BAI Banking Strategies BAI

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 more open relationships about money, and why it’s in the banks’ interests to do so.

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.

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.

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.

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.

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.