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.
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34.01 - Fight check fraud with a strategic mindset
22:31
22:31
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22:31
ServiceNow’s Greg Kanevski joins the BAI Banking Strategies podcast to talk about check vulnerabilities, funding fraud recovery and why you can market your defenses as a competitive asset.By BAI
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33.08 - State of Deposits: What’s on the horizon
15:39
15:39
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15:39
BAI’s Tom Hoscheidt and Isio Nelson join Senior Editor Rachel Koning Beals on the BAI Banking Strategies Podcast to dig deeper into a midyear snapshot of BAI deposit research.By BAI
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33.07 - AI helps banks of all sizes think bigger
34:29
34:29
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34:29
AI has potential to be a competition leveler in financial services.By BAI
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33.06 - AI means change in the bank, but where may surprise you
29:46
29:46
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29:46
ServiceNow’s Greg Kanevski tells BAI’s Rachel Koning Beals about many more departments in which AI is expected to make its mark. AI can stretch human capital for higher-touch responsibility in compliance and it could lead to data-first M&A. Listen now.By BAI
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33.05 - Fight fraud collectively for the biggest impact
14:10
14:10
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IDology's Crystal Blythe discusses in the BAI Banking Strategies podcast that the real-time fraud fight lies solidly with building out an information-sharing consortium across collaborators and competitors.By BAI
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Brian Keefe of NICE Actimize joined the BAI Banking Strategies podcast to share his best ideas to leverage fraud-detection technology and real-time interdiction.By BAI
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33.03 - Measure innovation in incremental wins
20:56
20:56
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20:56
BAI Global Innovation Awards Lead Judge Amy Radin and Vice President & Portfolio Head - Strategic Accounts, Financial Services of Infosys Raghav Agarwal join the BAI Banking Strategies podcast to share recent industry innovation trends and how banks can position themselves as leaders focused on customers, data, and collaboration.…
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In today's fiercely competitive environment, marketers are feeling the pressure to drive engagement, strengthen loyalty, and achieve deposit growth.Robert Ropars from Vericast joins us to share his perspective on how financial institutions can drive customer acquisition, increase retention and develop attribution strategies in the digital marketing…
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33.01 - ‘Tis the season for greater fraud awareness
19:02
19:02
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19:02
Brian Keefe from NICE Actimize joins on the BAI Banking Strategies podcast to talk about heightened volume and patterns of fraud during the holidays, and what banks can do about it.By BAI
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32.08 - Winning the primary client relationship battle
19:18
19:18
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19:18
Marc Salinas and Eric Campbell from Bottomline Technologies join us to share how recent industry events create an opportunity for financial institutions to position themselves as a valued resource for their business banking and commercial clients and win the battle for primary ownership of the customer relationship.…
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FedNow is officially live. With the launch comes the potential for financial institutions to expand and provide different products and services that they are just touching on today. Brian Keefe from NICE Actimize joins us to tell us more about how FedNow can be safe and efficient, all while allowing for a wider range of innovative instant payment …
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32.06 - Fraud activity is increasing – how to protect your institution and customers
23:37
23:37
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23:37
Greg Kanevski of ServiceNow joins the BAI Banking Strategies podcast to discuss the impact of increased fraud on financial institutions and how they can better protect themselves and their customers in their fight against fraudsters.By BAI
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32.05 - Fact vs Fiction: Debunking fraud and faster payments myths
16:45
16:45
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Mark Majeske of Alacriti joins the BAI Banking Strategies podcast to dissect and debunk some of the top myths regarding fraud and faster payments.By BAI
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32.04 - Creating a better digital payments experience for businesses
19:17
19:17
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19:17
Payments are a central focus in digital banking for retail customers. This is less the case when it comes to businesses. Layne Kight from Deluxe is with us to share ideas on how banks and credit unions can create a better payments experience for their business customers.By BAI
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32.03 - Easing the banking challenges for people with disabilities
19:02
19:02
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19:02
Val Srinivas from Deloitte joins us to share his firm’s recent research into the difficulties people with disabilities encounter while banking, and how banks can make things easier.By BAI
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32.02 - Rethinking risk after the SVB collapse
18:56
18:56
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18:56
The stunning collapse of Silicon Valley Bank and other banks in early 2023 has reframed how the industry is thinking about risk.Joan McGowan and Tom French from SAS join us to offer advice to banks and credit unions on how to better address the many risks they face.By BAI
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32.01 - Why banks should help families break the money-talk taboo
21:24
21:24
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21:24
American families dislike talking about money – a recent Wells Fargo survey found that 40% of people would rather talk to their parents about their funeral plans than about their financial plans.Michael Liersch, head of advice and planning for Wells Fargo Wealth and Investment Management, joins us with insights on how banks can help families build …
