// FREE ASSESSMENT

DIGITALIZATION QUESTIONNAIRE
NON-BANKING FINANCIAL INSTITUTIONS

Evaluate your organization's digitalization level in 28 questions.
Receive a free personalized PDF report with 3 priority recommendations.

~10 minutes
GDPR protected data
Instant report
Progress: 0/28 0%

PILLAR 1 – Strategy & Digital Governance

Evaluate how digitalization is assumed and led at strategic level.

1. Is there a digitalization strategy assumed by management?

2. Is digitalization correlated with the institution's objectives?

3. Is there a clear responsible person for digitalization / IT?

4. Are IT decisions based on analysis?

5. Is there a dedicated budget for digitalization?

PILLAR 2 – Operational Processes

Evaluate the degree of standardization and digitalization of internal processes.

6. Are key processes documented?

7. The volume of paper documents is:

8. Are approval workflows clear and traceable?

9. Is the processing time of a file predictable?

10. Do processes depend on key people?

PILLAR 3 – Data & Reporting

Evaluate how data is managed and used in decisions.

11. Is data centralized in a single system?

12. Are reports generated automatically?

13. Is data used in current decisions?

14. Are there clear performance indicators?

PILLAR 4 – Technology & Infrastructure

Evaluate the level of updates and integration of IT systems.

15. Is the main IT system up to date?

16. Is there integration between systems?

17. Are cloud solutions used where relevant?

18. Is there automatic data backup?

19. Is user access controlled?

PILLAR 5 – Customer Relations

Evaluate the degree of digitalization of customer interactions.

20. Can customers access information online?

21. Is communication with customers digitalized?

22. Are there functional online forms?

23. Is customer feedback collected?

24. Is response time to customers monitored?

PILLAR 6 – Security & Compliance

Evaluate the security and compliance measures implemented.

25. Is GDPR documented and applied?

26. Are there written IT policies?

27. Are employees trained periodically?

28. Are IT incidents logged and analyzed?

Get your free report

Fill in the details below to receive by email the personalized PDF report with your score and 3 priority recommendations.