IT vendor selection

– the guide for financial services

To stay competitive, financial institutions must strengthen their IT capabilities. With 92% of G2000 companies relying on IT outsourcing (ISG), selecting the right vendor is critical.

That’s why this guide offers key insights, best practices, and essential questions to help you evaluate IT vendors.

Download the ebook

Alicja Owczarz-Kozubska Account Manager

Choosing the right IT partner is no longer just a technical decision — it’s a strategic one. We created this guide to simplify the selection process, helping financial institutions find partners who can truly support their long-term goals.

What’s in the guide?

Augmented or outsourced IT teams?

Understand the pros and cons of each approach – team augmentation and full outsourcing – to help you decide which model aligns best with your business needs. On top of that, learn what questions your team should answer before choosing an IT partnership model.
16 key questions to ask an IT vendor

Asking the right questions early on can prevent costly mistakes. You’ll get a structured checklist to help you build your initial vendor shortlist, understand their technical capabilities and evaluate long-term partnership potential.
Legal considerations

What documents do you need to sign up when partnering with IT vendors? This section breaks down the essential agreements and their key elements. You’ll also get a draft of a sample Non-Disclosure Agreement.
10 key questions your potential IT vendor could ask

IT vendors will likely ask many questions during your initial discussions. We’ve selected 10 questions they might ask, helping you prepare responses and ensure a smoother, more productive collaboration from the start.