Digital Progression Assessment Form

What is the most significant challenge your institution faces with its current digital ecosystem?(Required)

Outdated or slow experiences: Our applications are not meeting modern speed and functionality expectations.

Too many manual processes: Our operations rely heavily on manual tasks, impacting efficiency and accuracy.

Lack of personalized communication: We struggle to tailor communications to individual customers’ needs effectively.

Slow decision-making processes: Our decisioning process is prolonged and needs optimization.

Difficulty pulling comprehensive reports: Our current systems make it challenging to generate and analyze cross-departmental reports.

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Q1 – CE

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Q1 – PA

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Q1 – SW

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Q1 – ID

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Q1 – DC

Which of the following is your institution most interested in improving?(Required)

Enhance the digital application process

Streamlining processes and reducing manual tasks

Enhancing customer/member engagement and growth

Increasing the speed and automation of decision-making

Leveraging data more effectively for strategic insights

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Q2 – CE

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Q2 – PA

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Q2 – SW

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Q2 – ID

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Q2 – DC

Which areas of your digital strategy or technology solutions do you feel require further exploration or clarification?(Required)

Exploring ways to enhance the digital customer journey and experience.

Understanding opportunities and best practices for automating manual tasks.

Learning about strategies for increasing customer engagement and growth.

Identifying improvements in decisioning processes and fraud risk management.

Gaining insights into effective data management and utilization strategies.

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Q3 – CE

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Q3 – PA

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Q3 – SW

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Q3 – ID

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Q3 – DC

What tools or channels do you need most to help with engaging consumers?(Required)

Capturing and converting more leads with a more streamlined consumer experience and prequalification tools.

Improving approval-to-fund times, so consumers are not waiting for answers and abandoning applications.

Deepening consumer relationships by delivering personalized messaging and product offers to the consumers’ preferred channels.

Incorporating more advanced decisioning strategies to deliver answers quicker.

Interpreting and applying data to better understand consumers and their behaviors.

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Q4 – CE

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Q4 – PA

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What current channels and tools are you using to engage with consumers?(Required)

Traditional/Manual: We primarily use email, phone calls, and in-person interactions without significant automation or digital tools.

Combination of Manual and Automated/Digital: We use a mix of traditional methods and automated tools like email campaigns and chatbots to engage with consumers.

Data-Driven and Automated: We leverage data analytics and automated tools to personalize consumer interactions and offer tailored solutions.

How does your institution currently manage the deposit account opening process?(Required)

Fully Digital: Consumers can complete the entire process online, including identity verification and document submission.

Partially Digital: The process begins online but requires some in-person steps or documentation submission.

In-Person/Manual: Applications must be completed in person with physical forms and manual steps.

What tools or technology does your institution most need to enhance the lending process?(Required)

Boost conversion rates with streamlined digital experiences to engage consumers more effectively.

Accelerate processing with faster loan approvals and funding times to streamline operations.

Increase retention through targeted communications and advice to keep consumers coming back.

Enhance application-to-fund rates by identifying high-potential consumers and delivering personalized offers that maximize engagement.

Create a more complete view of your institution through advanced data analytics to drive more strategic decisions.

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Q5 – CE

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Q5 – PA

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Q5 – SW

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Q5 – ID

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Q5 – DC

Please enter your contact information to retrieve your personalized results.

Name(Required)

First Last

Company(Required)

Email(Required)

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