Profiting from a 360 Degree Insurance Customer View
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With the complicated product lineup that many companies have today, you need to sell more to your client base.
CASE technology (a form of BPM) can help you up-sell and cross-sell to your client base. In this exclusive 15 minute webinar Samuel Stuckal, Senior Executive Advisor, Insurance,CEB TowerGroup and Gerry Gibney, Senior Strategist, Financial Services, at OpenText will go through how a firm that uses it today.
By attending this webinar you will learn:
- How CASE is about the data and a case can last for 50 years
- Views not only of clients but also their relationships
- How to add or delete processes based on judgment and experience
Gerry Gibney is the Senior Strategist, Financial Services, at OpenText, where he provides ongoing insight into Enterprise Information Management for the financial services sector. Gerry brings a wealth of knowledge from over 25 years of industry experience within financial services, working with global brands such as Chase Manhattan and the Finserv Investment Services Group, and providing guidance to numerous accounts including Merrill Lynch, Bank of America, JP Morgan, AXA, Prudential, Credit Suisse and Citibank among others. Within IT, he has spent several years in leadership roles focusing on helping organizations integrate new products within their existing portfolios.
Sam Stuckal is a Senior Executive Advisor for CEB TowerGroup Insurance, providing strategic guidance to insurers on their use of technology. He focuses on Life and Annuity insurance, but his work experience and interests run across all lines of business. Mr. Stuckal has almost 25 years of insurance industry experience in IT leadership, financial management, operations, procurement, and sourcing. He joined CEB from The Hartford where he managed transformational technology projects including enterprise-wide cloud deployments, line of business sourcing partnerships and virtualization infrastructure projects.