The financial services industry is undergoing a time of rapid and dynamic change. Since you built your client portal solution, your own needs, customer expectations, and technology itself have all shifted. And even if you’re still in the early stages of defining your strategy, you may want to validate your requirements.

We designed this “health check” as a 4-part questionnaire that will help you evaluate the current state of your client portal. You will be able to identify areas for improvement in some of the most common digitalization use cases and unleash your portal’s full potential in orchestrating cutting-edge digital experiences for your customers and your teams.