Recent Articles, Speeches & Whitepapers

Onboarding 2.0
BAI Banking Strategies, March 1, 2010, by Gary Stein. (more)

10 Big Ideas for 2010
USBanker, December 2009. featuring Mary Beth Sullivan. (more)

Deposit Growth Strategies that Work!
ABA Marketing Conference, Sept., 14, 2009, by Mary Beth Sullivan and Jim Burrows (Sandy Spring Bank).

Branch future? still strong (cover story)
ABA Banking Journal, August 2009, by Gary Stein. (more)

Banking's Top Performers 2008 - Part 2: Banks and thrifts with assets under $3 billion
ABA Banking Journal, June 2009, by Vanessa Mambrino. (more)

Turbocharging the Branch with Specialty Products
BAI Banking Strategies, June 2009, by Gary Stein. (more)

Banking's Top Performers 2008 - Part 1: Banks with assets over $3 billion
ABA Banking Journal, May 2009, by Vanessa Mambrino. (more)

Overcoming Today's Marketing & Communications Challenges
AZ Women Bankers Conference, May 7, 2009, by Mary Beth Sullivan.

Commercial Deposits are Key
ABA Banking Journal, April 30, 2009, by Gary Stein. (more)

Lewis out as Bank of America chairman, remains CEO (citation)
USA Today, April 30, 2009. (more)

Banks give in to the urge to merge (citation),
Fredericksburgh Free-Lance Star, April 30, 2009. (more)

Post crisis, innovation will rule
ABA Banking Journal, April 2009, by Mary Beth Sullivan. (more)

Branding Extensions Target a Savings Boom (citation)
USBanker, April 1, 2009, featuring Mary Beth Sullivan. (more)

Winning the War for Deposits
ABA Telephone Briefing, by Mary Beth Sullivan. (more)

Citi Launches Unified Household Platform (citation)
FUNDfire, March 18, 2009, featuring John Shields, CPG Consulting Associate and Principal and Co-Founder of Mainstay Consulting Group, LLC, www.mainstaycq.com. (more)

Bank marketing fails to reassure wary and befuddled customers (citation)
Advertising Age, March 2, 2009, featuring Mary Beth Sullivan. (more)

The Bottom Line Blog on BAI's Online Community. The current blog "Reputational Risk: Banking's Tarnished Image" is available to BAI's Online Community members (membership is free - register here).

Top Ten Smashing Success Strategies for 2009
ABA Bank Marketing, January/February 2009, by Mary Beth Sullivan and Nancy Maas. (more)

Mission Possible: the modest, yet meaningful spend (citation)
ABA Banking Journal, January 2009, featuring Mary Beth Sullivan. (more)

Five Success Strategies for Turbulent Markets
Commercial Lending Review, November/December 2008, by Mary Beth Sullivan. (more)

May I Help You?
ABA Bank Marketing, December 2008, by Mary Ellen Georgas. (more)

The Fine Art of Cross-Selling
BAI Banking Strategies, November/December 2008, featuring Mary Beth Sullivan. (more)

Generating Deposits: New Tactics for Success
BAI Retail Delivery Conference, November 2008, presented by Mary Beth Sullivan and Bill Hippensteel (BBVA Compass).

Leveraging Branch Networks
NYBA Annual Retail & Small Business Banking Conference, November 2008, presented by Gary Stein.

The End Game: Completing the Last Steps of Your Strategic Plan
Independent Banker, October 2008, featuring Mary Beth Sullivan. (more)

Strategic Drivers of Retail Sales Productivity
BAI webinar, October 2008, by Gary Stein. (more)

Put a Smile on Stockholders' Faces
ABA Bank Marketing, October 2008, by Claude Hanley. (more)

A Practical Approach to Designing and Executing Bank-Wide Efficiency Programs
Bank Accounting & Finance, October 2008, by Claude Hanley. (more).

Is Your Bank Giving Back?
ABA Bank Marketing, October 2008, by Mary Beth Sullivan and Vanessa Mambrino. (more)

Leveraging Sales Opportunities Across Bank Lines of Business
ABA Bank Marketing Conference, September 15, 2008. Gary Stein, Candy Fitzek (Ocean Bank) and Shawn O'Brien (Compass Bank) speech.
This session provided guidance for banks to cross-sell across business lines and included case studies, tactics, and strategies for overcoming organizational (silo) issues, sharing information, establishing working teams, and ensuring program success.

