Real-World Examples of How Banks can Generate Meaningful Engagement & Extract Exponential Value


Welcome to Financial Institution Insurance Council Presents! 

In this episode, you’ll hear a panel about Real-world examples of how banks can generate meaningful engagement & extract exponential value from enforce assets moderated by FIIC co-managing directors Bob Mittel and Scott Stathis. 

In this episode, you’ll hear from experts including: 

  • Don Davenport, Wells Fargo
  • Kelly Lytle, Proformex
  • Jessica Male, Wilmington Advisors at M&T

You’ll learn: 

  • How to create value for clients
  • What surprises exist in the insurance book
  • Why team structure is important 
  • The benefits of proactive policy management.

ABOUT

The Financial Institution Insurance Council is a consortium of the American Bankers Association, The North Carolina Bankers Association, and Stathis – Mittel Business Intelligence. The FIIC has assembled a leadership community focused on realizing the financial institution channel’s potential for fulfilling the Protection Needs of the clients it serves. 
 
Each month the FIIC holds best practice peer group virtual forums focused on Ideas, strategies, and initiatives as well as newly emergent topics focused on the various protection needs of clients. 

Join the conversation on LinkedIn – https://www.linkedin.com/groups/9107753/

 

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