Get more from your core banking environment.
Explore how effectively your core environment supports the bank—and where capability use, operating practices, controls or provider performance deserve closer attention.
Version 2 coming this weekSee what you’ll receiveA clearer view of performance, friction and value.
Your core diagnostic
Review eight areas of core performance using your selected responses.
Category insights
See evidence to check, recommended actions, accountable roles and measures of improvement.
A report to share
Print or save your detailed report for discussion with your management team.
A next-step conversation
Choose an optional free strategy session to discuss the findings.
Eight areas of core performance.
Answer 42 questions about the core and its connected operating environment. Each area addresses a different part of performance and optimization.
Service performance and reliability
Observed transaction performance, availability, capacity and incident recurrence.
Capability utilization and configuration
How effectively existing capabilities and supported configuration meet operating needs.
Workflow efficiency and controlled automation
Avoidable manual effort, exception handling and effective automation controls.
Integration and operational data
Complete, timely exchanges, data quality and report traceability.
Controls, security and recovery
Access, audit evidence, data protection and demonstrated restoration.
Vendor accountability and service
Operating commitments, issue resolution and practical transition preparedness.
Cost and realized value
Total operating costs, customization burdens and verified benefits.
Changeability and platform fit
Testing, release outcomes, supportability and evidence-based diagnosis.
Core performance shapes business performance.
Operating friction can come from unused capabilities, configuration, workflows, integration, skills or a genuine platform limitation. The first step is understanding which conditions are affecting your bank.
Use the findings to investigate improvements in existing capabilities, strengthen surrounding operations or examine a substantiated platform constraint.
Operations and technology leaders
Examine how the core supports daily operations and performance improvement.
Executives planning modernization
Distinguish improvement opportunities from constraints that need deeper investigation.
Leaders reviewing controls and data
Identify areas that merit closer review of controls and data governance.
Management teams seeking clarity
Understand where the core supports the business and where it creates friction.
From observations to improvement priorities.
Complete the scorecard
Select the response that best reflects your operating evidence. Choose Not enough information when an owner needs to validate the position.
Review your results
Review eight-area findings. Complete areas show an index; unresolved responses show coverage and possible ranges where useful. An overall index requires all 42 scored responses.
Discuss the priorities
Share the report with your management team and agree where to focus.
OptimizeCore® Version 2 is being finalized.
We are completing the next release of the Core Performance & Optimization Scorecard. Please check back later this week.
A new Version 2 scorecard is coming this week.
We have paused access while we complete the release. Please return later this week for the updated assessment and results experience.