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Charles Klimpel

At Auriemma Roundtables, we help financial institutions access critical business intelligence. The largest banks in North America rely on our platform to share insights and develop best practices in customer service, collections, and deposit risk management. Now, we’re offering those same insights to small, community, and midsize banks and credit unions.

Stay Ahead of Emerging Challenges

As customer expectations evolve and economic pressures shift, financial institutions must refine their approach to servicing accounts, managing delinquencies, and mitigating deposit risks. Smaller banks and credit unions often face unique challenges, from maintaining customer satisfaction to navigating complex risk scenarios. Auriemma Roundtables provides access to real-world data from leading institutions, including:

  • Customer Service Performance: Use data to optimize response times, enhance customer experience, and benchmark against industry leaders.
  • Collections Effectiveness: Track industry recovery rates and monitor collections trends
  • Risk Management: Address challenges related to check inclearing, new account fraud, and unauthorized ACH transactions.

 

Data-Driven Decision Making

Our benchmarking studies timely operational insights, helping institutions adapt to shifting customer behaviors and regulatory requirements. With monthly and quarterly data refreshes, our members stay ahead of the curve and make informed, strategic decisions.

Interactive Dashboards for Smarter Decision-Making

Our interactive dashboards provide unparalleled visibility into critical performance metrics across key functional areas. With easy-to-navigate visualizations, you can benchmark performance against industry leaders and identify trends, gaps, and areas for improvement. At Auriemma Roundtables, we understand that data is only as valuable as the results it produces. That’s why we specialize in delivering expertly curated industry data that gives users insights into market conditions not found in headlines or trade articles: Our business intelligence comes directly from your industry and your peers.

The Value of Industry Data

Whether you’re a consultancy, technology provider, or another service-oriented business, our insights can help you:

  • Identify emerging industry trends across a broad dataset, allowing for more proactive product innovation.
  • Help your clients understand how they stack up against industry peers..
  • Establish your company as a thought leader by using data-backed insights to inform your strategy.

 

Interactive Dashboards for Smarter Decision-Making

Our interactive dashboards provide unparalleled visibility into critical performance metrics across key functional areas. With easy-to-navigate visualizations, you can benchmark performance against industry leaders and identify trends, gaps, and areas for improvement.

Download a sample list of metrics.

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