Alkami Unveils Pioneering Digital Banking Conversion Toolkit for Leaders

Alkami Introduces Its Digital Banking Conversion Toolkit

Alkami Technology, Inc., a noteworthy provider of digital sales and services for U.S. financial institutions, recently announced the launch of its comprehensive Digital Banking Conversion Toolkit. This market-first resource is tailor-made to assist leaders at banks and credit unions through every step of their digital banking conversion processes. The toolkit acts as a critical support structure, complete with actionable templates, resources, and best practices, to ensure financial institutions transition smoothly and effectively.

Switching digital banking platforms is a monumental decision for any financial entity, touching upon strategic planning, leadership dynamics, and infrastructure transformations. The creation of this toolkit was informed by an extensive market study conducted in collaboration with Emerald Research Group. This initiative synthesizes insights from executives who have successfully transitioned their platforms or contemplated making a switch, thereby compiling a wealth of foundational practices and strategies.

Chief Executive Officer Alex Shootman emphasized, "This toolkit is designed for all financial institutions, irrespective of their size or resource availability. It provides a strong foundation based on proven strategies and industry insights to help banks and credit unions manage their digital transformations with assurance and transparency."

Remarkably, almost 87% of decision-makers within the digital banking sector reported a positive experience after completing their conversions in recent years. However, the learnings derived from this journey are invaluable, particularly for leaders of regional and community financial institutions making critical choices in their careers. The toolkit delineates the top five stages of the conversion process, including Evaluation (Research), Requirements Gathering, Technical Refinement, Final Vendor Selection, and Implementation Launch, ensuring an organized and systematic approach.

Alongside the launch of the Digital Banking Conversion Toolkit, findings from the accompanying research have also led to the development of a short Digital Banking Conversion Readiness Assessment. This tool allows institutions to evaluate their current operational status objectively and identify necessary steps for an advantageous conversion experience. Upon assessment completion, the system provides tailored resources that serve as guides along the transition journey.

Interestingly, although 63% of leaders in financial institutions expressed satisfaction with their existing platform providers, many are still open to considering alternatives. This shift often arises from a desire to upgrade digital banking offerings and enhance technology for their customers. With half of digital banking users indicating a willingness to change institutions for a superior user experience, the need for an optimal user interface becomes critical for retention.

The Digital Banking Conversion Toolkit hub is accessible to every financial institution and is not restricted to Alkami's clientele. The materials and insights are designed to benefit all institutions curious about or embarking on digital transformation.

To access the toolkit, visit Alkami's Toolkit. Additionally, interested parties can complete the Digital Banking Conversion Readiness Assessment here. You can also explore more about Alkami's Digital Sales & Service Platform through this link.

Alkami has proudly achieved recognition from J.D. Power in 2024 and 2025 for providing an outstanding mobile banking platform experience, reinforcing its commitment to enhancing digital banking for financial institutions across the United States.

About Alkami

Alkami stands as a pioneer in offering digital sales and services to American banks and credit unions. Its unified platform integrates onboarding, digital banking, and data marketing solutions, each capable of operating independently or collaboratively to optimize client relationships. In a time where the shift towards anticipatory banking is vital, Alkami supports data-informed decision-makers with technology that addresses the needs of modern banking.