BAI Banking Strategies public
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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 and the American Way of Power," his new book on one of the nation's oldest financial firms, and why its story matters for banks today and in the future.…
 
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 banking at ServiceNow, discusses a personalization strategy that has an optimal mix of people and technology.By BAI
 
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 American banks can learn from overseas financial institutions about the latest tech and how they can put those insights to work.…
 
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 ABBYY and industry consultant Jim Griffin share ideas on creating personalized banking experiences to strengthen customer relationships and stand up to outside threats…
 
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, an ex-banker who's now on the fintech side, shares his thoughts on the benefits and challenges of a bank-fintech partnership.…
 
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 head of community lending at TD Bank, joins us to talk about a $105 million fund to help minority-owned small businesses and an even bolder initiative that the bank …
 
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 Santander Bank, joins us to offer his thoughts on what small businesses need most from their banks now, and how best to deliver it to them.…
 
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?David Ehrich, executive director at the Alliance for Innovative Regulation, offers some thoughts on regtech’s current and future role. He also discusses hi…
 
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 us to discuss how financial services providers are digitally responding to the pandemic’s impacts and where those efforts go from here.…
 
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 McConnell, CEO of Allies for Community Business in Chicago, joins us to discuss a novel way of gauging repayment risk in underserved areas.…
 
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 strategy at nCino, shares his thoughts on how financial organizations can accelerate their big digital makeovers with "micro-transformations."…
 
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. Doug Schaeffer and Noelle St. Clair, both from Woodforest National Bank, join us on the podcast to discuss why and how they set up the fund.…
 
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.Anson Vuong, managing partner at Gallup, discusses recent research that suggests many financial services organizations are underplaying the emotional side of making…
 
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 production at Homespire Mortgage, joins us to discuss the benefits of increasing diversity, equity and inclusion at the companies within her industry.…
 
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 Hood, senior director of authentication services at Neustar, discusses how bank and credit union call centers can fight fraudsters by quickly identifying who’s legit…
 
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 Bottomline Technologies, joins us to talk about the unmet needs of small- and mid-sized businesses, and how banks filling those needs can both profit and protect …
 
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 Banking Strategies podcast of 2021 is Dan Holt, CEO at BillGO. He’s here to talk about the current state of bank bill pay, and to offer his thoughts on how and why it sh…
 
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 challenges of 2020.Karl Dahlgren, managing director for research at BAI, discusses a number of trends heading into the new year, including shifts in cons…
 
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 focused on middle- and back-office operations.Tammi Shapiro, global head of product for financial services at ServiceNow, makes the economic and efficiency…
 
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 activity due to a deadly pandemic.On this podcast, Laurent Birade and James Partridge, both experts in credit risk analysis at Moody’s Analytics, discuss the …
 
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’s Day, our podcast guest is Barclay Keith, who served in the Army in Afghanistan prior to co-founding the fintech firm Artis Technologies, where he is now CEO. He …
 
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 at design firm Miller Zell, discusses branch safety measures during COVID and how financial institutions are trying to get more out of less space.…
 
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, senior vice president for products and markets at Revation Systems, discusses the present and future of customer service, including how banks should blend their digita…
 
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 less uniform reality, with some banks and credit unions transitioning faster and more effectively than others.We’ll traverse this uneven terrain with Gr…
 
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 and the harsh economic side effects of the pandemic are all contributing to the upswing in scams and schemes targeting the industry. Matt Tengwall, gene…
 
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 leading voice on innovation in financial services and author of “The Change Maker’s Playbook,” is the guest on this week's podcast. She discusses how banks and cred…
 
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 diversity officer at Comerica Bank, discusses the industry's successes and ongoing challenges when it comes to DEI, as well as to discuss what’s working for Comeric…
 
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 priced? Enterprise performance management (EPM) can help answer these questions and more.On this podcast, Danny Baker, vice president of market strategy at Fi…
 
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’s been handling that money before them? As a result, cards are used for even the smallest transactions.Nicole Machado, executive director of product stra…
 
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 trying to compete.Tom Brown, editor-in-chief of Tom Brown’s Banking Weekly newsletter and CEO of Second Curve Capital, discusses where smaller institution…
 
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 businesses that were at least holding their own just a few months ago. Tens of thousands have failed, and even more are still struggling to stay afloat.Jay DesMa…
 
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