Live Webinars

AFP Learn Webinars

Insights from AFP’s Survey on Bank Relationship Management

Oct 31, 2024
3:00 PM
- 4:00 PM
ET
Pricing: Members: Complimentary | Non-Members: $50
Credits: CTP/CCM: 1.2 | FPAC: N/A | CPE 1.2 | CPE Field of Study: Management Services

AFP’s inaugural Bank Relationship Management Survey covers practitioners’ views on their banking relationships, their priorities when selecting banking partners and their preferences for bank services and features. Bankers offered their perspectives on what corporate clients are seeking from their banks, barriers impeding their growth and challenges when onboarding clients.

Join this discussion as panelists delve into the survey’s key findings and discuss best practices for fostering and sustaining strong, long-term bank relationships in today’s dynamic financial environment

Learning Objectives
• Identify challenges faced by organizations and their banks and understand their preferred methods for working together.
• Learn how both bankers and practitioners view the bank relationship and how their perspectives align.  

 

 

Speakers

  • Tom Hunt, CTP
    Director, Treasury Services
    AFP
  • Sergio Martin, CFA
    Assistant Treasurer
    Iron Mountain
  • Jeff Diorio
    Managing Director
    Treasury Strategies Inc.
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