry’s transition away from the branch and toward the digital device. While that may be the broad trend, a deeper look shows a...

Listen
BAI Banking Strategies
18:08 - Playing offense and defense against fraudsters from 2020-09-29T15:59:22

With the arrival of COVID-19, fraudsters and other criminals have put even more of a bull’s eye on financial institutions. Greater reliance on digital banking, the cyber exposures of work from home...

Listen
BAI Banking Strategies
18.07 - Financial services is an industry ripe for innovation from 2020-09-22T15:43:05

COVID-19 has forced banks and credit unions to embrace short-term change -- the health of their businesses depends on it. These changes create opportunities for innovation.

Amy Radin, a ...

Listen
BAI Banking Strategies
18.06 - How one big bank is doing DEI from 2020-09-15T20:01:04

The national focus on inequality is driving greater efforts to address long-standing issues around diversity, equity and inclusion in the financial services industry.

Nate Bennett, chief d...

Listen
BAI Banking Strategies
18.05 - Using EPM to plan an optimal go-forward strategy from 2020-09-08T13:28:57

What are the key factors driving a financial institution’s profitability? How do banks set strategy and then support it? What are the products and services of tomorrow, and how should they be price...

Listen
BAI Banking Strategies
18.04 - COVID-19 as a catalyst for contactless cards from 2020-09-01T14:39:52

COVID-19 has everyone hyper-aware of many things that most of us didn’t think twice about before. Take cash, for instance. Who wants to touch paper bills or coins nowadays when they don’t know who’...

Listen
BAI Banking Strategies
18.03 - Survival guide for smaller banks: "Find your niche and do it well" from 2020-08-25T17:10:35

Whether measured by new account growth, deposit growth or deposit share, a handful of America’s biggest financial institutions dominate retail banking. It’s a tough uphill fight for smaller banks t...

Listen
BAI Banking Strategies
18.02 - Banks can do more for small business during COVID-19 from 2020-08-18T15:57:34

Economically speaking, COVID-19 has been particularly virulent for small businesses. We’ve all seen the “closed for good” signs on the doors of favorite restaurants, retail shops and other business...

Listen
BAI Banking Strategies
18.01 - Connecting with customers, Amazon style from 2020-08-11T16:59:51

Online retail powerhouse Amazon knows a thing or two about deepening a customer relationship and using those stronger ties to generate more revenue. Financial institutions also want deeper connecti...

Listen
BAI Banking Strategies
17.08 - A new way to detect bias in banking from 2020-07-21T18:08:07

When people interact with a financial institution, they expect to be treated fairly. It’s not too much to ask, yet the complaint files suggest there may be gaps between the goal and the reality. Listen

BAI Banking Strategies
17.07 - Digital banking catches a tailwind from 2020-07-14T17:52:08

Digital banking was already growing at a healthy clip when the coronavirus arrived in the U.S. in early 2020, and it’s only gained momentum as branch visits and face-to-face interactions have large...

Listen
BAI Banking Strategies
17.06 - Getting the most out of that reopened branch from 2020-07-07T15:30:25

Across the country, banks and credit unions are welcoming customers back into their branches. But like other businesses reopening their doors, there are clear differences between how things worked ...

Listen
BAI Banking Strategies
17.05 - Using CX to stand out from the crowd from 2020-06-23T15:07

Why is customer experience so important? One of the biggest reasons is that so much of banking is largely commoditized. CX is one of a shrinking number of ways that a financial institution can trul...

Listen
BAI Banking Strategies
17.04 - How banks can meet the moment on diversity, equity and inclusion from 2020-06-16T15:44:30

Diverse, equitable and inclusive workforces are significantly more productive and more profitable than workforces that aren’t. This is backed by a number of studies over the years. Financial servic...

Listen
BAI Banking Strategies
17.03 - COVID-19 puts customer support on the fast track to change from 2020-06-09T18:55:35

Banks and credit unions scrambled to keep their customer support going as a work-from-home job after the unwelcome arrival of the coronavirus. Now, with reopening talk getting louder, it’s hard to ...

Listen
BAI Banking Strategies
17.02 - Culture is the backbone of innovation from 2020-06-02T18:34:08

Whether it’s dealing with an extreme disruption like COVID-19 or just to be more effective competing every day, banks benefit from new ideas to streamline current operations and to spot new busines...

Listen
BAI Banking Strategies
17.01 - Banks as an essential service during COVID-19 from 2020-05-26T18:45:18

By moving fast to ease the economic hardship felt by businesses and families, financial institutions have built up trust and good will with their customers through their COVID-19 response by embrac...

Listen
BAI Banking Strategies
16.08 - Rising to the PPP Challenge from 2020-04-28T19:09:31

The federal Paycheck Protection Program was built for speed -- get Congress to expedite the loan funding and then get it out ASAP to small businesses reeling from the coronavirus shutdowns. But in ...

Listen
BAI Banking Strategies
16.07 - Gen Z is fond of fintech, but they like tellers too from 2020-04-21T18:09:01

Generation Z may have grown up as digital natives, but when it comes to banking, they’re not just about the technology. A recent BAI Banking Outlook survey shows that Gen Z also likes to get face-t...

