Conversion Toolkit

Your digital banking evaluation journey

This journey isn’t about replacing tech. It’s about building something better—for your account holders, your team, and your future. This toolkit was built to guide smarter digital banking evaluations, not to sell you on a vendor, not even us.

Wherever you are—just starting or deep in an RFP—you’ll find tools and templates to help you move with confidence and position your goals at the center of every decision.

Why “good enough” is no longer enough in digital banking

40% of FIs feel indifferent about their digital platform, despite digital banking being the key to primacy. This fireside chat explores how to confidently move on from that which no longer serves you.

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.

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 Whether it’s outdated UX, weak support, or mounting manual work, something has to give.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

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

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

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

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

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