Strategic Drivers of Retail Sales Productivity
BAI Banking Strategies, July/August 2008, by Gary Stein
To boose sales, bankers need to look to the factors that really drive sales. (more)

Reevaluate the Branch Channel
ABA Banking Journal (online version), July 10, 2008, by Gary Stein and Vanessa Mambrino.
Cost pressures and declining household/branch ratios are forcing banks to rethink their branch strategy and their branch designs. (more)

Banking's Top Performers Part 2: Top Community Banks
ABA Banking Journal, May 2008, by Vanessa Mambrino
Though the past year was difficult for the financial services industry as a whole, banks and thrifts with total assets of less than $3 billion fared better than their larger counterparts. (more)

Beyond Intuition: Making Better Branch Decisions with Data
OnSiteConference, May 29th, 2008, by Gary Stein and Vanessa Mambrino.

Ensuring Actionable Resource Allocation Decisions Through Better Data
ABA Marketing Network Member Insights, June 2008, by Gary Stein (more)

Cover Story: Are Longer Branch Hours Convenient to Bottom Line?
American Banker Retail Delivery Supplement, June 2008, featuring Mary Beth Sullivan. (more)

Banking's Top Performers
Part 1: Banks with assets over $3 billion
ABA Banking Journal, May, 2008, by Vanessa Mambrino.
2007 began as the best of times and ended as the worst of times. Yet the top performers still managed to excel. Here's how they did it. (more)

Viewpoint: P-to-P Networks May Alter Market
American Banker, April 4, 2008, by Claude A. Hanley, Jr. and Vanessa Mambrino.
Peer-to-peer lending networks have garnered a log of publicity of late; some industry observers have hypothesized that the model eventually will make the role of the traditional financial intermediary obsolete. (more)

North Carolina Bankers Association's Women in Banking Conference, May 5, 2008
Mary Beth Sullivan Speech: The Future of Banking

Arizona Bankers Association's Women in Banking Conference, May 8, 2008
Mary Beth Sullivan Speech: The Future of Banking

The New York Bankers Association's Retail & Small Business Conference, November 29, 2007
Mary Beth Sullivan Speech: Retail Deposit Challenges

BAI Retail Delivery Conference & Expo, November 12, 2007
Mary Beth Sullivan and Bill Hippensteel workshop: Generating Deposits: New Tactics for Success

North Carolina Bankers Association Management Team Conference, October 16, 2007
Mary Beth Sullivan Speech: Trends in the Financial Services Today: Key Consumer and Competitive Trends

Virginia Bankers Association Community Bank Management Conference, October 2, 2007
Gary Stein Speech: Growing Core Deposits

ABA Bank Marketing Conference, September 16-17, 2007
Mary Beth Sullivan Speech: Generating Deposits in More Challenging Times

Want Your Firm to Excel in '08? You Need a Plan
American Banker's Community Banking Supplement, September 2007, by Gary Stein.
An innovative and actionable strategic plan with measurable objectives is critical heading into 2008. (More)

Bankers Discuss Efforts to Get More Share
American Banker, July 24, 2007, featuring Mary Beth Sullivan.
True, banks are increasingly emphasizing financial planning to offer prime affluent customers that most valued and lucrative of services: help from a trusted source. (More)

Viewpoint: How Small Banks Can Erase a Deposit Deficit
American Banker, June 8, 2007, by Gary Stein.
The FDIC released deposit data for the first quarter last week, and the news it generally positive. (More)

Banking's Top Performers: One-time Gains Help Move Many Up (Top Community Banks with assets under $3 billion)
ABA Banking Journal, June, 2007, by Vanessa Mambrino.
At first glance, community banks appeared to have escaped the storms of 2006 with less damage than their larger counterparts. (More)

Banking's Top Performers: Another Stellar Year, But Will 2006 Be the End of a Good Run? (Banks with assets over $3 billion)
ABA Banking Journal, May, 2007, by Vanessa Mambrino.
A gauntlet was thrown down last year, and banks and thrifts rose to the challenge.

More articles, whitepapers and speeches can be found in our archive.