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Powering Smart Decisions in the Financial Services Industry

BAI is a mission-driven non-profit organization that provides training, research, thought leadership and connection opportunities to financial services leaders.

How Organizations Are Implementing Compliance Policies and Training

BAI provides compliance training and solutions designed for financial services organizations to help reduce organizational risks, improve compliance efficiencies and provide key information.

How Organizations Exceed Expectations

BAI provides benchmarking resources to help you better understand your organization’s relative performance. Tailor your preferred reports and leverage the insights to make data-driven decisions with confidence.

Executive Report

Reimagining talent, training & culture in banking

A competitive financial services space demands that your organization use dynamic solutions to attract and retain first-rate personnel. It’s important to create a climate of continuing education and upskilling opportunities that assure your teams that you support their career paths.

In our June BAI Executive Report: Reimagining talent, training & culture in banking, we explore topics that span efficient customer engagement training, leveraging marketing team resources and smart internal-fraud prevention steps. Plus, we visit the BMO Academy for a look at ongoing high-tech training that empowers staff to share their experiences.

How Leaders Better Understand Key Issues

BAI Executive Report

Unlocking value through technology optimization

In our May BAI Executive Report: Unlocking value through technology optimization, we dip into several departments and business lines facing decisions on both routine and strategic upgrades, from your core to what’s next for BaaS, personnel flexibility, agility in the defense against fraud and more.

Our research tells us that across banking, leadership prioritization on operational efficiency tops the focus this year and likely beyond. That extends to technology budgets. With that in mind, our issue looked to strike a balance between smart resource use and the momentum demanded of a dynamic financial services industry that can’t afford to stand still.

Always Moving Forward: How BAI Helps You Build a Stronger Future

Leaders and employees are faced with hundreds of decisions every day. Making smarter decisions is how you better serve your customers and communities. Driving positive change is how you prepare for the future.

At BAI, we provide forward-thinking knowledge and information about the industry as a whole to help you prepare for what’s next.

Unbiased. Forward-thinking. Always evolving. Our only agenda is helping you make smarter decisions.

Careers at BAI: Help Shape The Future of Financial Services

If you want to do meaningful work in an organization that both sees and shapes the future of the financial services industry, check out careers at BAI. We’d love for you to be a part of what’s next!

What do we offer?

  • BAI Workflex which includes hybrid and remote working models
  • Generous vacation/personal time programs
  • Tuition reimbursement
  • Collaborative, team-oriented environment
  • Comprehensive insurance coverage
  • 401(k) with company match
EXECUTIVE ROUNDTABLES

Where Change is Met Head-On

Meet, connect, and learn from your peers in the industry. Our exclusive BAI Executive Roundtables provide a forum to openly discuss the latest trends and issues, so you can address the critical challenges facing the industry today.

More Ways to Get Involved With BAI

Join the BAI Community

BAI Membership supports the BAI mission and helps drive positive change in the financial services industry. Join us to help move the industry forward.

Share Your Innovation Story With Us.

With the merger of BAI and RMA, the new organization, ProSight Financial Association, is taking time to determine how best to discover and feature stories of people and organizations that are driving positive change for their employees, customers and communities. As such, the BAI Global Innovation Awards program will not run in 2024. Click here to learn more.