Listen
BAI Banking Strategies
16.06 - COVID-19 and the importance of 'Doing Digital' from 2020-04-14T21:31:15

We hear a lot about the need for digital transformation in the banking industry and, if nothing else, the COVID-19 experience is reaffirming for banks the importance of their digital identity and c...

Listen
BAI Banking Strategies
16.05 - Making some sense of the Paycheck Protection Program from 2020-04-07T21:20:45

The coronavirus pandemic has closed the doors of small businesses, driving up unemployment and stress levels across America. Part of the federal government’s plan to help small businesses stay aflo...

Listen
BAI Banking Strategies
16.04 - ECM as a powerful workflow tool for financial institutions from 2020-03-31T15:43:45

Spare rooms, couches and dining room tables are now office space for millions of Americans working from home due to COVID-19. But a dispersed labor force still needs access to data and documents to...

Listen
BAI Banking Strategies
16.03 - Working to stay one step ahead of the cybercriminals from 2020-03-24T18:04:04

Whenever there’s a disaster, you can count on scammers and fraudsters to be quick to try to exploit our fears and sense of compassion. So it’s no surprise that the current COVID-19 crisis has alrea...

Listen
BAI Banking Strategies
16.02 - How will coronavirus affect the financial services industry? from 2020-03-17T19:04:47

Wild daily swings in the stock market are just one sign of the sudden toll that the novel coronavirus is taking on America’s economic health. Across the nation, there are plenty of other signs: clo...

Listen
BAI Banking Strategies
16.01 - Will today's money manager be tomorrow’s life fixer? from 2020-03-10T17:43:17

We’re in the thick of tax season now -- that time of year when financial advisors huddle with their clients to discuss planning and portfolios. But at some point in the near future, will those hudd...

Listen
BAI Banking Strategies
15.10 - Top 2019 podcasts: Getting a grip on the best data insights from 2019-12-17T14:16:27

Data can yield great value for banks and even more for customers. But so much hinges on defining the pain points account holders struggle with and how banks can best aggregate and leverage the data...

Listen
BAI Banking Strategies
15.09 - Getting in gear for 2020 from 2019-12-10T14:49:42

What challenges and opportunities lie ahead for financial services leaders in 2020? What will keep a customer from leaving one bank for another? And will customers trust their money with the Google...

Listen
BAI Banking Strategies
15.08 - Top 2019 podcasts: Digital transformation that triumphs from 2019-12-03T14:54

Whether it benefits customers and employees on the front end or core systems on the back end, digital transformation is a top shelf to-do for banks in 2019. But it's not as though the imperative co...

Listen
BAI Banking Strategies
15.07 - Top 2019 podcasts: Mastering the digital-physical mix from 2019-11-26T18:26:13

Making consumer bank strategy stick ranks among the hottest topics in financial services today. But to get there, financial institutions must figure out how to balance a host of channels, from bran...

Listen
BAI Banking Strategies
15.06 - Top 2019 podcasts: The inside story of America's first mobile-only bank from 2019-11-19T14:43:42

Considering that smartphone apps are just a dozen years old, the technology has exploded far beyond anything Steve Jobs might've imagined when he unveiled the first iPhone. Now in 2019, the reality...

Listen
BAI Banking Strategies
15.05 - Top 2019 podcasts: How one bank championed community resurgence from 2019-11-12T13:45:37

Not much thought is always given to exactly what puts the “community” in “community banking.” But the renaissance in arts, technology, culture and entrepreneurial spirit in Detroit goes hand in han...

Listen
BAI Banking Strategies
15.04 - Top 2019 podcasts: The secrets to effective digital transformation from 2019-11-05T15:32:29

Digital transformation. The term and the concept predate smartphones and widespread internet usage. Yet if it’s time to bring the idea up to date in an age of AI and machine learning, what does thi...

Listen
BAI Banking Strategies
15.03 - Direct insights on direct banks from 2019-10-29T15:18:49

Who is using direct banks and why? How do their customers define convenience? BAI’s Jason Mencias and Mark Riddle share insights from the latest BAI Banking Outlook on this week’s podcast.

Listen
BAI Banking Strategies
15.02 - How to gain points by tackling small business pain points from 2019-10-22T14:56:30

Small businesses are a big deal to the people who own, operate and create them. But that doesn't mean they've had the easiest time working with banks and credit unions, who aren’t always able to ca...

Listen
BAI Banking Strategies
15.01 - Innovation insights: A look at the 2019 BAI Global Innovation Awards winners from 2019-10-15T19:00:28

Over the last decade, financial services innovation has flourished not just in volume but also in variety. In areas such as societal impact, marketing and human capital, a few special institutions ...

Listen
BAI Banking Strategies
14:09 - Digital transformation: The CFO as superhero from 2019-09-24T16:21:02

Digital transformation demands that the role of the CFO change to meet a very particular, poignant set of challenges. The question is: How? Enter the "superhero CFO," a gifted and proactive leader ...

Listen
BAI Banking Strategies
14.08: Three pillars to build community banking success from 2019-09-17T18:12:57

Today's community banking environment demands an extra layer of hustle and decisive action to grow and compete. Fortunately, there's already a blueprint for success that leverages three factors: pl...

Listen
BAI Banking Strategies
14:07: Where banking success meets behavioral finance from 2019-09-10T17:19:13

With roots in business academia, behavior finance provides answers to explain the perplexing things all of us do as consumers. Why do we follow others in our spending decisions? Why are we motivate...

