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Conversion Toolkit

A Clearer Path to Your Next Digital Partner

Replacing your digital banking platform is a massive undertaking. We created this journey to help you focus on what actually matters: building a better future for your team and your users. This is an objective guide to smarter evaluations, free from the typical vendor sales pitch.

Wherever you are in the process, these templates will help you cut through the complexity and lead your institution forward with confidence.

Ready to switch? Start here.

step 1

Evaluation & Research

This is your moment to lead change. Whether it’s outdated UX, weak support, or mounting manual work, something has to give. This stage helps you define what’s not working, why it matters, and how to lead your institution toward something better.
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Answering the call for change

step 2

Requirements Gathering

You’ve done the internal work. Now lead with purpose. This stage helps you guide structured vendor conversations, filter early, and focus on what matters. You’re not shopping for features—you’re searching for the right strategic fit.
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Turning insight into action

step 3

3. Technical Refinement

You’ve narrowed it down. Now it’s time to go deep. This stage is where technical validation meets team alignment. You’re not just vetting the product—you’re evaluating the partnership. Push vendors past the pitch, validate integrations, and stay focused on what matters.
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Digging into the details that count

step 4

4. Final Vendor Selection

You’ve built alignment. Now it’s time to choose. This decision goes beyond price. It’s about trust, confidence, and the partner your institution will rely on for years. Choose with purpose. This moment sets the tone for every step that follows.
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From evaluation to commitment

step 5

Implementation & Launch

You didn’t come this far to check a box. You came to lead change. Now, it’s go time. Your partner becomes your implementation team. Your vision becomes a launch plan. Get everyone on the same page and make your go-live a true step forward, not just a finish line.
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Bringing the vision to life

Ready to switch? Start here.

Find out how prepared your FI is for a digital banking conversion. Take Alkami’s quick readiness assessment to see where you stand and unlock free tools to help you progress successfully through your journey.
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