Commercial Bank Servicing

Commercial Bank Servicing Roundtable

Introduction
About
Benefits
The Experience
Your Cohort
Next Steps
…

Introducing the Commercial Bank Servicing Roundtable

At Auriemma Roundtables, we empowerour members to benefit from their peers’ expertise. The largest financial institutions in North America depend on our platform to learn from one another and develop best practices around customer service, fraud prevention, and risk management, just to name a few areas.
We are introducing a new Roundtable for Commercial Banking, and we are inviting commercial banking executives to join us.
About the Commercial Bank
Servicing Roundtable

The Auriemma Commercial Bank Servicing Roundtable is a forum for executives to exchange best practices and share common pain-points in a neutral and professionally facilitated setting.

At member-only meetings, commercial lending and treasury management leaders discuss challenges, successes, and operational strategies surrounding some of the most pressing issues commercial banks experience.

Some recent discussions have included:
Modernizing home-grown internal processing systems towards centralization and digitizing services.
Optimizing the customer experience and promoting self-service options.
Streamlining client intake and onboarding experiences.
Compliance strategies that minimize risk and adapt to regulator expectations.
How automation should be prioritized across different business functions.

Summary of the Most Recent Meeting
Key Benefits of Membership

Members have year-round access tobusiness intelligence and insights from the membership cohort.
Member-only benefits include:
Executive Meetings (In-Person and virtual)
Detailed Report Containing Meeting Summaries and Key Takeaways
Proprietary Interactive Benchmarking (Currently under development)
Custom Surveys (By request)
Value-Add Activities (Ongoing)

Download Sample Meeting Report
The Roundtable Experience

Our Roundtables transcend conventional meetings: They are year-round sources of exclusive business intelligence.

It all starts with our Roundtable directors. Our seasoned facilitators work with members to set meeting agendas, monitor industry trends, and spearhead benchmarking studies. When the time comes for a Roundtable meeting, they draw upon their extensive industry experience to know what’s top of mind in the industry and what questions to pose.

Here’s what you can expect from a Roundtable meeting:
Your Roundtable Cohort

Roundtable participants tended to be specialists with years of experience. From technology implementations and regulatory changes to staff management and vendor relations, they can speak to the challenges you face every day.

The Auriemma Roundtables network is extensive, with many members returning for years, even as they change employers. Across the many Auriemma Roundtables offerings, we serve 90 percent of the largest financial institutions in North America.

See List of Attending Companies
Download a Sample Meeting Report

Fill out the form below, and you’ll receive a sample summary of our recent Commercial Bank Servicing Roundtable meeting. We’ll be in touch about how you can start collaborating with your commercial lending peers.

Introducing the Commercial Bank Servicing Roundtable

About the Commercial Bank

Servicing Roundtable

Key Benefits of Membership

The Roundtable Experience

Your Roundtable Cohort

Download a Sample Meeting Report

Fill out the form below, and you’ll receive a sample summary of our recent Commercial Bank Servicing Roundtable meeting. We’ll be in touch about how you can start collaborating with your commercial lending peers.