Listen
BAI Banking Strategies
14.06: Banking’s best ways to fight digital-age fraud from 2019-09-03T20:03:50

Fraud has moved far beyond the days of passing bad checks and rigging ledger books, both in its volume and sophistication. In the hands of determined hackers, high tech stoops to low levels that th...

Listen
BAI Banking Strategies
14.05: Taking giant steps on the digital journey from 2019-08-27T20:06:48

Wouldn’t it be nice to program a bank’s digital journey into a computer? Aside from being impossible, the task of digital transformation becomes that much harder for those who run community and reg...

Listen
BAI Banking Strategies
14.04: When fintech takes on a greater purpose from 2019-08-20T14:47:31

Innovation in financial services sometimes overlooks the pressing needs of consumers who teeter on the edge of financial peril. Causes for trouble are many: staggering student loan debt, massive cr...

Listen
BAI Banking Strategies
14.03: Keeping up with consumer demands in the digital age from 2019-08-13T18:33:47

Thanks to mobile technology and easy ecommerce, consumers find themselves in a new position of power where they compare their banking experience to other aspects of their effortless, seamless world...

Listen
BAI Banking Strategies
14.02: BAI's latest findings on bank culture and conduct from 2019-08-06T20:12:18

Pinning down the fine points of how banks can conduct themselves ethically--and establish best practices across the organization--has always been tricky. On this podcast, BAI's Byron Marshall and J...

Listen
BAI Banking Strategies
14.01: Getting a grip on data's best insights from 2019-07-30T16:11:58

Data can yield great value for banks and even more for customers. But so much hinges on defining the pain points account holders struggle with and how banks can best aggregate and leverage the data...

Listen
BAI Banking Strategies
13.09: How one bank championed community resurgence from 2019-07-09T21:30:21

Not much thought is always given to exactly what puts the “community” in “community banking.” But the renaissance in arts, technology, culture and entrepreneurial spirit in Detroit goes hand in han...

Listen
BAI Banking Strategies
13.08: The ins and outs of winning at innovation from 2019-07-01T14:16:59

For years, the banking industry has bandied about the word "innovation" until, ironically, it's become a tired cliche. What's more, the all-talk-no-action of "innovation theater" has taken center s...

Listen
BAI Banking Strategies
13:07: Your road-tested roadmap to sensational innovation from 2019-06-25T18:50:44

Many metaphors describe the illusion of banking progress, from the "innovation petting zoo" to "innovation theater." It's one thing to buy your innovation team some hipster bowling shirts or put a ...

Listen
BAI Banking Strategies
13.06: Why consumers want authentic banking—now from 2019-06-18T19:27:19

It’s called “authentic banking,” the call for financial institutions to join forces with customers and understand a host of crucial issues through their eyes, from financial literacy to nuisance fe...

Listen
BAI Banking Strategies
13.05: Coming out on top in today’s talent war from 2019-06-11T17:09:01

What was once known simply as Human Resources is today calling itself talent management—and in 2019, the battle to attract, hire and retain talent is as fierce as any ion recent memory. It’s a job ...

Listen
BAI Banking Strategies
13.04: The grand financial adventure of starting a new bank from 2019-06-04T16:20:18

If you think regulators still have roadblocks up for de novo banks, guess again. A cooperative spirit between bankers and government authorities has emerged, clearing the way for faster approvals t...

Listen
BAI Banking Strategies
13.03: Your guide to winning business banking customers from 2019-05-28T13:15:07

On Episode 100, of the BAI Banking Strategies Podcast, BAI's Mark Riddle and Jason Mencias share key findings and takeaways from their latest quarterly business banking research.

The busin...

Listen
BAI Banking Strategies
13.02: The secrets to effective digital transformation from 2019-05-21T17:47:42

Digital transformation. The term and the concept predate smartphones and widespread internet usage. Yet if it’s time to bring the idea up to date in an age of AI and machine learning, what does thi...

Listen
BAI Banking Strategies
13.01: Cannabis banking and the path to navigate compliance from 2019-05-14T13:52:22

The cannabis industry carries with it tremendous potential and opportunities for merchants, suppliers and backers. But for banks, the sector isn't so clear cut. What's legal in a growing number of ...

Listen
BAI Banking Strategies
12.08: Digital transformation that triumphs from 2019-04-30T18:43:26

Whether it benefits customers and employees on the front end or core systems on the back end, digital transformation is a top shelf to-do for banks in 2019. But it's not as though the imperative co...

Listen
BAI Banking Strategies
12.07: Why top customer experience needs tough fraud protection from 2019-04-23T18:31:49

The flipside of superior customer experience is a strong fraud program, even if it's not the sexiest thing for banks to promote. Still, you can't have the former without the latter, and getting the...

Listen
BAI Banking Strategies
12.06: The most valuable keys to customer engagement from 2019-04-16T13:55:47

Despite a newfound fascination with customer engagement, banks know it's a constantly moving target that doesn't reward indecision or momentary distractions. It takes strong resolve and concentrati...

Listen
BAI Banking Strategies
12.05: The inside story of America's first mobile-only bank from 2019-04-09T20:03:02

Considering that smartphone apps are just a dozen years old, the technology has exploded far beyond anything Steve Jobs might've imagined when he unveiled the first iPhone. Now in 2019, the reality...

