Digital Progression Assessment Form

How much of your institution’s consumer lending (e.g., applying for a personal loan, credit card, auto loan) process can be completed online?(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.

Can your consumers open an account online without having to visit a branch?(Required)

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

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

Not Yet, In-Person/Manual: Applications must be completed in person with physical forms and manual steps.

Which of the following is the highest priority for your institution?(Required)

Improving Accountholder Experiences

Increasing Operational Efficiency

Growing Deposits and/or Loans

Reducing Risk

Leveraging Data More Strategically

Adding Digital Products/Features

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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

What is the most significant challenge your institution faces with its consumer-facing technology and operations?(Required)

Our services are slow or outdated: We need faster, more engaging experiences for our consumers.

Too much reliance on manual work: Our processes need automation to improve efficiency and accuracy.

Struggling to expand existing customer/member relationships: We need to improve our cross-sell efforts with personalized campaigns to build meaningful connections.

Slow decision-making: Our approval and decisioning processes take too long and need streamlining.

Challenges with reporting: It’s hard for us to pull complete, accurate reports across departments.

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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 area presents the greatest potential for enhancing your current operations?(Required)

Discovering ways to make it easier for consumers to do business with us at each touch point.

Automating manual tasks that free up staff time so they can focus on consumers.

Capitalizing on opportunities to increase consumer loyalty and build stickier relationships.

Refining our decisioning and risk management strategies to deliver better outcomes.

Leveraging tools and strategies to extract insights from our data.

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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

Select the item that would most significantly enhance your consumer engagement today:(Required)

Simplified and more modern application process that removes unnecessary roadblocks for consumers.

Improving our processing speed so consumers don’t go with the competition.

Delivering tailored messaging and offers through consumers’ preferred channels.

Implementing or increasing our automated decisioning to provide faster and more accurate responses.

Interpreting and applying our data to better understand our accountholders and their behaviors.

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Q4 – CE

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Q4 – PA

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Q4 – SW

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Q4 – ID

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Q4 – DC

Select the item that would have the greatest impact on your lending operation today:(Required)

Enhancing engagement and boosting conversion rates with a best-in-class consumer experience.

Reducing manual tasks and making it easier for our employees to focus on more complicated applications.

Increasing repeat business with targeted, personalized communications that foster loyalty.

Achieving higher application-to-fund rates and improved risk sensitivity through quicker, more accurate decisioning.

Gaining a comprehensive view of our institution’s performance to drive more informed and 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)

Business/Work Email(Required)

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CE Counter

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PA Counter

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SW Counter

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ID Counter

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DC Counter

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Counter Logic

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UTM Medium

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UTM Source

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UTM Campaign

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UTM Content

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UTM Term