Digital Banking Evaluation Journey

2. Requirements Gathering

This stage is about structured Discovery—leading vendor conversations, filtering early, and staying focused on true alignment, not just features.

Turning insight into action

You’ve done the internal work. Now it’s time to step outside your walls and start talking to vendors. But you’re not here to window-shop. You’re here to lead structured Discovery.

This stage is about owning the process, guiding smart vendor conversations, filtering early, and staying focused on what your institution truly needs. You’re not shopping for features. You’re searching for real alignment.

In this stage, you’ll:

  • Hold structured Discovery Meetings with vendors
  • Facilitate initial demos grounded in your needs assessment
  • Build and send a smart, strategic RFP
  • Begin shaping your shortlist with intention

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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Setting the Foundation for a Successful Digital Banking Partnership

J.D. Power 2025 Mobile App Platform Certification ProgramSM recognition is based on successful completion of an audit and exceeding a customer experience benchmark through a survey of recent servicing interactions. For more information, visit jdpower.com/awards.

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