

BAI Banking Strategies
BAI
A weekly podcast that focuses on the key issues impacting financial services leaders. It brings you objective opinions and actionable insights that will help you make smart decisions.
Episodes
Mentioned books

Jan 29, 2019 • 14min
11.05: An insider’s guide to risk and data management
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 how savvy banks can take security measures to the next level.

Jan 22, 2019 • 15min
11.04: Getting to the bottom of great customer experience in 2019
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 (a Verint company), explains how outstanding in-person interactions can drive an overall customer experience that ensures loyalty and gives banks an edge in the marketplace.

Jan 15, 2019 • 15min
11.03: Realizing data's phenomenal potential in 2019
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 financial services practice, sheds light on how banks can move forward with data, artificial intelligence and more.

Jan 8, 2019 • 21min
11.02: 2019's top banking decisions with the BAI Leadership Team
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 give consumers the experiences they want? And how can banks leverage customer empathy to stand out from the competition?
Join BAI president and CEO Debbie Bianucci, managing director Karl Dahlgren and chief marketing officer Holly Hughes for a special year-ahead podcast that addresses these topics and sets the stage for what promises to be a watershed year in financial services.

Jan 1, 2019 • 15min
11.01: The big branch trends for 2019
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 Kerstein, president of Peak Performance Consulting Group, who shares with us his equally nuanced and no-nonsense views on what’s ahead for branch banking.

Dec 11, 2018 • 15min
10:08: How banks can win at gamification
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 Findlay, founder and CEO of Launchfire, walks listeners through the benefits of gamification and how it takes talent management to the next level.

Dec 4, 2018 • 15min
10.07: Paths to profitable digital partnerships
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 experience to make bank partnerships work.
Ben Schack, leader of U.S. digital partnerships at BMO Financial Group, shares how banks can guide and mentor fintechs to maturity and achieve mutual victory.

Nov 27, 2018 • 16min
10.06: Winning the data game
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 the silos where it too often hides in plain sight. Clark Richey, chief technology officer at FactGem, shares his top strategies to collect, protect and leverage the data banks have at their disposal.

Nov 13, 2018 • 15min
10.05: Prime payments insights from the Fed
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.
Connie Theien, senior vice president, industry relations program for the Federal Reserve System, brings listeners up to date and explains how private industry will play a key role in the payments revolution.

Nov 6, 2018 • 17min
10.04: Branches, digital channels and customer experience without equal
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 cross the finish line first?
Tom McDermott, the co-founder and managing partner of Inver Consulting Group, during an interview at BAI Beacon 2018 in Orlando, built the case for and steps to this winning integration.