SWBC

SWBC provides a wide array of services and products designed to meet the diverse needs of individuals and businesses. Their insurance offerings include event, life, pet, property, and vehicle insurance. They also provide wealth management services such as college planning, estate planning, investment portfolio review, portfolio management services, and retirement planning. For home financing, SWBC offers various mortgage services. Their commercial property tax services cover both commercial and industrial complex properties.

SWBC supports businesses with employee benefits, executive benefits, voluntary employee benefits, and wellness programs. Their commercial insurance products encompass commercial auto insurance, commercial flood/excess flood insurance, commercial umbrella liability insurance, cyber liability insurance, general liability insurance, professional liability insurance, and workers’ compensation. They also offer real estate investor insurance and commercial real estate development services.

Additionally, SWBC provides PEO services, including employee benefits, payroll services, outsourced HR services, and workers’ compensation. Their capital markets services include fixed income trading and municipal underwriting. They offer corporate retirement plans and succession planning services, including executive benefits. SWBC’s swbcU provides training and employee development with a variety of courses.

In the auto lending sector, SWBC offers insurance tracking and collateral protection insurance programs. Their mortgage lending services include lender-placed insurance programs, REO asset protection programs, and flood products. They also provide outsourced collections and auto asset recovery services, as well as payment protection programs like debt cancellation and credit insurance. SWBC’s total contact center solutions and payment solutions cater to various business needs.

SWBC’s investment solutions include benefits funding and pre-funding, executive benefits compensation strategies, fixed income trading, institutional portfolio management, institutional practice, and retail investment services. They promote innovation and growth through Finalytics.ai. Their commercial real estate investments and institutional practice services further expand their offerings. SWBC also provides major mechanical protection (MMP) for vehicles and a proprietary web-based platform called LOS Express UNITY® for streamlining lending and cross-selling processes. Lastly, swbcU offers a variety of training courses, covering topics such as business skills, HR and regulatory compliance, information technology, workplace safety, customer service, health and wellness, leadership and management, sales, technical training, and credit union-specific courses.