Uncover Your Customer Journey Blind Spots So That You Stop Losing Loans and Deposits in as Little as 30 days
Eliminate Your Customer Journey Blind Spots
60 minutes
Step 1: Assess Your Customer Journeys
Get your Customer Journey Quick Action Plan to boost your loan and deposit growth.
- Schedule your Customer Journey Blind Spot Assessment
- You get your Customer Journey Quick Action Plan
- You take action while we hold you accountable to get quick wins
60 minutes
30 Days
Step 2: Secret Shop Your Website
Quickly learn where you are losing millions in loans or deposits for a key product line in less than 30 days with a website secret shopping study to get your Website Optimization Game Plan.
- You schedule your website secret shopping study and choose the product you want us to secret shop.
- We facilitate your website’s secret shopping study through a mix of quantitative and qualitative assessments.
- You get your Website Optimization Game Plan.
30 Days
60 Days
Step 2: Get Your Digital Growth Strategy
In less than 60 days, identify your most significant customer journey blind spots to align your marketing, sales, and leadership teams around a digital growth strategy that shows you precisely what you need to do next to level up your loans and deposits.
- You complete the Digital Growth Diagnostic to identify your biggest gaps and growth opportunities.
- We facilitate your Team Alignment Workshop.
- You get your Digital Growth Strategy that guides your team forward with increased clarity.
60 Days
“I could go to a lot of conferences, I could be immersed in different educational courses. But the training that James Robert provided me personally in my leadership really empowered me.”

Deborah Lumpkin
Merriville, Indiana
"We had some excellent sessions with JR and Audrey to help align the leadership team for driving digital growth. We've just begun our journey, and the detailed recommendations from the DGI on understanding consumer needs, brand positioning, communicating with consumers, and engaging them through our website and other channels have been incredibly insightful. We are excited to continue our partnership with this outstanding firm!"

Corbin Wilson
Houston, Texas