Your blueprint for a seamless digital banking launch

You made a bold move, one driven by vision, not routine. Choosing a new digital banking platform was a decision to modernize, grow, and lead. Now comes the moment that turns that vision into reality: implementation.

The Digital Banking Onboarding & Launch Guide is built to help you carry that vision forward. It gives your team a clear path through the entire journey, from kickoff to go live. With practical insights and proven steps, this guide helps you avoid the pitfalls, align early, and execute the kind of launch that delivers on everything you set out to achieve.

Why download this guide?

You’ve selected your new digital banking platform partner. Now it’s time to turn that decision into a successful rollout. This guide gives digital leaders and project teams a strategic edge by helping you:

• Understand the full implementation journey, including key phases, milestones, and timeline expectations
• Identify your institution’s implementation complexity profile and shape plans accordingly
• Assemble and align the right internal team and understand what to expect from your vendor’s team
• Apply best practices for testing, UAT, training, and environment setup
• Proactively reduce risk and avoid delays by surfacing common friction points early

What’s inside the guide

Every implementation is different but the questions you ask along the way make all the difference. This guide equips you to ask the right questions at the right time, so nothing gets missed, delays are minimized, and your team stays aligned from kickoff through go-live.

Here’s what you’ll find inside:

• A high-level implementation walkthrough
  See what a typical digital banking launch journey looks like from kickoff through go-live with typical timelines, milestones, and phases to guide your planning.
• Team roles and responsibilities on both sides of the table
  Get clarity on who drives each part of the journey, inside your financial institution and across your vendor’s team, and how to coordinate roles effectively.
• Understanding your implementation complexity
  Learn how key factors like user volume, core systems, and integrations affect your timeline and resource planning.
• Risk mitigation frameworks
  See where most FIs run into trouble and how to avoid common delays, missed dependencies, and late-stage surprises.
• Third-party configuration and integration
  Know what tasks fall on your team and what your vendor should own from API setup to vendor coordination and testing.
• Data conversion strategy and validation checklists
  Gain insight into what can and can’t convert, plus the questions that ensure your data mapping, bill pay setup, and transfer configurations go smoothly.
• Testing, UAT, and environment readiness
  Build a smarter testing plan and get the internal training and QA support needed to launch with confidence.
• Call center, marketing and staff training resources
  Learn how to prepare every frontline team for launch week so your support experience builds trust, not tension.
• Commercial banking readiness
  Ensure your high-value business clients get the functionality, training, and white-glove onboarding they expect.
• Post-go-live support and long-term success planning
  Know what comes next, from stabilization to strategic planning, with dedicated customer success support and client community access.

Who should use this guide?

This guide is designed for the teams responsible for delivering a seamless support experience during launch week and beyond.

It’s especially valuable for:

• Implementation project managers coordinating internal readiness and third-party support
• Training and operations teams equipping frontline staff for login, feature, and troubleshooting inquiries
• Call center and support leaders managing volume, staffing, and escalation workflows
• IT and telecom teams preparing phone systems and IVR flows for digital banking-specific needs

Changing platforms isn’t just a system upgrade to your institution, it’s going to be a strategic reset. A chance to level up your institution’s digital future. Now, with implementation ahead, it’s time to deliver on that decision. Let this guide be your roadmap to a launch that reflects your institution’s vision, values, and long-term goals.