
254 episodes

BAI Banking Strategies BAI
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- Business
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4.3 • 26 Ratings
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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. Hosted by BAI managing editor Terry Badger.
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32.01 - Why banks should help families break the money-talk taboo
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. -
31.08 - Exploring the “flaw of averages” at banks
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. -
31.07 - What banks can do when disaster strikes
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. -
31.06 - Citizens Bank has a new way with words
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.
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31.05 - The original mobile banking is finding new purpose
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. -
31.04 - FedNow’s competitive value for smaller banks
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.
Customer Reviews
A concise banking podcast
Great topics discussed in a brief well organized discussion. Very useful for all bankers.
A must-listen!
A must-listen for anyone in the world of banking and finance! Terry brings you interviews with innovative guests who share their actionable tips and updates on the constantly evolving banking landscape. These episodes are full of insights you can implement in your own work, so go ahead start listening. 😊
Great Work
Keep up the gr8 work! Love this Podcast. It’s educational and inspirational.