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Ponce Bank HubSpot Implementation & Website Questionnaire

This questionnaire will help us gather input from teams across the bank to guide the Ponce Bank Digital Platform and Website Implementation project.

The information you share will be used to prepare workshop discussions and identify opportunities to improve communication, reporting, and customer experience.

Please complete your responses by November 14, 2025.

Respondent Information

Full Name

Department

Job Title / Role

How does your team currently interact with customers or prospects?

(e.g., phone, email, website, in-person, events, marketing campaigns)

What big projects or priorities could be supported by improved communications, automation, or the new website?

What are your team’s main goals over the next 12–18 months?