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Infographic
Jul 11, 2022

Checklist to Evaluate Tech Provider Reliability, Security, and Support

Vendor and reference calls reveal more than capabilities – they provide insight into how working together will feel.

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Five Communication Transparency Signals to Look for When Evaluating a Technology Provider

  1. Responsiveness and Support
    • Prompt Replies: Do you get timely answers to inquiries during selection?
    • 24/7 Access: Will you be able to call someone anytime you need help?
    • Proven Reliability: Do they deliver high uptime and minimize disruptions?
    • Reduce Complexity: Do they streamline agreements and contracts?
  2. Communication and Transparency
    • Open Exchange: Are they known for clear, transparent communication and continuous improvement?
    • Accessible Knowledge: Do they provide proactive notifications and self-service tools?
    • Uniting Peers: Do they enable communication with reference financial institutions?
    • Client Connections: Do they create opportunities for learning, growth, and networking?
  3. Collaboration and Flexibility
    • Tailored Solutions: Do they enable customization through modernization, integration, and third-party connections?
    • Act on Feedback: Do they actively seek input and follow up with personal calls?
    • Guidance That Matters: Do they share industry insights to help solve critical challenges?
  4. Strategy and Innovation
    • Company Culture: Do they consistently deliver exceptional client support and results with integrity?
    • Open Access: Can you connect with people at every level, including senior leaders?
    • Future-Focus: Do they post six-month roadmaps that show how they will modernize solutions?
    • Accelerate Growth: Are they leveraging the public cloud, AI and ML, and open APIs to help you scale and stay ahead?
  5. Reliability and Trustworthiness
    • Goal Alignment: Are they aligned with your business objectives and committed to helping you achieve them?
    • Client-First Focus: Can they verify they maintain a high satisfaction rating with clients?
    • On-Time Delivery: Do they reliably deliver on what they commit to – including the service levels you agree on?
    • Security and Compliance: Do they understand your regulatory needs and prioritize robust security and ethical practices?

Ready to elevate growth through strong technology provider relationships?

Uncover how a strong tech provider relationship can accelerate your growth or visit the Relationships Matter web page.

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