Listen
BAI Banking Strategies
12.04: From compliance complexity to regtech reality from 2019-04-02T20:54:22

Compliance has always presented a set of thorny challenges for banks, and at this point there's no going back to simpler times. Enter "regtech," a subset of fintech that aims to handle how regulati...

Listen
BAI Banking Strategies
12.03: How banks can supercharge their cybersecurity from 2019-03-26T17:59:44

While the fight for tighter cybersecurity keeps financial institutions scrambling, it means much more than keeping firewalls strong and hackers out. Miscues with data can destroy customer trust, wh...

Listen
BAI Banking Strategies
12.02: Smart ways to address new consumer habits with innovative tech from 2019-03-19T19:16:09

Creating organic growth boils down to a seeming paradox: developing intelligent digital tech that meets customers where they live.

BAI Global Innovation Awards judge Alex Sion of Citi's D...

Listen
BAI Banking Strategies
12.01: Mastering the digital-physical mix from 2019-03-12T16:53:44

Making consumer bank strategy stick ranks among the hottest topics in financial services today. But to get there, financial institutions must figure out how to balance a host of channels, from bran...

Listen
BAI Banking Strategies
11.08: Turning AI into ROI from 2019-02-19T16:14:19

Artificial intelligence, BAI's Trend of the Year in 2018, looks set to have another banner run in 2019. But many financial institutions still haven't figured out the best uses of AI or how to find ...

Listen
BAI Banking Strategies
11.07: Aiming to please SMBs from 2019-02-12T18:27:32

Getting to the heart of serving small- and medium-sized businesses has been a heartache for banks, as they struggle to make many work-intensive transactions into a large, meaningful chunk of volume...

Listen
BAI Banking Strategies
11.06: What's hot in banking innovation, fintech and digital growth from 2019-02-05T19:34:10

Whatever the months ahead hold for technology in financial services—from open banking to closing the gaps between fintechs and banks—the future is coming faster than ever.

Sue Britton, CE...

Listen
BAI Banking Strategies
11.05: An insider’s guide to risk and data management from 2019-01-29T19:40:46

In an age when so much stress is placed on customer experience, financial institutions need to keep an eye on the safeguards that guarantee success.

Terry Ammons, partner at PKM, explains...

Listen
BAI Banking Strategies
11.04: Getting to the bottom of great customer experience in 2019 from 2019-01-22T21:07:10

For all the noise surrounding customer experience, dialing in to the best practices and effective strategies is another story.

Kerim Tumay, vice president of marketing for Kiran Analytics...

Listen
BAI Banking Strategies
11.03: Realizing data's phenomenal potential in 2019 from 2019-01-15T19:19:49

While financial institutions know data holds the key to success, many haven't figured out how to collect it or what exactly to do with it.

Kunal Chopra, leader of Gradient Ascent's financ...

Listen
BAI Banking Strategies
11.02: 2019's top banking decisions with the BAI Leadership Team from 2019-01-08T18:46:28

As the financial services industry begins a new year, three topics are sure to dominate the agendas of many banks. How can institutions win the talent war? How can they use data and analytics to gi...

Listen
BAI Banking Strategies
11.01: The big branch trends for 2019 from 2019-01-01T16:42:06

Are branches here to stay or going away? Is more high tech a good thing or an obstacle to human connection? The questions won't go away; smart answers are hard to find.

Enter David Kerste...

Listen
BAI Banking Strategies
10:08: How banks can win at gamification from 2018-12-11T21:28:45

If you’ve ever wondered why banks should teach employees serious content in amusing and engaging ways, consider the bottom-line effect it can have on customer interaction and experience. John Findl...

Listen
BAI Banking Strategies
10.07: Paths to profitable digital partnerships from 2018-12-04T21:22:08

Many banks now believe it’s a great idea to work with fintechs. Yet smart caution and compliance don’t always square with life in the high-tech fast lane. Likewise, fintechs often lack the needed e...

Listen
BAI Banking Strategies
10.06: Winning the data game from 2018-11-27T21:18:06

Big data is huge—literally—as a game changer in the financial services industry. Yet the smart use of data comes with a host of concerns, ranging from best security practices to getting it out of t...

Listen
BAI Banking Strategies
10.05: Prime payments insights from the Fed from 2018-11-13T21:22:10

The Faster Payments Task Force has worked tirelessly to lay the foundation for a U.S. system that promotes the quick, seamless movement of money. Now comes the challenging part: making it happen. <...

Listen
BAI Banking Strategies
10.04: Branches, digital channels and customer experience without equal from 2018-11-06T22:07:23

More than ever, banks need to combine the physical and the digital into an omnichannel experience that exemplifies customer experience at its finest. Consumers expect no less, so how can banks cros...

Listen
BAI Banking Strategies
10.03: Sales and the magic touch of high-touch coaching from 2018-10-30T20:04:28

Coaching a sales team in an age of runaway high tech is arguably harder than ever. Enter high-touch coaching, which marries digital savvy with focused, one-on-one feedback. Lisa Oliver, president a...

