Digital System Evaluation

Banks & Credit Unions today face increasing challenges and opportunities in the digital era. Customers expect fast, convenient, and personalized services across multiple channels. Competitors and disruptors are constantly innovating and offering new solutions. Regulations and compliance requirements are becoming more complex and demanding. To succeed in this environment, banks need to evaluate their digital systems and identify areas for improvement and transformation.

CCG Catalyst is a leading consulting firm that specializes in digital system evaluation for banks and credit unions. We have extensive experience and expertise in the banking industry and the latest technologies. CCG Catalyst help banks assess their current digital capabilities, benchmark them against best practices and industry standards, and design and implement solutions that enhance their performance and customer satisfaction.


Our digital system evaluation for banks and credit unions follows a structured and comprehensive approach that covers four key dimensions: strategy, processes, technology, and people. We use a combination of quantitative and qualitative methods, such as surveys, interviews, workshops, data analysis, and RFx, to collect and analyze information from various sources and stakeholders. We then provide a detailed report that includes the following elements:

  • An overview of the bank’s digital vision, goals, and challenges
  • A maturity assessment of the bank’s digital capabilities across the four dimensions, using a five-level scale from basic to advanced
  • A gap analysis that identifies the strengths and weaknesses of the bank’s digital systems and the areas for improvement and transformation
  • A roadmap that outlines the priorities, actions, and timelines for implementing the recommended solutions
  • A business case that estimates the costs, benefits, and risks of the proposed solutions and the expected return on investment


By choosing us for your digital system evaluation, you will benefit from the following advantages:

  • A customized and holistic approach that considers your specific needs, objectives, and context
  • A team of experts with deep knowledge and experience in the banking industry and the digital domain
  • A proven methodology and framework that ensures quality, consistency, and reliability
  • A collaborative and transparent process that involves your participation and feedback throughout the project
  • A practical and actionable report that provides clear and concrete recommendations and guidance

Digital system evaluation is a critical step for a financial institution that want to stay ahead of the curve and deliver superior value to their customers. We are the ideal partner for your digital system evaluation project, as we have the skills, experience, and tools to help you achieve your digital goals. Contact us today to find out how we can help you transform your digital systems and enhance your competitive edge.

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Meet our leader

Paul Schaus

Paul Schaus

Managing Partner

As Founder, President and Chief Executive Officer he leads a successful team of subject matter experts. Throughout his successful career Paul has been a banker, management consultant, strategist, thought leader and strong advocate to the financial services industry.

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If you are interested in learning more about our bank consulting services, or if you have any questions or comments, please feel free to contact us. We look forward to hearing from you and working with you.