Evaluation team responsibilities for a digital banking platform conversion

Plan smarter by aligning the right teams with every phase of your digital banking platform evaluation.

Choosing a new digital banking platform is a strategic decision that demands coordination, clarity, and cross-functional alignment from the start. But too often, institutions underestimate how many internal stakeholders will be involved, when to engage them, or what their role should be.

That’s why we created the Evaluation Team Responsibilities Guide, a practical, actionable resource to help financial institution leaders structure their digital banking evaluations with confidence.

This guide maps out the five key phases of a typical digital banking platform evaluation journey: from early research through launch planning, and outlines which roles should be involved at each stage. Whether you’re just starting to explore vendors or moving closer to final selection, this resource will help you bring the right people into the room at the right time.

You’ll get a clear view of the responsibilities across executive leadership, IT, compliance, operations, product and digital teams, marketing, and line-of-business SMEs. More importantly, you’ll understand how to coordinate these roles across a multi-phase process without overwhelming your internal teams or losing momentum.

What’s inside:

• A breakdown of the full evaluation journey and where each team fits in
• Responsibilities and example tasks by role and department
• Tips to manage stakeholder engagement and prevent decision fatigue
• Guidance on balancing leadership involvement with SME deep dives
• Best practices for documenting findings and ensuring alignment across teams

This guide is especially valuable for financial institutions undergoing digital transformation or replacing legacy systems. The digital banking platform you choose will shape your user experience, back-office operations, and innovation capabilities for years to come, so having the right team in place is essential.

Why it matters:
Engaging the right internal experts early ensures that technical, operational, and user requirements are accurately captured and that executive decisions are backed by insight and alignment.

Whether you’re the executive sponsor leading the charge or a project lead tasked with organizing the effort, this guide will help you set a strong foundation for a successful digital banking platform selection.