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A BAI Research Study

Throw out the rule book and start over with a clean slate. The economy has slowed, regulations have increased and the way customers choose and interact with financial institutions changes quickly. Banks must go to the drawing board and genuinely re-engage with their customers. This paper reports on a comprehensive BAI study, providing an in depth overview of how to understand and engage with five valuable client segments. It includes customers' opinions on financial institutions, their level of satisfaction with their primary bank and details what financial institutions need to know about these key customer segments in order to engage with them effectively.

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