Business Case: Board Approval Guide

Getting the board “on board” with a conversion.

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

Recommending a new digital banking platform is a major strategic step. To get your board’s support, you need more than features—you need a business case rooted in risk, efficiency, satisfaction, and growth.

This guide helps leaders like CIOs, COOs, and digital transformation leaders guide board conversations with clarity.

You’ll learn how to:

  • Frame outcomes around risk, ROI, compliance, and future readiness
  • Engage stakeholders early to build alignment
  • Quantify the impact on outcomes your board cares about, like adoption, churn, support, and deposits
  • Use peer benchmark data to support your case

You’ll also get a preview of future board touchpoints to prepare for, so you’re always one step ahead.

J.D. Power 2025 Mobile App Platform Certification ProgramSM recognition is based on successful completion of an audit and exceeding a customer experience benchmark through a survey of recent servicing interactions. For more information, visit jdpower.com/awards.

Sign Up for information on Future Hackathon Events

Starter
Compliance

Catch fraud early
and reduce risk

Growth-
Oriented

Expand your commercial
capabilites

Advanced
Payment Security

Advanced protection
with revenue generation
Check Positive Pay Solutions
Payee Positive Pay
Check Positive Pay
Teller Validation
Reverse Positive Pay
ACH Positive Pay Solutions
ACH Positive Pay (debits)
ACH Positive Pay (credits)
ACH Credit Origination Protection
Reporting Solutions
Account Reconciliation
ACH Returns & NOCs
EDI Translation