Listen
BAI Banking Strategies
10.02: Winning the war for top talent from 2018-10-23T18:14:56

Attracting stellar talent has long been job one in the financial services industry, and in the digital age, many of the old-school tried-and-trues simply don’t compute. But even in a job seeker’s m...

Listen
BAI Banking Strategies
10.01: Humanizing the digital banking experience with Jim Marous from 2018-10-16T15:46:53

BAI and the Digital Banking Report recently released “Humanizing the Digital Banking Experience” at BAI Beacon. The report details how banks have an opportunity to humanize customer engagement on t...

Listen
BAI Banking Strategies
9.08: How banks can get high performance from high tech from 2018-09-25T20:15:55

While artificial intelligence and machine learning have enormous potential for banks, their roles are too often misunderstood. Meanwhile, cyber security dangers continue to challenge financial inst...

Listen
BAI Banking Strategies
9.07: From blockchain to a distributed ledger revolution from 2018-09-18T14:38:53

The era of distributed ledgers in the financial services industry has arrived—and what began as a cryptocurrency exchange may well become the system on which the future of financial processes are b...

Listen
BAI Banking Strategies
9:06: An exceptional executive's leadership secrets from 2018-09-11T16:16:11

Not all corporate leaders and innovators take conventional paths to success. For some, the self-styled journey begins in the teenage years and showcases the gifts of grit and resilience.

...

Listen
BAI Banking Strategies
9.05: How banks that win balance customer satisfaction and safety from 2018-09-04T20:22:07

Growing customer base and income are priorities for banks, but that comes amidst an insidious form of growth: cyberthreats from determined bad actors. That creates a balancing act between keeping c...

Listen
BAI Banking Strategies
9.04: How consumers behave and banks can best serve from 2018-08-28T19:13:09

In terms of how people save, invest and use credit, you could call it a moving target, based largely on economic conditions--and how they perceive those conditions.

Robert Frick, corporat...

Listen
BAI Banking Strategies
9.03: Delighted customers through dedicated employees from 2018-08-21T13:00:28

Financial institutions—and rightly so—put much emphasis on making consumers happy. But to that end, employees on the front and back end hold the keys to success.

Jamie Frogale, director o...

Listen
BAI Banking Strategies
9.02: Credit unions, community banks and the path to frictionless customer service from 2018-08-14T18:42:50

Especially in the wake of relaxed regulation, community banks have leverage to make their customer experiences better.

Joe Salesky, the CEO at CRMNEXT Inc., discusses how the marriage of ...

Listen
BAI Banking Strategies
9.01: An invitation to banking innovation from 2018-08-07T20:59:40

In advance of moderating the BAI Global Innovation Awards sessions at BAI Beacon, JP Nicols of FinTech Forge talks about how this year's finalists exemplify first-class innovation across categories...

Listen
BAI Banking Strategies
8.08: High-tech, high-level access and the 720-degree view of the customer from 2018-07-24T19:30:04

A technology focus in the modern banking world means more than chasing new gadgets. Banks truly must adopt an overarching high-tech mindset that embraces innovation to give customers maximum value ...

Listen
BAI Banking Strategies
8.07: Employee engagement, customer experience and banking excellence from 2018-07-17T16:08:56

The drive for stellar customer service has been a constant in banking for generations. But the explosion of new digital technologies means a host of new ways to reach that goal—and a good share of ...

Listen
BAI Banking Strategies
8.06: New ways to weigh credit worthiness for consumers from 2018-07-10T14:09:15

Levels of credit have historically been based on the FICO score. But what if there was a way to expand beyond that metric and take other factors into account? That's exactly what a new breed of fin...

Listen
BAI Banking Strategies
8.05: Cybercurrency, security and the future of money from 2018-06-26T19:49:13

The digital movement of money from consumer to merchant to bank and back again—all in the blink of an eye—is upon us. Call it the dawn of cybermoney. Al DeBonnett, co-founder and chief operating o...

Listen
BAI Banking Strategies
8.04: Customer service that surpasses expectations from 2018-06-19T20:20:16

Stellar service doesn't stop at meeting basic customer needs: It means anticipating them to build the foundation of a strong relationship and a more "human" experience. That also means leveraging t...

Listen
BAI Banking Strategies
8.03: Retail banking's summer of challenges and changes from 2018-06-12T18:20:13

Deposits and interest rates are rising and that's good news for big banks. But questions remain as to how smaller banks will land their market share—and how potential disruptors such as Amazon coul...

Listen
BAI Banking Strategies
8.02: Giving struggling consumers a second look from 2018-06-05T20:12:39

Many Americans live paycheck to paycheck, or are in a situation where one financial emergency could create financial chaos. Banks can help these people by encouraging and building financial literac...

Listen
BAI Banking Strategies
8.01: Small business lending that makes a big difference from 2018-05-29T18:56:59

The banking industry knows by now that it’s missing major opportunities to tap the small business lending market. But between paperwork hassles for borrowers and return-on-investment fears from len...

Listen
BAI Banking Strategies
7.08: From going digital to growing digital with power and purpose from 2018-05-08T21:17:02

In 10 years, the banking landscape has accelerated to digital warp speed, bringing with it mobile apps, remote deposit capture, chatbots, upstart startups and the first stirrings of artificial inte...

