Digital Maturity Quiz

In answering the questions below, please consider your institution’s existing processes and activities, and select the answer that best matches your current situation.

Please consider your current processes for acquiring and onboarding customers.

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* 1. What is the primary way that customers find out about your institution?

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* 2. What is the process for applying for a product or service at your institution?

Please consider your current processes for analyzing and approving potential customer applications.

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* 3. What data do you use to underwrite clients? Select all that apply.

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* 4. Do you use scorecards as a part of your underwriting process? If so, what level of confidence do you have in the process?

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* 5. How automated is your underwriting process?

Please consider your current processes for disbursing loans and receiving repayments.

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* 6. How do you disburse loans, and collect repayments from clients?

Please consider your current processes for collections.

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* 7. How does client data inform your collections process?

Please consider your current processes for interacting with and engaging your customers.

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* 8. How can your customers interact with your institution – to manage their account, ask questions, or make complaints?

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* 9. How do you interact with your customers – to provide support, send reminders, or build engagement?

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50% of survey complete.

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