Guides

Practical tools to help banks make smarter decisions.

Our guides are written for senior executives, transformation leaders, and operational decision–makers who need clarity before committing resources. Each guide is designed to move beyond theory and give you frameworks, checklists, and strategies that work in the real world.

Whether you’re exploring core banking upgrades, process optimization, or transformation planning, these guides support the critical thinking that happens between “we should” and “we’re ready.”

Available Guides

The Core Banking Starter Guide

How to know if it’s time to replace your core—and how to prepare. Replacing your core system is one of the most high-stakes decisions your bank will ever make. This guide helps you:

  • Identify early signs of system misalignment
  • Avoid costly readiness mistakes

  • Avoid costly readiness mistakesClarify internal capabilities and gaps

More guides are in development, including:

  • Process Optimization Playbook
  • Technology Governance Maturity Guide
  • Digital Channel Readiness Checklist
  • Transformation Partner Evaluation Toolkit

Have a suggestion for a guide topic? Let us know at

[email protected]