Customer at financial institution during COVID pandemic

How Do You Score in Safeguarding Customers and Promoting Digital Banking?

Take the 1-Minute COVID Quiz to Find Out


During this pandemic, financial institutions (FIs) are making impressive efforts to safeguard retail customers and promote digital banking. Ten industry best practices are listed in the following table.

The goal of this article is to check those boxes that your FI is achieving. Then find out your FI’s score.*

10 Financial Institutions Industry Best Practices

[spbtbl_sc id=3]


* Number of boxes checked = score

  • 9 or 10   = Excellent
  • 7 or 8     = Very good
  • 5 or 6     = Good
  • 1, 2 or 3 = Fair