Last week concluded our autumn set of roundtables, where we had representation from 23 financial services firms.

As always, the roundtables consisted of ample networking opportunities and engaging discussions. Some highlights from the meetings were:

• Our Fraud Control Roundtable did deep dives into application and social engineering fraud trends and mitigation techniques.
• Stephanie Fitzgerald opened up the Customer Service and Complaints Roundtable meeting with a presentation on wellness in the workplace, which was a catalyst for an in-depth discussion on how the industry is currently supporting its employees.
• The Collections and Recoveries Roundtable shared best practices for becoming more digital in both communication strategies as well as in the income and expenditure process.

Our next set of meetings will be in March 2024. If you’d like to get involved, please reach out to us via roundtables@auriemma.group.