How to do Discovery with Digital Banking Vendors
Prep for vendor discovery with guided questions and strategies to align demos to your FI’s priorities.
Digital Banking Evaluation Journey
Requirements Gathering
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
Featured
Requirements Gathering: Setting the Foundation for a Successful Digital Banking Partnership
Key resources:
Initial Demo Readiness Toolkit
Coordinate impactful initial demos for your team with this toolkit that provides a step-by-step guide, feedback scorecard, and stakeholder roles for smarter evaluations.
Sample RFP
Kick off your vendor evaluation with a ready-to-edit RFP template built for real-world digital banking needs to engage and compare vendors.
How to Mitigate Risk in Partnerships
Mitigate third & fourth-party risks with best practices to evaluate digital banking partners and navigate due diligence with confidence.