BAI Executive Report

Reimagining talent, training & culture in banking


Download now!

All fields required.

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.

Articles in this report include:

Training staff to provide consistent, quality CX across channels
Tapping real-time feedback, micro-learning, virtual reality and gamification, here’s how banks and credit unions creatively coach personnel to "own the customer experience."

Creating future-ready banking marketers in the age of AI
Fueled by generative AI, financial services marketing teams can largely shift from tactical to strategic. That changes which skills we value and how organizations operate.

Banks need updated staff background checks — how to proceed sensitively and effectively
HR and risk scrutiny of fraud threats and regulatory shifts on top of juggling remote, hybrid and in-office employee rosters all add up to greater demand for repeat background checks and fingerprinting. Here are some best practices.

Continual upskilling on site and from anywhere
A progress report on the new hybrid BMO Academy, including its interactive digital wall, 360-degree classroom cameras, flexible huddle spaces and what’s next.


Download and share this issue for you and your colleagues and feel free to share with us more of the best practices you are using to bolster stronger workplace rosters.