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* 1. Name of Institution

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* 2. Name and title

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* 4. Brief description of your role in the institution

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* 5. How would you classify your institution

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* 6. Please provide your institution’s basic profile

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* 7. Which customer segments do you primarily serve?

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* 8. Does your institution have a digital strategy?

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* 9. Which digital levers have you implemented? (Select all that apply)

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* 10. Please briefly describe the sequence in which these digital initiatives were implemented and why.

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* 11. Which of the following elements to support digitization are currently in place in your institution?

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* 12. Which of the following elements are currently in place in your institution to leverage data for operational or strategic insights?

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* 13. Which external factors most influence your digitization efforts?

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* 14. Which KPIs related to digitization do you currently track?

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* 15. How many years of comparable KPI data do you have before/after digital initiatives?

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* 16. Would your institution be willing to share high-level, anonymized data with CGAP (under appropriate data protection agreements)?

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* 17. Has digitization helped you reach new or underserved customer segments?

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* 18. Has digitization enabled new or improved product offerings (e.g., seasonal loans, asset finance, emergency credit)?

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* 19. Have you observed any improvements in customer experience due to digitization?

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* 20. Optional: Can you designate a senior focal point to coordinate with CGAP throughout the process?

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* 21. Optional: Are you planning new digitization investments in the next 12–24 months?

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