Decision Tool

Mobile Banking Initiative Checklist

Twenty Key Questions To Ask When Planning Mobile Banking Initiatives

July 14th, 2014
With contributors:
Benjamin Ensor , Stephen Walker , Audrey Blumstein


You’ve been asked to lead your firm’s mobile banking strategic planning. You and your team have developed a strategic vision, evaluated the competitive landscape, and built the business case, but now you have to plan for individual mobile initiatives. Where do you start? What questions should you ask and answer before going forward on each initiative? This checklist provides 20 steps digital leaders at banks should take (and “check off”) for each mobile initiative. The checklist also contains links to other resources and reports available to help your team win in a customer-obsessed mobile banking market.

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