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31.08 - Exploring the “flaw of averages” at banks
19:47
19:47
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19:47
Banking is getting more complex, and that greater complexity is creating more uncertainties and more risks.Sam Savage from Probability Management joins us to make a case for why banking institutions should change the way they think about and deal with uncertainties.By BAI
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31.07 - What banks can do when disaster strikes
18:21
18:21
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18:21
The visual images of natural disasters tend to highlight damage to property, but the real lasting damage is done to people. Kate Bulger from Money Management International joins us to talk about their BAI Global Innovation Award-winning program to help low and moderate income people deal with their finances after a disaster.…
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31.06 - Citizens Bank has a new way with words
19:15
19:15
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As banks work toward deeper and longer-lasting connections with their customers, their choice of language matters. Beth Johnson, chief experience officer at Citizens Bank, is our guest to talk about how her bank is rethinking how it uses words.By BAI
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31.05 - The original mobile banking is finding new purpose
20:46
20:46
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20:46
Mobile bank branches have been around for years, but its versatility is giving it a growing role at some institutions.Todd Barnhart and Chris Hill from PNC Bank join us on the BAI Banking Strategies podcast to discuss how they’re taking to the road to reach underserved communities.By BAI
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31.04 - FedNow’s competitive value for smaller banks
17:49
17:49
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17:49
The world of real-time payments is about to have a new heavyweight contender as the Federal Reserve rolls out its FedNow Service in 2023. Brian Keefe from NICE Actimize joins us to tell us more about FedNow and how the new service stands to benefit smaller banking institutions.By BAI
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31.03 - Despite crypto turmoil, this firm is following the customers
19:39
19:39
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19:39
While many in the financial world are running away from crypto and its perceived dangers, there are others who see lots of opportunity.Gene Grant, CEO at LevelField Financial in Houston, joins us to talk about what his new bank wants to do in the crypto space, and why now is the right time to do it.By BAI
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31.02 - Getting ready for the largest wealth transfer ever
19:57
19:57
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19:57
Millennials and Gen Z are starting to inherit money in what will end up as the greatest transfer of wealth in history. Steven Ramirez from Beyond the Arc is our guest to discuss the scale of this transfer, and how banking institutions can position themselves to attract some of those assets.By BAI
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31.01 - Managing risks during a digital makeover
19:43
19:43
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19:43
Because banking institutions are in the money business – their customers’ and their own – they are also in the risk business.Keith Pearson, head of financial services at ServiceNow, joins us to discuss how banks and credit unions can improve their security by digitalizing their risk management.By BAI
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30.08 - What’s now and what’s next in digital modernization
21:28
21:28
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21:28
Banking continues its digital makeover, both to gain efficiencies and to meet customer desires for faster, easier and more convenient.BAI’s Debbie Bianucci and Dennis Gada from Infosys join us to discuss the trends and priorities they’re seeing in the industry’s digital transformation.By BAI
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30.07 - Finding opportunities in banking cannabis and crypto
18:58
18:58
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18:58
Many community banks are feeling pressure to grow to avoid being wiped out or bought out. Could serving non-traditional businesses provide the new opportunity they need?Ryan James, CEO of Surety Bank in central Florida, joins us to discuss his bank’s experiences with the non-traditional, including moving into cannabis and crypto-related banking.…
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30.06 - The path to personalization in digital customer service
17:37
17:37
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17:37
Customer service is cheaper for banks to deliver digitally than via other channels – the trick is to do in a personalized way.Jennifer Timbrook from STAR Financial Bank joins us to discuss her Indiana-based bank’s approach to digital customer service.By BAI
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30.05 - Positioning ESG at banks as good business in 2023
20:46
20:46
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20:46
Environmental, social and governance considerations are growing in importance at banks and credit unions.Gary Levante, who heads the ESG effort at Berkshire Bank, explains why banks should view embracing ESG as a way to gain a competitive edge.By BAI
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30.04 - Tips and insights for attracting talent in 2023
17:03
17:03
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17:03
Our series on key issues for banks in 2023 focuses this week on finding, nurturing and retaining talent.Megan Burkhart, chief human resources officer at Comerica, discusses how her bank is dealing with the talent challenge and she offers insights that may be of value to other institutions.By BAI
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30.03 - Where will banking-as-a-service go in 2023?
14:45
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14:45
Banking-as-a-service is among the most talked-about innovations in banking, and also perhaps among the least understood. Jeannette Kescenovitz, who leads development of banking-as-a-service capabilities at Finastra, shares her views on how BaaS might grow its presence at U.S. banks and credit unions in 2023.…
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30.02 - A special decade to come for U.S. banks?
