Rally your team. Validate your choice. Start your future.

You’ve done the hard work.

You’ve rallied stakeholders, led through discovery, guided your teams through demos and deep dives. Now, it’s time to bring it all home by aligning around a final decision, secure executive support, and prepare your financial institution to move forward with confidence.

Welcome to the Final Vendor Selection stage.

This is the last strategic checkpoint in your digital banking evaluation journey — and it’s one that deserves just as much structure and intention as every step before it.

We’ve built a toolkit to help you lead this final chapter:

• Executive Approval Guide
• Reference Call Agenda
• Final Vendor Selection Survey

What matters most in final vendor selection

By now, you’ve seen digital banking platforms in action. You’ve collected feedback from numerous demos. You’ve had the tough conversations, weighed tradeoffs, and asked the hard questions both from vendors and with your stakeholder teams.

But final decisions don’t make themselves.

They need structure. They need shared alignment and they need buy-in from the leaders who own the budget, the risk, and the future of the organization’s digital strategy.

This stage is about moving beyond “we like it” to “we’re ready to stand behind it.”

You’re not just choosing a new digital banking software vendor — you’re choosing a long-term partner. The tools in this toolkit help you ensure that your final decision is supported across the organization and rooted in clear, compelling reasoning.

What’s inside the toolkit

Executive Approval Guide

A focused guide to help you prepare for the final internal pitch.

Use this to craft a confident, aligned recommendation that speaks to what your executive team cares about most — strategic fit, financial value, risk mitigation, and future readiness. This resource helps you:

• Summarize your process and key decision points
• Present side-by-side comparisons of vendor capabilities
• Highlight platform alignment with institutional goals
• Sample agenda for the executive team call
• Sample agenda for the final vendor selection meeting

Download the Executive Approval Guide

Reference Call Agenda

Ask better questions. Get real answers.

Reference calls aren’t just a formality, they’re a final opportunity to validate what you’ve heard and spot any late-stage red flags. This agenda helps your team focus the conversation and avoid surface-level chit-chat. It includes:

• Questions that go beyond “do you like them?”
• Prompts to explore implementation experience and support response
• Helps build confidence through candid insight

Download the Reference Call Agenda

Final Vendor Selection Survey

Turn feedback into decisions, not indecision.

This simple, structured survey helps your stakeholder group weigh in one final time, capturing sentiment and confidence levels across key areas like usability, performance, support, and overall fit. Use it to:

• Validate team alignment before executive review
• Highlight where further discussion is needed
• Document buy-in or identify lingering questions

Download the Final Vendor Selection Survey Guide

You’ve narrowed the field. Now it’s time to make it real.

It’s tempting to fast-track the finish line. After all, you’ve been through rounds of discovery and debate. Hours of demos, scoping, & scoring. Everyone’s tired. The deadline is looming. But this last step, when done right, can be the difference between buyer’s confidence and buyer’s remorse.

This is the moment when your team needs space to reconcile perspectives, your executives need rationale they can stand behind, and you need to be sure that nothing critical has been missed or misunderstood.

The Final Vendor Selection Toolkit gives you the scaffolding to do just that — with structure, intention, and the follow-through your decision deserves.

You’ve come this far. Let’s make it count.