Map the market: digital banking platform landscape

Understand who’s out there — and who might be right for you.

Before you evaluate digital banking platforms or schedule demos, you need a clear understanding of the digital banking vendor landscape — who the key players are, how they differ, and what direction the market is heading. This resource is your shortcut to that clarity.

Whether you’re just starting your evaluation or want to validate your shortlist, the Digital Banking Vendor Landscape Workbook provides a framework for you to use to build out the vendor ecosystem.

Why mapping the landscape matters

Most financial institutions begin vendor research by asking peers, thinking about platforms they’ve used in a prior life, or waiting for sales reps to show up. The result? Overwhelm, missed options, and a process that feels reactive instead of strategic.

Use this workbook to: 

• Build out a high-level understanding of the digital banking software market in an organized and easy to digest format for your team
• Learn what peer institutions like you have to say about each vendor
• Narrow your focus to vendors to investigate for Discovery conversations

What smart digital buyers do differently

Successful institutions don’t start with demos — they start with perspective. They build their vendor knowledge before they build their shortlist.

This workbook gives you a way to quickly map the vendor space, helping you:

• Gain insight on the high level products & services each vendor offers
• Find existing clients and learn more about their specific success stories on the vendor’s software
• Understand each vendor’s mobile app rating & reviews
• Attend virtual or in-person events hosted by the vendor to learn more about their platform & culture
• Spot upfront patterns from both data and peer insights

This isn’t just research — it’s strategic filtering before your evaluation even begins. This workbook will help you go from “what’s out there?” to “here’s who we should actually talk to.”