Getting the board “on board”: making the case for a new digital banking platform

Your guide to making the case for digital banking transformation with confidence

Recommending a new digital banking platform is both a crucial technology decision as well as a strategic leap forward. To get your board of directors on board, you need more than a list of features. You need a compelling business case rooted in outcomes: risk reduction, operational efficiency, user satisfaction, and long-term growth.

This guide is built for leaders like you. Whether you’re a CIO, COO, or digital transformation lead, it gives you a roadmap for leading board-level conversations with clarity and confidence. You’ll learn how to shift the focus from platform specs to measurable impact, and how to anticipate the tough questions your board will ask.

Inside the guide:

• Frame the conversation: Learn how to align your messaging to what boards care most about: risk mitigation, ROI, compliance, and future readiness.
• Build a unified case: Tips for engaging internal stakeholders early, ensuring shared ownership across departments, and signaling this as an institution-wide priority.
• Quantify the value: Use data to spotlight where your current solution falls short and the impact a modern platform can deliver: higher adoption, reduced churn, fewer support calls, and increased deposits.
• Support your strategy with proof: Reference peer benchmarks and industry research to strengthen your pitch. For example, over 60% of FIs’ tech budgets go toward just keeping the lights on. This investment signals a shift toward innovation and scalability.

You’ll also get a preview of future board touch points to prepare for: vendor comparisons, ROI models, and implementation timelines, so you’re always one step ahead.