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Customer Experience Summit:
August 5 & 6 in Indianapolis

Join FIs from across the customer experience space for a one-of-a-kind event

About

The Auriemma Customer Experience Summit is unlike any other event in the industry. Each year, it brings together senior CX leaders for a peer-driven gathering that spans the full customer service ecosystem.

The Summit touches nearly every operational component of customer service in financial services, covering call handling and contact strategy, complaint intake and resolution, workforce management and capacity planning, and the process and experience improvements that directly impact cost, risk, and customer satisfaction. The room is full of customer experience, servicing, and workforce leaders from auto lenders, consumer banks, credit card issuers, and wealth management firms enabling conversations that don’t happen anywhere else.

What sets the Summit apart is the depth of interaction. The invite-only, small-group format fosters candid, experience-driven discussions shaped directly by the priorities of the executives defining CX strategy in 2026.

Select Knowledge Partners elevate these conversations by contributing original research, emerging trends, and practical perspective. By engaging directly with decision-makers, they help frame the challenges ahead while gaining rare insight into how CX strategies are evolving across the industry.

Key Topics

  • Collaboration Between WFM and Ops Teams
  • Operational Efficiency & Agent Productivity
  • AI Use Cases
  • AI Governance & CX Implications

90%

Top 10 Card Issuers (by receivables) in Our Membership

70%

Top 10 Banks (by AUM)

80%

Top 10 Auto Lenders (Outstandings)

  • I am a Customer Experience Professional

    Roundtable membership is for customer experience leaders in the auto finance, banking, credit card, complaint management, wealth management, and workforce management spaces.

    Learn More
  • I am a Solutions Provider

    Knowledge Partners are solutions providers that bring specialized research, technology, and expertise to help CX programs solve emerging challenges.

    Learn More

Interested in attending the Customer Experience Summit? Contact us!

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