Dive deep. Ask hard questions. Compare what counts.

You’ve gathered the requirements. You’ve aligned your team. You know what a new digital banking platform needs to deliver — now it’s time to validate how it really performs.

Welcome to the Full Day Demo. It’s where talk turns into traction. This is the moment where the fullness of the real product’s technical capabilities shows up. It’s your chance to experience the platform, explore how it supports your critical workflows, and pressure test what your financial institution cares about most.

What is the Full Day Demo?

The Full Day Demo is a structured, guided walkthrough of the platform from front to back — tailored to your institution’s priorities. It’s not a high-level overview or another product pitch. It’s a day-long, detailed, and intentionally rigorous showcase of what the digital banking vendor’s platform can do that is aligned to your actual use cases, and designed to uncover where the experience supports your goals…and where it doesn’t.

It’s not just a show. It’s a simulation designed to help you:

• Confirm that the digital banking platform meets real operational needs across departments
• Understand how the platform adapts to future growth and evolving user expectations
• Analyze how the platform supports visibility into performance and campaign tracking

Why Demo Day matters

By this point, you’ve had in-depth conversations. You’ve outlined your needs and received early confirmation of product fit. But watching the platform come to life with your scenarios, your people, and your critical paths? That’s where decisions become conviction.

This is where design, usability, and practicality meet. It’s where gaps are revealed not just in features — but in how features work in the real world. It’s where you see what’s seamless and what’s clunky. When you ask “how does this handle exceptions?” and actually get to see it. This is not the time to bring all of your stakeholders to the table, that will come soon with the Deep Dive demos. Keep your Full Day Demo sessions centered with your strategic stakeholder team leaders.

The Full Day Demo gives you:

• A detailed view of the actual user experience
• A chance to evaluate cross-functional needs (IT, Operations, CX, Compliance)
• Real-world answers to edge-case questions
• Confidence that your team is aligned before the final decision

So what are “Deep Dive Demos” then?

A Deep Dive Demo is designed as a strategic opportunity for your subject matter experts to shine.

While the Full Day sessions remain focused and intentionally limited to team leaders, the Deep Dives are a dedicated space for expanded team exploration. This is intentionally limited to avoid dilution from too many perspectives. Deep Dives are the playground where SMEs are encouraged to chase every rabbit hole, ask the hard questions, and bring their depth of expertise to the table. It’s a deliberate structure: keeping the Full Day high-level and directional, while reserving the Deep Dives as the critical engine for detailed insights and innovation driven by your SMEs.

What gets covered in the Full Day Demo?

Demo day is built around showing you what your day could be like utilizing this digital banking platform as well as the users experience. Every section is mapped to how your institution will actually use the platform. This includes:

• End-to-end retail and business journeys
• Integration points and third-party data flows
• Admin tools, permissioning, and security settings
• Navigation, search, and operational workflows
• Reporting and analytics views
• Support and issue resolution tools

Each of these sections is demoed to give you a first hand look at the real-world context so your team sees not just what’s possible, but what’s practical.

Grab the How To Guide to get step by step instructions for preparing the Full Day Demo agenda and equipping your team with best practices. Share the Stakeholder Guide to prepare your team to understand their role during a demo with quick tips on what to do before, during, and after a demo, plus a few simple do’s and don’ts to keep the conversation focused.

Download the How To | Full Day & Deep Dive Demos

Download the Stakeholder Guide: Digital Banking Platform Demos

What demo scoring looks like

Scoring isn’t a passive recap. It’s a structured, shared evaluation.

Each stakeholder team lead brings their own lens — whether it’s IT, operations, compliance, digital, or product — and completes their own version of the Full Day Demo Scorecard. This isn’t about reaching consensus in the moment. It’s about capturing how the platform performs for each team, based on what they need it to do.

The vendor delivers a guided, scenario-based demo that showcases how their platform supports your institution’s real-world needs. Once the demo wraps, each team lead takes time to independently complete their scorecard — evaluating key functional areas based on what they saw, how well the platform aligned with their priorities, and where questions or concerns remain.

This process gives you an honest, team-based view of the platform’s capabilities. It surfaces divergent needs, highlights potential tradeoffs, and creates a clear record of where alignment is strong and where more follow-up may be needed.

At the end of the day, you’ll have:

• Individual scorecards completed by stakeholder team leads
• Insights into platform strengths, risks, and gaps
• A shared framework for comparing vendor performance
• A more confident, well-rounded foundation for decision-making and contracting

Download the Full Day Demo Scorecard

Ready to score with confidence?

You’ve completed the demo — now it’s time to capture what you saw, what stood out, and where questions remain. The Full Day Demo Scorecard helps each stakeholder team leader independently evaluate the platform against your institution’s most critical needs. Paired with the How To & Stakeholder Guides, this toolkit walks you through how to assess functionality, document feedback, and translate real-time observations into clear, actionable scores. Whether you’re comparing multiple vendors or validating a finalist, these tools help your team move forward with structure, clarity, and confidence.