20:53
20:53
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20:53
An aggressively rising interest rate environment can cut both ways for the banking industry.Tom Brown, long-time banking industry analyst and editor of Tom Brown’s Banking Weekly newsletter, offers his views on rate impacts as part of his outlook for banks in 2023 and beyond.By BAI
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30.01 - The best of the best in financial services innovation
20:22
20:22
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20:22
Winners of the BAI Global Innovation Awards are out, and they cover a wide swath geographically and in the industry challenges that they address.Amy Radin, who works with financial services executives to anticipate and adapt to change, is our guest to talk about the BAI awards and financial services innovation more broadly.…
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29.06 - Key banking issues and trends for 2023
20:03
20:03
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20:03
A number of key uncertainties face banks and credit unions in the coming year. BAI's Karl Dahlgren shares findings in our latest survey the biggest business challenges for bankers in 2023: new-customer acquisition, digital experience and talent.By BAI
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29.05 - Minority-owned banks are ready for a recession
20:59
20:59
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20:59
With odds of a recession rising, banks are positioning themselves for tougher times.Nicole Elam, president and CEO of the National Bankers Association, tells us why minority-owned banks are now in good shape to ride out a recession.By BAI
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29.04 - The fraud prevention use case for behavioral biometrics
19:54
19:54
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19:54
Biometrics are a familiar tool used by bank and credit union fraud teams to try to thwart bad actors. Seth Ruden from BioCatch and Joey Zollinger from Alkami join us to discuss a growing area of biometrics that focuses on customers’ digital behaviors.By BAI
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29.03 - Pricing deposits to keep customers happy
18:21
18:21
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18:21
The dramatic rise in interest rates in recent months has more savers thinking about the returns they’re getting on their money.Neil Stanley from The CorePoint joins us to talk about how banks should be thinking about deposit pricing as a way to keep customers happy.By BAI
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29.02 - Customer financial health should be a top priority
13:25
13:25
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13:25
In an economy stressed by high inflation and growing recession worries, many Americans are struggling with their finances.Rochelle Gorey from SpringFour discusses how banks and credit unions can be more innovative in tending to their customer’s overall financial health.By BAI
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29.01 - Bank leaders are the make-or-break for innovation
18:38
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Between tech advances and new competition, banking institutions need to be innovators to keep pace with the trendsetters.Paul Steenkamp, a former banker and author of a new book on leadership and innovation, joins us to offer insights on how banks can better embrace change.By BAI
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28.08 - Neobanks: Disruptive technology, elusive profits
20:23
20:23
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20:23
Neobanks are having a lot of success getting customers to open accounts, but very few are making any money.Christoph Stegmeier from the global consultancy Simon-Kucher joins us to discuss profitability challenges and other findings of their 2022 study on neobanking.By BAI
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28.07 - Banks need to be ready for better deep fakes
20:29
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Banks are required by law to know their customers. Deep fake technology in the hands of outlaws is making that hard job even harder.Vijay Balasubramuniyan, CEO at Pindrop, joins us to talk about the world of deep fakes, and how this technology is impacting the world of banking.By BAI
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28.06 - Want to connect better with customers? Try empathy
18:45
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18:45
Success at bank contact centers has long been measured by resolution speed and call volume. But is this changing?Terri Panhans from Vericast joins us to share her insights on how the role of contact centers is evolving as day-to-day banking transactions go increasingly digital.By BAI
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28.05 - Data's expanding role in protecting against fraud
19:28
19:28
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Banking institutions lose billions of dollars each year to fraud, and every dollar lost comes with a 4X multiplier that jacks up the costs.Greg Kanevski from ServiceNow shares his insights on how banks and credit unions can put data to better use to push back on the bad actors and save big money in the process.…
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28.04 - Tapping into a new talent pool for banking
17:43
17:43
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Banks and credit unions are challenged to fill job openings as they go up against fintechs and other competitors in a tight labor market.Craig Alexander, head of talent acquisition at BMO Financial Group, tells us about their new hiring program focused on a population segment looking for opportunity.…
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28.03 - Why Know Your Business should be a bank’s business
18:48
18:48
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Everyone in banking knows about KYC – Know Your Customer. Less well-known is its close cousin, Know Your Business.Heidi Hunter, chief product officer at IDology, joins us to talk about the role of KYB for banking institutions and how they can do it more effectively.By BAI
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28.02 - Investing in a more diverse fintech future
19:31
19:31
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19:31
In the ultracompetitive fintech space, it’s hard for any startup to attract funding, and it’s even harder for Black, Hispanic, women and LGBTQ entrepreneurs.Elizabeth McCluskey from the Discovery Fund at CUNA Mutual joins us to discuss investing in fintechs being started up by members of underrepresented groups.…
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28.01 - Building future bank leaders by sending them away
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19:31
Like other businesses, banks and credit unions always have to be on guard against organizational inertia. Sandra Quince, an executive at Bank of America, talks about its executive-loan program that brings in new ways of thinking while developing future bank leaders.By BAI
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27.08 - Where do banks fit into the metaverse?
20:48
20:48
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The metaverse is still in its early stages of development, but some banks are already thinking about its customer-connecting potential.Sandeep Vishnu, a partner at the consulting firm Capco, shares his thoughts on how financial institutions might find a home in the metaverse.By BAI
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27.07 - Keeping the community bank feel through a digital transformation
16:23
16:23
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16:23
Banks and credit unions know the future is digital, and that traveling there is a long road with many obstacles.Chris Craver, head of digital products at Valley National Bank, joins us to talk about his bank’s approach to digital transformation and outlook for the future.By BAI
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27.06 - Staid on the outside, innovative on the inside
22:35
22:35
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22:35
Northern Trust is as traditional as a bank comes, but behind that stately façade, breakthrough innovations are being developed.Marc Mallett, Northern Trust's head of whole office strategy, tells us more about what the bank is doing on the leading edge of change.By BAI
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