Client Survey Form
This secure form is used to gather basic information about CLA client environments. Please complete knowing that only CLA personnel will be able to access your information.
Name of your organization
Name of Person Completing this Form
What significant changes have occurred in the last 12 months?
What significant changes are planned for the next 12 months?
Approximately how many servers (physical and virtual)?
Approximately how many workstations?
Aproximately how many laptops?
Approximately how many firewalls / routers / switches?
What is the name of your core banking system? (vendor and system)
How is your core banking system processed?
If you offer online banking, who is your online banking provider for consumer accounts?
If you offer bill pay, who is your bill pay provider?
If you offer commercial account online banking, who is your online banking provider?
Who is your website hosting provider?
Which ATM networks do you belong? Star, NYCE, Pulse, VISA?
Partners and Providers
What is the name of your external audit firm?
If you use a vendor to implement and manage your systems, what is the name of the vendor?
If a vendor manages your firewall or monitors your network, what is the name of the vendor?
Do you have an IT Steering Committee?
Do you have an IT Security or Compliance Committee?
What is the name and title of the person responsible for Technology?
What is the name and title of the person responsible for Information Security?
What is the name and title of the person responsible for auditing?
What is the name and title of the person responsible for compliance?
What is your laptop encryption solution?
What is your patch management solution for operating system updates?
What is your patch management solution for third-party application updates?
What product are you using for workstation antivirus?
What product are you using for server antivirus?
What product are you using for email antivirus?
What is the specific product are you using for detecting unauthorized IT activity (such as external or internal IDS/IPS, SEIM)? Common answers would be Dell Secureworks IDS, Perimeter IDS, CSI IDS, etc?
Thank you for taking a few minutes to complete our survey!
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