173 episodes

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.

BAI Banking Strategies BAI

    • Business
    • 4.3 • 22 Ratings

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.

    21.08 - What bankers need to know, generation by generation

    21.08 - What bankers need to know, generation by generation

    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, managing director for research at BAI, digs into the findings that bank and credit union leaders will find insightful.

    • 18 min
    21.07 - Digital transformation, now and in the future

    21.07 - Digital transformation, now and in the future

    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.

    • 14 min
    21.06 - The case for wealth management at community banks

    21.06 - The case for wealth management at community banks

    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 discuss offering wealth management as a way to further deepen those customer connections while increasing revenue.

    • 14 min
    21.05 - Rethinking credit risk in underserved communities

    21.05 - Rethinking credit risk in underserved communities

    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.

    • 24 min
    21.04 - Reimagining the branch in a digital age

    21.04 - Reimagining the branch in a digital age

    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, joins us to talk about the roles he envisions for physical locations in the years ahead.

    • 19 min
    21.03 - Banks will benefit from new brokered deposit rules

    21.03 - Banks will benefit from new brokered deposit rules

    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 changes that benefit banks and credit unions.

    • 15 min

Customer Reviews

4.3 out of 5
22 Ratings

22 Ratings

QCheque ,

Great Work

Keep up the gr8 work! Love this Podcast. It’s educational and inspirational.

E+EBroad ,

Episodes feel like vendor sales pitches

This podcast used to have more banker interviewees. These days it’s all vendor interviews and it sounds kind of like sponsored content. Needs more actual bankers for banking strategies!

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