--- title: "Spinnaker’s Digital Transformation Toolbox: Resources for banks at any stage on the digital transformation spectrum" description: Spinnaker has developed four tools that could help your bank prioritize and effectively manage its digital transformation efforts. image: https://www.spinnakerconsultinggroup.com/hubfs/shutterstock_1312249265-2-1.jpg --- [![Spinnaker Consulting Logo](https://www.spinnakerconsultinggroup.com/hubfs/spinnaker-logo.svg "Spinnaker Consulting Logo")](https://spinnakerconsultinggroup.com) [tel:804.510.0768](tel:804.510.0768) Menu - [Culture](https://www.spinnakerconsultinggroup.com/culture) - [Work](https://www.spinnakerconsultinggroup.com/work) - [Differentiators](https://www.spinnakerconsultinggroup.com/differentiators) - [Insights](https://www.spinnakerconsultinggroup.com/insights) - [Experts](https://www.spinnakerconsultinggroup.com/experts) - [Contact Us](https://www.spinnakerconsultinggroup.com/contact) Change Management, Capability Delivery, Digital Transformation 1 minute read # Spinnaker’s Digital Transformation Toolbox: Resources for banks at any stage on the digital transformation spectrum Apr 1, 2021 Written by: Spinnaker Team - Share Post: - [mailto:?subject=Spinnaker%20Consulting:%20Spinnaker’s%20Digital%20Transformation%20Toolbox:%20Resources%20for%20banks%20at%20any%20stage%20on%20the%20digital%20transformation%20spectrum&body=Here%20are%20some%20insights%20from%20Spinnaker%20Consulting%20I%20think%20you%20should%20check%20out:%20https://www.spinnakerconsultinggroup.com/insights/blog/dt_toolbox](mailto:?subject=Spinnaker%20Consulting:%20Spinnaker’s%20Digital%20Transformation%20Toolbox:%20Resources%20for%20banks%20at%20any%20stage%20on%20the%20digital%20transformation%20spectrum&body=Here%20are%20some%20insights%20from%20Spinnaker%20Consulting%20I%20think%20you%20should%20check%20out:%20https://www.spinnakerconsultinggroup.com/insights/blog/dt_toolbox) - While banks have been attempting to migrate customers to digital channels for [more than a decade](https://thefinancialbrand.com/37287/migrating-banking-customers-to-digital/), the COVID-19 pandemic has been the biggest (and most effective) driver for this consumer behavioral shift. But as banks ready themselves for a post-pandemic future, [a recent Credit Karma/Qualtrics survey](https://www.creditkarma.com/insights/i/shift-to-digital-banking-survey) finds that even among staunch pre-pandemic, in-person bank customers, many plan to continue banking digitally. Digital banking is no longer a nice-to-have customer channel: It’s an industry mainstay that – when applied to in-demand offerings, paired with a smart user experience and supported by well-informed contact center representatives – can translate into a competitive advantage. Whether your team is in the early days of this transformation or in the optimization stages, Spinnaker has developed four helpful resources to guide your efforts in this unending journey: - “[Disruptive Innovation and Digital Transformation: A Win-Win for Banks”](https://www.spinnakerconsultinggroup.com/digital-transformation-whitepaper) provides an audience segmentation framework to help your organization prioritize digitization efforts. - For organizations that need help adding new energy (and budget) to digital banking efforts, then you might want to download “[How to Successfully Reclaim and Navigate Digital Transformation”](https://www.spinnakerconsultinggroup.com/digital-transformation-playbook), which details a step-by-step process to assess, fortify and optimize your channel infrastructure. - In our webinar, “[Maintaining Digital Transformation Momentum in 2021: How to get it right for customers and employees](https://www.spinnakerconsultinggroup.com/digital-transformation-webinar-recording)” – moderated by the American Bankers Association’s Senior Vice President for Retail Banking, Payments & Lending, [Shelly Loftin](https://www.linkedin.com/in/shellyloftin/) – Spinnaker’s in-house digital transformation expert [Rick Jaros](https://www.linkedin.com/in/rickjaros/) and [John Findlay](https://www.linkedin.com/in/john-findlay-a03545/) of [Launchfire](https://www.launchfire.com/), a digital engagement agency, discuss up and downstream implications of transformation. In particular, the panel discusses the role of training in arming front-line team members to help guide the customer migration process. - And if you’re curious how your bank’s efforts stack up against the competition, we encourage you to take our [Digital Transformation Maturity Assessment](https://spinnaker-digitaltransform.typeform.com/to/scEdrVkD). Through a short, 12-question quiz, we’ll rate your organization’s maturity level and give you tools to take the next step, based on where you are in your journey.   These four tools could help your organization prioritize and effectively manage its digital transformation efforts. It’s a long journey with no clear end, but when your organization bite sizes its efforts to align with customer data, it can drive measurable cost savings and meet the growing needs of customers. - Share This Post - [mailto:?subject=Spinnaker%20Consulting:%20Spinnaker’s%20Digital%20Transformation%20Toolbox:%20Resources%20for%20banks%20at%20any%20stage%20on%20the%20digital%20transformation%20spectrum&body=Here%20are%20some%20insights%20from%20Spinnaker%20Consulting%20I%20think%20you%20should%20check%20out:%20https://www.spinnakerconsultinggroup.com/insights/blog/dt_toolbox](mailto:?subject=Spinnaker%20Consulting:%20Spinnaker’s%20Digital%20Transformation%20Toolbox:%20Resources%20for%20banks%20at%20any%20stage%20on%20the%20digital%20transformation%20spectrum&body=Here%20are%20some%20insights%20from%20Spinnaker%20Consulting%20I%20think%20you%20should%20check%20out:%20https://www.spinnakerconsultinggroup.com/insights/blog/dt_toolbox) - ## Related Articles ### [The Time Is Now for Banks to Launch Digital Transformations Oct 28, 2020 The Big Picture For years, financial institutions have been prodding their customers to take care of more of their banking tasks online. After all, digital experiences offer customers with the ease of handling routine tasks such as depositing checks and transferring money between accounts whenever and wherever they want. For banks, creating end-to-end digital channels offered the potential to generate savings, but only if customers went online and consequently retired their branch and telephone usage patterns. Then came the coronavirus pandemic – which created the perfect opportunity for banks to broaden their digital transformation. And customers have never been more ready to bank online. Customer Channels & Operations Management, Business Strategy, Change Management 2 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/win_win) ### [3 Critical Principles for Navigating a Digital Transformation Jun 30, 2020 Before I invite guests to visit, I always clean my house. I tell companies striving for a winning digital transformation, particularly in my industry niche, to do the exact same thing. Data & Analytics 6 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/navigate_a_digital_transformation) ### [Playbook Guides Banks in Executing Tailored Digital Transformations Dec 8, 2020 As we’ve learned from consumers during the COVID-19 pandemic: Banks need to seize this digital moment before they become mere marketplace memories. Customer Channels & Operations Management, Business Strategy, Digital Transform 2 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/digital_transformation_playbook) - Let's **Talk** - [804.510.0768](tel:804.510.0768) - [info@spinnakerconsultinggroup.com](mailto:info@spinnakerconsultinggroup.com) - [mailto:info@spinnakerconsultinggroup.com](mailto:info@spinnakerconsultinggroup.com) - #### Subscribe To Our Blog Like how we think? 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