Podcast | 02.27.24
Exceeding Client Expectations
by: BISA Staff and Stathis-Mittel
In the latest episode of the BISA Industry TrendWatch series, produced by BISA in partnership with Stathis-Mittel, we discuss the evolution of client expectations, optimizing the client experience via technology, leveraging client data, varying generational preferences and contributing to financial wellness. Our panelists are the following:
- Erin Candler – Wilmington Advisors @ M&T
- Jane-ellen Porter – Wilmington Advisors @ M&T
- Wes Garner – Randolph Brooks Federal Credit Union
- Terry Powell – Randolph Brooks Federal Credit Union
Our special co-moderator for this episode is Chris Melton from Ameriprise Financial.
We would like to thank Ameriprise Financial for making this podcast series possible.