Data connectivity
How much of the customer’s financial picture the experience can draw on.
SMB Readiness Scorecard
How ready is your SMB experience for what customers expect?
AI has raised the bar on how people expect to consume information, and SMB owners are bringing that expectation to their business banking. Eight questions, three minutes, and a clear read on where your SMB experience sits today and what would move it forward.
Your band: Connected
You are bringing the business into view.
0/32
Readiness score
Your scores by dimension
Where to focus:
See what Pulse could show your SMB customers
How the scorecard works
Four dimensions, two questions each
Each answer scores 0, 2 or 4, so every dimension runs 0–8 and the total runs 0–32.
Insight delivery
How far the experience goes beyond presenting figures.
Customer engagement
How SMBs are using it today.
Intelligence return
What the institution gets back from that engagement.