Digital Banking Evaluation Journey

1. Evaluation & Research

This stage is all about getting clear—not just that change is needed, but why it matters, and how to lead it.

Answering the call for change

This stage is your foundation. Miss this, and everything downstream gets harder. Get this right, and the rest of the journey gets real traction.

In this stage, you’ll:

  1. Build a strategic needs assessment
  2. Gather stakeholder input and pain points
  3. Create a board-ready business case
  4. Research vendors and prepare your evaluation plan

Key resources:

Explore practical downloads, step-by-step checklists, and expert insights designed to help you work smarter and achieve more.
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Starter
Compliance

Catch fraud early
and reduce risk

Growth-
Oriented

Expand your commercial
capabilites

Advanced
Payment Security

Advanced protection
with revenue generation
Check Positive Pay Solutions
Payee Positive Pay
Check Positive Pay
Teller Validation
Reverse Positive Pay
ACH Positive Pay Solutions
ACH Positive Pay (debits)
ACH Positive Pay (credits)
ACH Credit Origination Protection
Reporting Solutions
Account Reconciliation
ACH Returns & NOCs
EDI Translation