The Cook Security Group Strategic Discovery Workshop is a C-level executive meeting to help FI’s define and formulate their digital and video banking strategy as it relates to their customers & members. Then we develop a comprehensive plan to help you define the scope of a large conversion or upgrade video banking deployment, and in most cases, the scope of the initial video banking project or initial ITM / Active Teller deployment.
This guide has been created to help you participate in and conduct the Strategic Discovery Workshop. Every group will have your own style and this guide is only intended to provide suggestions on the flow and possible questions to ask to facilitate the discussion.
The discovery workshop is typically scheduled for a half-day session, either on a conference call or as an in-person meeting. This workshop is for your team to better understand your objectives, goals, and priorities; if there are discussion points outside of the topics listed below that you would like to discuss, please do not hesitate to bring them to our attention during the Business Discovery Workshop.
Reminder: With any of Cook’s solutions, our customers receive their secure remote login to Cook Command Center to manage your solution including placing service calls, view service calls, manage users, create cases, communicate with Cook staff in real-time and much more. Command Center is all remote, secure and helps with social distancing. If you’d like to discuss any of the above solutions or have an idea or suggestion, please use the contact form above.
Thank you for your patience. We are all in this together.