Results include

Podcasts
Sep 16, 2025
NOW LIVE! In this episode of Banking Out Loud, host Sonia Portwood and industry veteran Curt Hecker, CEO of PCBB, unravel the essentials of strategic planning for community financial institutions (CFIs).
BID Newsletters
Apr 10, 2025
For Community Banking Month, we’re sharing community banks’ stories. Our second article of this year’s Community Banking Month series showcases strategies banks have implemented to enhance the customer experience.
Sep 26, 2024
A new set of global standards has been developed to help organizations better measure customer experience and identify areas for improvement.
Jul 24, 2025
As digital transactions grow in volume and speed, real-time fraud detection strategies are increasingly becoming a necessity, particularly as CFIs look to balance security with a seamless customer experience. We look at some of its use cases.
May 22, 2024
Cost management can be an effective way to boost revenue, but it needs to be done with a comprehensive approach. If organizations fail to look at all the ways cuts could impact employees and the customer experience, cost-cutting measures could ultimately prove costly. We provide tips on how to evaluate costs and their impact on your CFI’s cost reduction goals.
Apr 30, 2024
By combining technology, psychology, and economics, gamification is redefining how people engage with their money. It is proving an effective tool to enhance the customer experience and drive engagement. We explore the core principles of gamification and look at some of its applications that could be of interest to CFIs.
Apr 15, 2024
We talk about the need for CFIs to have a quality digital onboarding process. But what exactly makes an onboarding process convenient, and how does it impact the overall customer experience? We explain the qualities a CFI needs in its onboarding process to compete successfully for new customers and keep existing ones.
Apr 11, 2024
Every April, we celebrate Community Banking Month through a series of BID articles that showcase the efforts of local banks to serve their communities, support their staff, and enrich the customer experience. In this second of four articles in our Community Banking Stories series, we highlight examples of community banks supporting educational initiatives.
Apr 4, 2024
Every April, we celebrate Community Banking Month through a series of BID articles that showcase the efforts of local banks to serve their communities, support their staff, and enrich the customer experience. Some community banks have responded by beginning or increasing their efforts to support well-being and development of both their employees and their community.
Oct 22, 2025
Bank Director’s 2025 Technology Survey reveals a mismatch between technology/AI investment and effective data usage, legacy integration, and ROI measurement. We explore the survey’s key findings and implications for CFIs.
Oct 15, 2025
CFIs face a fast-approaching deadline for Swift’s ISO 20022 migration this November, requiring preparation and system updates. We outline key steps, training, and communication tips for a smooth transition.
Sep 18, 2025
The Federal Reserve’s shift to ISO 20022 marks progress, but Swift’s November 2025 cutover requires CFIs to prepare now, ensuring compliance, smoother operations, stronger risk management, and improved customer experiences.
Aug 13, 2025
To increase adaptability to emerging technology, increased regulatory requirements, and changing customer needs, CFIs are increasingly moving from traditional lending systems to cloud-based lending solutions. We discuss some of the key benefits.
Aug 6, 2025
Amidst ongoing signs that a recession could be looming, now is the best time for CFIs to prepare for the worst. The best way to do so may be looking to lessons from past economic downturns, along with changing technological benefits.
Jul 7, 2025
Most tellers and many other front-line agents are dissatisfied with their jobs, and that can lead to poor service. Here’s how CFIs can boost morale.
Jun 26, 2025
CFIs plan to invest in automated lending, especially for SMBs. We discuss barriers to adoption for SMBs, the benefits to forging ahead, and the outlook for fully automated SMB lending.
May 14, 2025
Despite the continued rise of digital banking, physical branches remain key for CFIs. We look at four different strategies financial institutions are using to revitalize their branches and drive results.
Apr 2, 2025
Behavioral biometrics, which tracks how users interact with their devices, could help CFIs seamlessly enhance their cybersecurity. We explore how it works, how it can help CFIs, and implementation challenges.
Mar 24, 2025
With digitalization continually expanding, automated customer onboarding can alleviate a pain point for both customers and staff. We compare manual versus automated processes so you can see for yourself the stark differences for employees.
Mar 19, 2025
Swift has been implementing significant changes that are designed to enhance the speed, transparency, and reliability of cross-border payments. These include Swift GPI, ISO 20022, and Swift Go. By embracing these changes, CFIs can enhance their international offerings in a rapidly shifting financial landscape.