Listen
BAI Banking Strategies
7.07: How efficient banks can bolster small businesses from 2018-05-01T21:54:38

Small businesses are healthy, and the fundamentals are strong. But bankruptcies are up, and small businesses with good credit have big decisions to make in terms of investing back into equipment an...

Listen
BAI Banking Strategies
7.06: How banks will win customers in a "do it for me" payments world from 2018-04-24T18:54:28

With artificial intelligence taking off, banks find themselves in an unprecedented position to meet and anticipate customer needs. But on the payments side of the equation, there's still a struggle...

Listen
BAI Banking Strategies
7.05: The bank branch dilemma: Smart answers to vexing questions from 2018-04-17T19:36:20

The conversation surrounding bank branches, and their future, continues to dominate conversation in financial services. Variables run the gamut from staffing levels to overall customer usage, and h...

Listen
BAI Banking Strategies
7.04: A Netflix talent guru weighs in on bank talent management from 2018-04-10T19:02:09

In her time at Netflix, Patty McCord help create a much-acclaimed slide deck on talent management that has been seen by millions. In McCord’s podcast, this BAI Beacon keynote speaker and author of ...

Listen
BAI Banking Strategies
7.03: Building the best defense against crooks and hackers from 2018-04-03T20:27:35

Cybersecurity at banks, to quote BAI managing director Karl Dahlgren, is a constant game of Whac-A-Mole as institutions struggle to stay a step ahead of resourceful, relentless malefactors. Yet for...

Listen
BAI Banking Strategies
7.02: Fintech, payments and the revolution-evolution crossroads from 2018-03-27T14:34:10

Today’s fintech industry covers such a wide swath of innovation and invention, it’s harder than ever to identify specific pockets of major forward movement. Even the concept of artificial intellige...

Listen
BAI Banking Strategies
7.01: How spirit and innovation make one bank so beloved from 2018-03-20T20:50:22

For all its focus on metrics and earnings reports, the banking world too often overlooks a non-numerical variable: standout culture. Yet that softer side of the equation, when in balance, produces ...

Listen
BAI Banking Strategies
6.08: How an award-winning Fintech disruptor creates financial and societal change from 2018-02-27T22:16:06

Fintech progress means shiny new toys—at least in the minds of many bankers—yet some entrepreneurs focus first on a greater good. Moved by the plight of refugees in Europe, Taqanu founder Balázs Né...

Listen
BAI Banking Strategies
6.07: Talking 'bot a revolution: Banks, AI and the future of interactive tech from 2018-02-20T22:03:24

For all the talk about interactive technology, it's more than just chatbots. Questions and answers represent just the first dimension of human-machine interplay; in the not too distant future, bank...

Listen
BAI Banking Strategies
6.06: The future of payments—get ready for a wild ride from 2018-02-13T19:55:54

The endless disruptions and revolutions in payments have done more than just taken “evolution” out of the picture: They’ve also sent the banking industry on a “wild ride.” That’s no casual choice o...

Listen
BAI Banking Strategies
6.05: Building a compliance culture that wins from 2018-02-06T19:00:21

Compliance, so often followed by the rulebook, also needs a playbook: one that gets everyone on board, from the C-suite to the front-line employees who deal with customers. What are the five key in...

Listen
BAI Banking Strategies
6.04: Building the bottom line beyond Generations X, Y and Z from 2018-01-30T20:10:38

While it’s tempting to break up customers by their particular age demographics, it can also overlook those crucial elements that unite consumers across all generations. For example, it isn’t just m...

Listen
BAI Banking Strategies
6.03: How to create winning employee engagement from 2018-01-23T20:27:54

The key to nurturing employee commitment goes far beyond the corporate mission statement or the latest C-suite buzzwords. Yet some banks have managed to create a great culture that fosters dedicati...

Listen
BAI Banking Strategies
6.02: After two decades, internet banking continues to change from 2018-01-16T19:15:40

The Internet was in its nascent stages of public use in 1999--a time well before iPhones, apps and mobile banking. Yet a major initiative to take financial services into the cybersphere began that ...

Listen
BAI Banking Strategies
6.01: Artificial intelligence is BAI's trend of 2018 from 2018-01-09T22:53:15

Whether it's through the use of chatbots and predictive analytics, or taking compliance and fraud fighting to the next level, artificial intelligence promises to change every aspect of banking like...

Listen
BAI Banking Strategies
5.08: Branches, branch tech and the future of banking in 2018 from 2017-12-12T19:06:21

The oft-debated topic of branches often begs for clarity--so where to start looking? The area of data analytics holds a crucial key, as it can inform a host of decisions from staffing levels to tak...

Listen
BAI Banking Strategies
5.07: Home equity loans: From frustration to acceleration from 2017-12-05T18:25:31

While the home equity loan market is picking up, so too is the pipeline backing up for stuck applications waiting to be processed. Automated speed and seamlessness are in demand more than ever, yet...

Listen
BAI Banking Strategies
5.06: Emotional bonds, customer connection and lasting loyalty from 2017-11-28T21:06:16

Like never before, data analytics can unlock the secrets of customer loyalty through what was once considered a soft, non-specific metric: emotional motivations for doing business. While this repre...

Listen
BAI Banking Strategies
5.05: How and why incentives excite employees from 2017-11-17T20:56:23

Banks concerned with bolstering their bottom line need to examine the ROI that comes from creating peerless incentive packages. Chris Thurmond of First Tennessee Bank explains the finer points of e...

