BFSI Survey Form - CIO News

26 July, 2024

02.30 PM Onwards

BFSI and Fintech Survey

BFSI (Banking, Financial Services, and Insurance) and Fintech market in India is expected to witness significant growth in the coming years. The market is expected to be driven by factors such as increasing internet penetration, rising mobile usage, government initiatives such as Digital India and Jan–Dhan Yojana, and a growing middle–class population with higher disposable income.

Whether you're in Banking, Financial Services, or Insurance, take a moment to contribute to our survey tailored to your specific field on Digital Transformation, Cybersecurity, or Customer Experience, and help us drive positive change in the BFSI sector.

Your feedback will play a crucial role in enhancing the quality and effectiveness of BFSI services. Together, let's innovate and elevate the standards of the industry.

Start the survey now!

Click here to fill the Financial Services Survey

Name

Designation

1. Deepening customer relationships

How are you enhancing the customer relationships?

What initiatives are you taking for educating and empowering customers?

Others (please specify)

2. Customer engagement

How are you delivering value to the customers?

Personalized customer experiences

What trends are you observing by using conversational AI / ChatGPT

3. Client offerings

How are you offering new product and services through digital channels

Creating trust and transparency for using customer information

What steps are you taking to integrate AI, ML and innovation into your Customer experience journeys?

What collaboration tools are currently being used by your team for managing the customer life cycle?

Do you have an enterprise CRM solution in place?

How are you managing your customer on-boarding journey?

What touchpoints do you provide to your customers?

How do you enable the customer to choose the product and services

Name

Designation

Company Name

1. Is there a clearly deﬁned plan for digital transformation which has been defined and communicated throughout the organisation?

If yes, what were the primary drivers for your digital transformation efforts? (Select all that apply)

How would you rate the progress of your digital transformation efforts on a scale from 1

Which emerging technologies have you adopted or plan to adopt as part of your digital transformation efforts?

Others (Free text response)

Which areas/ functions have been covered under your digital transformation programme? (Select all that apply)

Others (Free text response)

Who is responsible for execution of your digital transformation initiatives?

Others (Free text response)

What is the involvement of partners/ consultants for execution of your digital transformation initiatives?

How do you measure the success of your digital transformation initiatives? (Rank in order of importance)

Others (Free text response)

Please outline your top 3 success stories (Free text response)

How involved are your employees in your digital transformation journey

Do your employees have the relevant skills needed to carry out the digital transformation

Are your training programs aligned to your digital transformation objectives

If yes, please provide details (free text response)

Challenges

What are the biggest challenges you have encountered in your digital transformation journey? (Select all that apply)

Others (Free text response)

How do you address these challenges? (Free text response)

Name

Company Name

Designation

Consumers are now naturally apprehensive of how institutions handle their personal data collected by institutions to provide hyper personalized solutions. Why do you think consumers are apprehensive?

What are the top cyber security threats in 2024 for Financial service?

How frequently does your banking company conduct vulnerability assessments and penetration testing to identify potential cybersecurity risks?

How does the bank handle security patches and updates for its digital banking platforms?

Which compliance ask do you find most significant for your organisation?

Click here to fill the Insurance Survey

Click here to fill the Banking Survey

Grant Thornton Bharat and CIO News are jointly conducting a survey to delve deeper into the dynamics of digital transformation and customer experience strategies within organisations. We seek your input to understand industry insights and best practices regarding this. This survey should not take more than 10 minutes to fill out. The Information you provide will be used only in accordance with our Privacy Policy.

Please visit https://www.grantthornton.in/en/privacy-policy/ to read our privacy policy. We request you to complete the survey before 20th June 2024.

Should you have any questions or require further information, please do not hesitate to contact [email protected]
We appreciate your participation in the survey.

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26 July, 2024

02.30 PM Onwards

BFSI and Fintech Survey

Start the survey now!

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