Genesys Discovery Survey

Your Institution

Institution Name*

City, State*

Asset Size*

Core Vendor Background Info

Core Vendor and Software*

For example, Fiserv Premier or Jack Henry Silverlake

Core Rep

Who is your SAM or Account Representative?

Deployment*

In House or Outsource?

Select

EOT

What is the end of term of your core agreement? If you only know the month and date, then please put the 1st of the month as the specific day (for example, 12/1/2022).

Key Systems Provided by Core

Please select all services provided by your core vendor. If you do not know them all, no sweat, simply check what you know.

Select

Third-Party (Outside of Core) Relationships

Key Third-Party Vendors

Please list your key third-party vendors (if applicable) and the system(s) they provide. (For example, Q2/OLB, Mobile or Finastra/LaserPro)

Debit Card Info

Card Brand

Select

Card Networks (Back of Card)

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Project Highlights

Primary Objectives

You can select as many of these as you like or simply put "other" and we can discuss on the phone.

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Define Success

In 18-months, if you were to look back on an engagement with our team, how would you define success? It's a tough question, but if you have a clear picture in your mind, we would like to know.

Parting Comments

Anything else on your mind? Please share.

Team Info

Your Team

Anyone else on your team we should know about? Name and Title would be great if you can spare a few more minutes.

Your Information

Your Name*

Your Email Address*

Your Direct Line*

IT Stuff

Last IT Exam

How did your exam go?

Do not feel like you have to share, just curious.

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IT Audit Firm

Who did you use for your last IT audit?

Send me a copy of my responses

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