Empowering the Next Era of Banking Through Digital Sales and Service

Alkami’s annual Budgeting & Strategies Playbook is designed to help you and your financial institution put the state of our industry into focus and seize the opportunities before you. The 2026 Playbook features Anticipatory Banking and the technology needed to deliver it—a unified Digital Sales & Service Platform.

The next era of banking, with its shift from personalization to anticipation, is full of possibilities: Younger generations are stepping into their financial prime, banking technology is advancing at record speed, and account holders are seeking deeper advisory relationships from their financial institutions.

Through three key pillars of the account holder journey—onboard, engage, and grow—financial services providers now have an unprecedented opportunity to lead and better the lives of the individuals who make up their account holder community.

What You’ll Find Inside of The Playbook

• Fresh insights on the changing workforce, generational preferences, regulations, and the evolving definition of primacy.
• A clear vision of how to unify technology, strategy, and mission—making scaling personalized, predictive and proactive guidance with data-driven, insight-led experiences possible.
• This year’s four plays for success to onboard faster, engage more intelligently, grow deeper relationships, and protect what matters most.
• Practical budgeting frameworks, showing how to connect every technology investment with measurable outcomes.
• A way to assess your digital maturity and confidently operationalize anticipation across your institution.

Who Is The Playbook For?

The Playbook is designed for decision-makers at regional and community financial institutions, including:

• CEOs, CFOs, and any leader shaping 2026 budgets
• Digital strategy and operations leaders
• Product, marketing, and risk teams driving growth and compliance
• Relationship bankers seeking tools and strategies to enhance their data-informed guidance

The 2026 Budgeting & Strategies Playbook provides a clear, actionable path forward for you and your leadership team.

Additional 2026 Budgeting & Strategies Playbook Resources

Learn more about Anticipatory Banking

Assess your institution’s digital maturity