Complimentary confidential assessment

How Well Is Your Digital Banking Experience Serving Your Customers—and Your Institution?

This confidential 10-minute assessment helps identify strengths, friction points, and areas worth exploring before defining requirements or evaluating digital banking platforms.

Approximately 8–10 minutes · Immediate personalized report · No obligation

What you’ll learn

A Clearer Starting Point for Better Decisions

The scorecard converts individual observations into a structured view of where your institution is strong, where experiences are uneven, and where deeper discovery should begin.

01

Overall Readiness

See an at-a-glance measure of digital-banking experience and organizational alignment.

02

Priority Gaps

Identify the categories where friction, inconsistency, or capability gaps deserve attention.

03

Strengths to Preserve

Recognize what already works well so progress does not sacrifice proven value.

04

Practical Next Steps

Receive score-based observations and recommendations for the next stage of discovery.

Ten dimensions

A Broader View of Consumer and Business Digital Banking

The assessment reflects the interconnected decisions that shape digital banking for customers, employees, operations, technology teams, and the institution’s strategy.

01
Consumer Digital ExperienceEveryday usability, self-service, consistency, and engagement.
02
Small-Business BankingCapabilities that serve owners whose needs exceed consumer banking.
03
Commercial & TreasuryPayments, entitlements, administration, reporting, and treasury workflows.
04
Security, Authentication & FraudProtection that balances risk controls with customer experience.
05
Integration & Operational EfficiencyData flows, employee effort, handoffs, APIs, and downstream systems.
06
Cost, Value & Strategic FitEconomic value, flexibility, and alignment with institutional priorities.
07
Implementation & Change ReadinessGovernance, resources, execution discipline, and adoption planning.
08
Vendor Partnership & RoadmapService, responsiveness, innovation, transparency, and future direction.
09
Data, Insights & Relationship GrowthActionable intelligence, personalization, and growth enablement.
10
Adoption, Accessibility & Organizational ReadinessInclusive access, stakeholder alignment, training, and sustained usage.

A differentiated perspective

Market Intelligence Meets Institution-Specific Priorities

Digital-banking decisions should reflect both what is changing in the market and what stakeholders experience inside the institution.

  • Surface misalignment before it becomes a requirements problem.
  • Give consumer and business banking equal attention.
  • Create a shared language for leadership, operations, and technology.
  • Focus detailed discovery on the areas with the greatest potential value.

CB Radar shows what the market is doing.

Our banking-technology intelligence provides context on platforms, vendors, migrations, and market direction.

The scorecard shows where your stakeholders feel the friction.

Your results reveal internal priorities, gaps, and perspectives that market research alone cannot provide.

What happens next

Useful on Its Own. More Powerful as a Starting Point.

Step 1

Complete the Assessment

Rate forty focused statements across ten dimensions of digital-banking experience and readiness.

Step 2

Receive Your Report

Review your maturity tier, category scores, observations, and tailored recommendations immediately.

Step 3

Choose Your Next Move

Use the report internally or invite Core System Partners to help translate the findings into priorities and requirements.

Built for banks and credit unions

Consumer, Business, and Institutional Needs—Considered Together

Many digital assessments stop at retail functionality. This scorecard also examines small-business, commercial, and treasury needs, along with the security, integration, operational, and organizational factors that determine whether a platform delivers lasting value.

Important context: This scorecard is a directional diagnostic, not a substitute for formal requirements definition. A complete selection effort should include stakeholder interviews, workshops, workflow analysis, detailed requirements, vendor validation, and implementation planning.

Complimentary and confidential

See What Your Digital-Banking Environment Is Telling You

Complete the scorecard, receive your personalized report, and start a more focused conversation about the capabilities, experiences, and requirements that matter most.

Take the Scorecard

Begin your confidential assessment

Digital Banking Experience & Readiness Scorecard

Answer forty focused questions and receive your personalized results immediately. The assessment is embedded securely below so you can complete it without leaving Core System Partners.