The Bank-wide
Signal Report
A written diagnostic that maps where your digital customer acquisition system is leaking revenue across your full retail footprint, not just one product. No meetings. No intake forms. Delivered in 7 business days.
Payment before work begins
What you receive
One document with specific findings. No filler. The Signal Report is a written diagnostic of your bank's digital customer acquisition footprint, not a generic benchmarking deck.
Acquisition Footprint Analysis
A systematic review of your public-facing digital experience (website, digital account opening flows, calls to action, and product presentation) across your core retail banking products.
Conversion Signal Mapping
Identification of the specific signals (missing, broken, or misaligned) that are creating friction between a prospect's intent and a completed application or account opening.
Prioritized Gap Analysis
Gaps ranked by likely revenue impact, not by how easy they are to fix. You'll know which problems to address first and why.
Written Report Delivered via Email
A clean, readable document designed for both your design team and your executive leadership. Formatted for internal circulation without requiring a briefing call.
How it works
No intake calls. No document sharing. No scheduling. The entire engagement runs off your bank's publicly available digital presence.
You pay via Stripe
Secure payment through Stripe. Work begins within one business day of confirmed payment. You receive a confirmation email immediately.
Buy Now →I audit your bank's digital footprint
I work from your public-facing digital presence: website, account opening flows, product pages, CTAs, and digital banking entry points. No internal access required.
You receive the report
Delivered via email within 7 business days. One PDF. Specific findings, prioritized gaps, and context on what each gap is costing you.
Why my read is worth paying for
The findings are the product. I diagnose, I don't implement, so there's nothing for me to upsell and no reason to soften what I find. You get a straight read on where your acquisition system loses customers and what it's costing you.
Who this is for, and who it isn't
This is the right engagement if
- You're a regional bank leader who suspects your digital acquisition experience is costing you customers but you don't have internal design research capacity to diagnose it.
- You need a credible external read before making a budget case for digital investment.
- You want documented findings you can circulate internally, not a verbal debrief.
- You're evaluating whether to invest in a larger engagement and want to see how I think before committing further.
- You want the work done without disrupting your team's time.
This is not the right fit if
- You need a live briefing or Q&A session. See the Executive Briefing ($3,500) for that.
- You want a reimagined prototype of what your experience could become. See the Opportunity Review ($4,500).
- You're looking for a mortgage-specific video walkthrough. See the Mortgage Growth Video Audit ($2,500).
- You need implementation. This engagement is diagnostic only. Implementation is a separate scope.
Want more than the report?
All four engagements are built around the same signal analysis. Each tier adds a layer. Upgrade before your report is delivered.
Mortgage Signal Report
Written diagnostic of your mortgage funnel. 7 business days. No meetings.
Bank-wide Signal Report
The same written diagnostic across your full retail acquisition footprint.
Buy NowMortgage Application Experience Audit
The Mortgage Signal Report plus a narrated walkthrough of the application itself.
Customer Acquisition Executive Briefing
The bank-wide report plus a 45-minute live briefing with your leadership team.
Customer Acquisition Opportunity Review
One product, diagnosed in depth, with a live debrief and a reimagined prototype of that product.
Build a package that fits your bank.
The four diagnostics are sold individually online. If you want to combine them, cover more than one product line, or scope something broader across your bank, tell me what you're weighing and I'll come back with a tailored package. I respond within 2 business days.
Before you commit
Your bank's acquisition
gaps, documented.
One payment. No meetings. No intake. You'll have a written diagnostic of where your digital customer acquisition system is leaking revenue across your full retail footprint, delivered in 7 business days.
$1,500 Fixed fee · Paid via Stripe · Work begins within 1 business day7-Day Delivery Guarantee
If your Bank-wide Signal Report isn't delivered within 7 business days of payment, I refund you in full. Simple as that.