Full Day Demo Readiness Toolkit
Coordinate impactful demos and deep dives for your team using this toolkit that includes a step-by-step guide, technical evaluation scorecard, and stakeholder role clarity.
Digital Banking Evaluation Journey
Technical Refinement
Digging into the details that count
You’ve narrowed it down. Now it’s time to go deep and get real. This is where technical capabilities meet team alignment. You’re no longer evaluating just the product.
You’re evaluating the partnership. In this stage, your team digs into the technical details, validates integrations, and pushes vendors past the pitch. Go deep, but stay focused.
In this stage, you’ll:
- Host deep dive demos with your SMEs
- Engage vendors in onsite sessions or working groups
- Validate data strategies, security, and scalability
- Clarify integration, capabilities, and platform configuration
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How to Evaluate Digital Banking Platform Vendors Based on Your Goals and Needs
Key resources:
Sample Scoping Workbook
Lead focused scoping sessions with this workbook built to track features, workflows, and vendor gaps so your team stays aligned through contracting.