BANKING
CX Automation Readiness Checklist
Assess your bank’s readiness to deliver real-time, personalized customer experiences — and discover exactly where CX automation can drive retention, loyalty, and revenue growth.
How to use: Click each checkbox for items your organisation already does well. Your score and maturity level update automatically as you tick.
Your Readiness Checklist
1. Customer Data & Event Listening
2. Communication & Channel Capabilities
3. Journey Automation & Logic
4. Feedback & Satisfaction Measurement
5. Measurement & Optimization
Score Interpretation Guide
Add up your checked points above, then find your band below. Your next steps are mapped to each level.
My total score (out of 44)
My maturity level
| Score | Level | What it means | Recommended next step |
|---|---|---|---|
| 0–13 | Early Stage | Manual processes dominate. Reactive communication only. | Start with CXLink Starter — automate 1–2 key journeys immediately. |
| 14–26 | Developing | Some automation in place but gaps remain. | CXLink Pro: add real-time triggers & omni-channel delivery. |
| 27–37 | Advanced | Strong foundation. Ready to scale personalization. | CXLink Enterprise unlocks AI journeys and full API integration. |
| 38–44 | CX Leader | You are ahead of the curve. | Partner with CXLink for custom journey design & consulting. |
Ready to Close Your CX Gaps?
Book a free 30-minute demo with a CXLink Cloud specialist.
We’ll walk you through automating the journeys you identified — starting this week.
Or visit cxlink.net to learn more.