Listen
BAI Banking Strategies
5.04: A community bank’s drive to thrive from 2017-11-14T22:06:15

As though today's banking industry hurdles aren't enough, community banks are fighting to keep their customers happy in an era of high-stakes high tech and increasing competition for all corners. N...

Listen
BAI Banking Strategies
5.03: The unstoppable rise of RegTech from 2017-11-07T17:53:40

Though regulation technology might be seen as just another fintech subset, it's anything but. In shifting regulatory and compliance efforts into the digital age, RegTech promises to deliver high sp...

Listen
BAI Banking Strategies
5.02: Women and business banking: Making a difference, understanding differences from 2017-10-31T12:39:05

When banks interact with female business owners, they must bring more to the table than cookie-cutter solutions as these clients face particular challenges—and have particular wants—that set them a...

Listen
BAI Banking Strategies
5.01: Local banks and the drive for talent engagement from 2017-10-24T14:26:45

Community and mutual banks that have survived consolidation and attrition have found that meaningful local involvement extends beyond setting up a table at a summer festival. Michael Rauh, presiden...

Listen
BAI Banking Strategies
4.09: How hedge funds evaluate banks from 2017-10-10T21:30

Before hedge funds decide which banks to invest in, they compile questions—lots of them—that reveal a 360-degree view of the financial institution from management, monetary and credit strength angl...

Listen
BAI Banking Strategies
4.08: The artificial intelligence adoption gap from 2017-10-03T15:50:01

For all the recognition artificial intelligence has enjoyed in the banking community, it hasn’t yet found a nearly equal level of adoption. With all the questions, misconceptions and curiosity surr...

Listen
BAI Banking Strategies
4.07: Wall Street, blockchain and the promise of powerful innovation from 2017-09-29T16:41:38

Across the board, experts agree that Wall Street needs to take a closer look at blockchain. Ron Quaranta, chairman of the Wall Street Blockchain Alliance, has gone a step further as a proponent for...

Listen
BAI Banking Strategies
4.06: Sales excellence in the digital age from 2017-09-27T19:24:10

Greg Blausey of Salesforce explains how a digital-savvy sales approach makes all the difference in a time of big data, artificial intelligence and customized customer treatment.

Listen
BAI Banking Strategies
4.05: Facebook, mobile and banking opportunity from 2017-09-22T20:59:11

Facebook has 2 billion users, giving it astonishing potential to reach the prospective customers banks want. Social media platforms can also enhance customer experience and identify desirable demog...

Listen
BAI Banking Strategies
4:04: Artificial intelligence and the path to banking’s future from 2017-09-15T21:02:16

More than just chatbots, artificial intelligence in banking promises to change how the industry tackles its most fundamental tasks and pain points, from serving customers to streamlining troublesom...

Listen
BAI Banking Strategies
4.03: The rise of a fintech hotbed from 2017-09-08T22:12:48

Where does Chicago stand within the worldwide fintech community and what are its major contributions? Michael Busch, the president of Burling Bank and Lisa Curran, the co-founder of the non-profit ...

Listen
BAI Banking Strategies
4.02: Branch technology and ingenuity from 2017-09-01T18:48:16

Bank branches, while on the decline, will continue to serve as an integral part of multi-channel strategy for financial institutions. To that end, innovation and inspiration will play out on many l...

Listen
BAI Banking Strategies
4.01: Social media, consumer care and customer acquisition from 2017-08-25T14:13:49

More than ever, a social media presence for banks means more than mounting a Facebook page or sending out generic Twitter messages. Melissa Musgrove of Regions Bank shares how her institution lever...

Listen
BAI Banking Strategies
3.08: The fine points and phenomenal power of fintech from 2017-08-11T16:16:57

Whatever fintech meant just a generation ago, or even a few years ago, its breadth and scope have widened to a point where it embraces a stunning range of applications. Scott Robinson, the founder ...

Listen
BAI Banking Strategies
3.07: Banking innovation: It's more than just fintech from 2017-08-04T15:09:16

The BAI Global Innovation Awards program has fielded thousands of submissions over its seven-year history. It's given BAI president and CEO Debbie Bianucci insight as to what true banking innovatio...

Listen
BAI Banking Strategies
3.06: Helping customers win through financial wellness from 2017-07-28T18:27:05

When banks get involved in improving the financial wellness of their prospective and current clients, everybody wins. How can banks help those who struggle to achieve financial stability and assure...

Listen
BAI Banking Strategies
3.05: Smart security in a risky digital world from 2017-07-21T19:10:04

Even as hackers and malware make international headlines, banks have resources to keep the bad guys at bay--some of them as simple, yet powerful, as keeping fresh data backups under lock and key. S...

Listen
BAI Banking Strategies
3.04: How banks can embrace technology through 'fintegration' from 2017-07-14T13:59

Fintech is no longer a matter of anti-bank disruption, and sometimes it takes a former entrepreneur in the space to best communicate that message. Andres Wolberg-Stok, who serves as Citi Fintech's ...

Listen
BAI Banking Strategies
3.03: How banks can lead consumers to financial wellness from 2017-07-07T14:41:41

Financial wellness has come to public consciousness as consumers look for better ways to take control of their finances. But what can banks and financial institutions do to ensure a successful jour...

