Evaluation Team Responsibilities Guide

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

Choosing a digital banking platform demands alignment, but it can be easy to underestimate who to involve, when, and how.

This guide maps the five key phases of a typical evaluation and outlines the roles needed at each stage—from executive leadership and IT to marketing and line-of-business experts.

Inside, you’ll find:

  • A breakdown of each phase and who’s involved
  • Tasks by role and department
  • Tips to manage engagement and avoid fatigue
  • Guidance on balancing expert depth with executive input
  • Best practices for documentation and alignment

Whether you’re replacing a legacy system or leading a digital transformation, this guide helps you bring the right people in at the right time—with structure that builds clarity, speed, and consensus.

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.

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