Technology Investment and ROI Topic Stream

Guidance on evaluating technology investment ROI in U.S. banking, including application rationalization, baseline KPIs, and measurable trade-offs for core modernization decisions.

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Information Briefs

Baseline KPIs for Banking Transformation in 2026
February 18, 2026

Executive scorecards and baseline metrics that quantify progress from legacy operations to AI-enabled, customer-centric ecosystems

A 2026 Banking Modernization Business Case Template for Cost Versus Value Decisions
February 13, 2026

A 2026 Banking Modernization Business Case. Explains modernization options, sequencing implications, and safeguards for regulated banking programs.

Baseline for Transformation Tracking in Banking: Making Change Measurable, Governable, and Comparable
February 9, 2026

Baseline for Transformation Tracking in Banking. Defines capability gaps, readiness signals, and concrete actions that turn strategy into executable change.

Transformation Value Realization Framework for Cost vs Value Decisions
February 5, 2026

Transformation Value Realization Framework. Shows how governance design and decision rights accelerate execution while preserving accountability and control.

Change Portfolio Baseline for Banking Transformation (2026)
February 5, 2026

Portfolio and initiative baselining that makes transformation spend traceable, outcomes comparable, and trade-offs governable

Change Portfolio Baseline in Banking: Governance-Grade Rebaselining for Investment, Risk, and Climate Targets
February 4, 2026

Change Portfolio Baseline in Banking. Clarifies control priorities, resilience requirements, and practical risk-reduction actions for banking leaders.

The Board Pack That Makes Technology Prioritization Decidable
February 4, 2026

The Board Pack That Makes Technology. Clarifies control priorities, resilience requirements, and practical risk-reduction actions for banking leaders.

Baseline Metrics for Digital Channels in Banking (2026)
February 4, 2026

Executive scorecards that baseline digital-channel performance, prove ROI, and track progress with operational and risk discipline

Weighted Scoring for Strategic Initiatives: Criteria, Weights, and Examples
February 3, 2026

Weighted Scoring for Strategic Initiatives. Clarifies control priorities, resilience requirements, and practical risk-reduction actions for banking leaders.

A Practical Executive Language for Run and Change Trade-offs in Banking
February 1, 2026

A Practical Executive Language for Run. Explains modernization options, sequencing implications, and safeguards for regulated banking programs.

Cost-to-Value Optimization for Branch and Digital Operating Models
January 30, 2026

Cost-to-Value Optimization for Branch. Provides practical guidance to prioritize investments, manage execution risk, and improve transformation outcomes.

Turning Technology Prioritization Into an Investable Strategy Narrative
January 28, 2026

Turning Technology Prioritization Into an. Clarifies control priorities, resilience requirements, and practical risk-reduction actions for banking leaders.

Application Portfolio Rationalization as a Feasibility Test for Core Banking Modernization
January 26, 2026

Application Portfolio Rationalization as a. Explains modernization options, sequencing implications, and safeguards for regulated banking programs.

Risk-Adjusted ROI for Technology Investments in Banking
January 23, 2026

Risk-Adjusted ROI for Technology Investments. Clarifies control priorities, resilience requirements, and practical risk-reduction actions for banking leaders.

Board Metrics for Technology Investment Decisions in Banking
January 23, 2026

Board Metrics for Technology Investment. Clarifies control priorities, resilience requirements, and practical risk-reduction actions for banking leaders.

A Transformation Value Realization Framework for Banking Investment Portfolios
January 19, 2026

A Transformation Value Realization Framework. Clarifies control priorities, resilience requirements, and practical risk-reduction actions for banking leaders.

Building a Platform Consolidation Business Case for Banks
January 16, 2026

Building a Platform Consolidation Business. Clarifies control priorities, resilience requirements, and practical risk-reduction actions for banking leaders.

Transforming Board Reporting in Banking to Align Leaders on Priorities
January 15, 2026

Transforming Board Reporting in Banking. Clarifies control priorities, resilience requirements, and practical risk-reduction actions for banking leaders.

Board Pack Templates for Technology Transformation in Banking
January 15, 2026

Board Pack Templates for Technology. Clarifies control priorities, resilience requirements, and practical risk-reduction actions for banking leaders.

Core Banking Modernization Business Case for Platform Investment Prioritization
January 13, 2026

Core Banking Modernization Business Case. Clarifies control priorities, resilience requirements, and practical risk-reduction actions for banking leaders.