Listen
BAI Banking Strategies
3.02: CECL—Get your bank's credit records in order from 2017-06-30T20:07:45

Tom Caragher discusses what banks need to know about CECL including which records to pull and which staff members to recruit to present first-rate data.

Listen
BAI Banking Strategies
3.01: Community banking and the drive for excellence from 2017-06-23T14:02:54

The BAI Banking Strategies podcast kicks off season 3 with Jill Castilla, President and CEO at Citizens Bank of Oklahoma. The institution has roots that go back more than 100 years - to a time befo...

Listen
BAI Banking Strategies
2.08: The ever-changing face of bank branches from 2017-06-02T22:23:41

On this episode of the BAI Banking Strategies podcast, we're joined by banking branch expert Jon Voorhees of Peak Performance Group about the closing, opening and evolution of bank branches. Voorhe...

Listen
BAI Banking Strategies
2.07: How banks build winning innovation teams from 2017-05-26T15:10:05

On this episode of the BAI Banking Strategies podcast, we talk with Bennett Bradley of BB&T about his bank's new in-house initiative to identify prime areas for innovation, and champion for various...

Listen
BAI Banking Strategies
2.06: Where payments meet people from 2017-05-19T19:22:46

On this episode of the BAI Banking Strategies podcast, we're joined by payments expert Patricia Hewitt. Patricia shares with us her thoughts about how digital-social ecosystems such as China's mess...

Listen
BAI Banking Strategies
2.05: The rise of the mobile-only bank from 2017-05-12T19:30:21

On this episode of the BAI Banking Strategies podcast, we talk with British banking veteran Anne Boden, the founder of Starling Bank, the first mobile-only banking platform in the U.K. Boden shares...

Listen
BAI Banking Strategies
2.04: Banking and the Internet of Things from 2017-05-05T14:47:14

On this episode of the BAI Banking Strategies podcast, we're joined by Chris Skinner, international fintech expert and author. Chris talks about the latest revolutions from the Internet of Things (...

Listen
BAI Banking Strategies
2.03: The pillars of financial services innovation from 2017-04-28T21:32:10

On this episode of the BAI Banking Strategies podcast, we're joined by Miranda Hill, director, innovation and commerce strategy at ThoughtWorks in Seattle. Miranda discusses the key attributes tha...

Listen
BAI Banking Strategies
2.02 The art and science of social selling from 2017-04-21T20:29:04

On this episode of the BAI Banking Strategies Podcast, we talk with Avril Castagnetta, senior manager at Ernst & Young. Castagnetta explains the fine points of social selling, which uses social med...

Listen
BAI Banking Strategies
2.01 Banking, big data and analytics from 2017-04-14T14:06:23

On the first episode of Season Two of the BAI Banking Strategies podcast, we talk with Don Campbell, president at RightCourse LLC and a contributor to the TAG Fintech 2017 report "Data Analytics: B...

Listen
BAI Banking Strategies
1.08 Spotting and fighting synthetic fraud from 2017-03-24T14:08:04

On the last episode of Season One of the BAI Banking Strategies podcast, we talk with Colin Carvey of TransUnion about synthetic fraud, where criminals create fake identities to land and steal from...

Listen
BAI Banking Strategies
1.07: Payments, innovation and the three big roles of banks and fintechs from 2017-03-17T19:43:36

On this episode of the BAI Banking Strategies podcast, we talk with Conny Dorrestijn , CEO of Shiraz Partners and based in the Netherlands. Conny talks about Europe's instant payments landscape, an...

Listen
BAI Banking Strategies
1.06: Artificial intelligence and voice banking from 2017-03-10T20:35:26

On this episode of the BAI Banking Strategies podcast, we talk with Robb Gaynor, chief product officer at Malauzai Software in Austin, Texas. Robb outlines the current breakthroughs in AI. These in...

Listen
BAI Banking Strategies
1.05: Behind the blockchain explosion from 2017-03-03T23:18:14

On this episode of the BAI Banking Strategies podcast, we talk with Steve Ehrlich, lead analyst for emerging technologies at Spitzberg Partners LLC in New York. Ehrlich discusses the burgeoning wo...

Listen
BAI Banking Strategies
1.04: Using bank employees as social media brand ambassadors from 2017-02-24T22:52:15

On this episode of the BAI Banking Strategies' podcast, we talk with CarrieAnne Cormier, digital banking strategist and retail banking officer with Avidia Bank in the Greater Boston area. Cormier t...

Listen
BAI Banking Strategies
1.03: The future of digital banking from 2017-02-17T16:15:28

How will financial services organizations negotiate new and emerging technologies in a way that creates the best outcomes for customers and employees?

On this episode of our BAI Banking S...

Listen
BAI Banking Strategies
1.02: The future of faster payments from 2017-02-10T15:57:24

On this episode of the BAI Banking Strategies' podcast, we talk with Ian Schweid, senior vice president director of electronic services at Coconut Grove Bank. A member of the Federal Reserve's Fast...

Listen
BAI Banking Strategies
1.01: Millennials and community banking from 2017-02-03T18:20:37

How do community banks and credit unions best cater to the needs of millennial consumers and business owners? We talk with Graham Seel, founder at BankTech Consulting, about the impact millennials ...

Listen