Discovery Questions That Resonate with Infrastructure Heads in BFSI
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Summary:
For Infrastructure Heads in the BFSI sector, success means maintaining uptime, ensuring regulatory compliance, and enabling secure, high-performance systems in environments that demand zero tolerance for failure. Your discovery questions should reveal pain points around infrastructure scalability, compliance, system reliability, and automation while positioning your DevOps tools as the solution to modernize legacy systems, reduce operational risk, and increase speed without sacrificing control.
Here’s a set of 30 tailored discovery questions to guide high-impact conversations.
1. Infrastructure Reliability and Uptime
- What’s the biggest infrastructure risk your team is actively managing right now?
- How do you ensure high availability and business continuity across your systems?
- Have you faced unplanned downtime in the last 6–12 months? What caused it?
- How confident are you in your current failover and disaster recovery processes?
- If you could eliminate one recurring infrastructure issue, what would it be?
2. Modernization and Legacy System Challenges
- Are legacy systems or on-prem dependencies slowing down your modernization goals?
- What’s your roadmap for migrating critical systems to the cloud or hybrid infrastructure?
- How do you manage compatibility between new DevOps tools and legacy environments?
- Are infrastructure upgrades frequently delayed due to complexity or risk?
- Where do you see friction between modern DevOps practices and traditional IT processes?
3. Automation and Operational Efficiency
- What manual tasks are consuming your infrastructure team’s time?
- Are there infrastructure-as-code practices in place or is it still largely manual?
- How do you handle patch management and system updates across environments?
- Where do you see the most opportunity to improve automation in provisioning or deployment?
- If you could fully automate one infrastructure process this quarter, which one would it be?
4. Security, Compliance & Risk Management
- How integrated are your DevOps practices with compliance and audit workflows?
- Are you tracking infrastructure access, changes, and deployment logs in a compliant way?
- How do you manage secrets, credentials, and privileged access across environments?
- Are security teams part of the deployment pipeline or working reactively?
- Which compliance frameworks (e.g., RBI, PCI DSS, ISO) create the most operational complexity?
5. Visibility, Monitoring, and Incident Response
- Do you have unified visibility across all infrastructure layers—on-prem, cloud, hybrid?
- How quickly can your team detect, diagnose, and resolve infrastructure incidents?
- Are monitoring tools centralized or are you using fragmented systems across silos?
- How do you currently manage alert fatigue and prioritization during outages?
- What’s your MTTR (Mean Time to Resolution), and where could it be improved?
6. Scalability, Control, and Strategic Alignment
- How are you planning to scale infrastructure to support growth in users, data, and services?
- What challenges are you facing in balancing agility with control and compliance?
- How well are DevOps and infrastructure teams aligned on strategy and tooling?
- Are budget constraints impacting infrastructure resilience or scalability projects?
- If you could fix one infrastructure bottleneck that’s slowing innovation, what would it be?
How Pepsales AI Helps
Pepsales AI equips your sales teams to ask better questions when selling into highly regulated industries like BFSI. It delivers intelligent, persona-aware, and compliance-sensitive discovery questions in real time tailored to infrastructure decision-makers in complex tech environments.
What it delivers:
- A tailored library of questions specific to role, industry, and technology maturity
- Smart prompts that adjust to infrastructure goals, blockers, and concerns
- Built-in sales coaching to navigate security and compliance objections
- Discovery automation, so your team saves time and earns technical trust
Whether you’re helping modernize hybrid infrastructure, secure critical systems, or streamline compliance, Pepsales AI enables sharper conversations with BFSI infrastructure leaders.
Ready to Start Strategic Discovery Conversations in BFSI?
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