Assessments

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Data Analytics Self Assessment

Data Analytics Self Assessment

Welcome to the next phase in your data transformation journey! Take the data analytics assessment to discover where your credit union is and determine the next steps for progress.

This assessment is spread over five key areas of transformation. This includes:

  1. Outcomes
  2. Strategy and Roadmap
  3. People
  4. Process
  5. Technology

Take Data Analytics Assessment

Digital Marketing Maturity Assessment

Digital marketing is becoming increasingly important as a vehicle for reaching and influencing your current and prospective members. Effective digital marketing implementation requires a good understanding of where your credit union stands today.

This self-assessment will take only a few minutes to complete and will help you discover areas to focus on in meeting your credit union’s goals. We’ll send you a report with your results and our recommendations to help you move forward with your digital marketing plans.

The assessment covers five key components of digital marketing:

  1. Strategy – The degree to which there are defined and measurable goals for digital marketing
  2. Team – How resources are allocated to digital marketing efforts within the marketing team
  3. Process – How digital content is created, distributed and targeted
  4. Technology – How digital marketing technology is deployed and data is used
  5. Outcomes -- What impact digital marketing has on customers and the organization’s brand

Take Digital Marketing Assessment

Digital Transformation Survey

Digital transformation is a top priority and strategic objective for many credit unions. Understanding where they are in their journey, anticipating obstacles and hurdles on that journey, and benchmarking their progress and results achieved is a challenge for many.

We'd like to address those challenges by assessing credit unions' digital transformation maturity. The survey should take no more than 15 minutes to complete and asks about your digital transformation initiatives, results, and plans.

You will, of course, get a copy of the final report when it's published. The findings from the study will give you a valuable perspective to benchmark your own organization's digital transformation progress and results.

Take Digital Transformation Assessment Survey