Best tier
2
auto-provisioned by default
Better tier
2
sales + marketing engaged
Good / prospect
10
one-off or not signed
Avg depth score
45%
auto-prov avg 22%
Prospect3 partners
No agreement or dormant — nothing repeatable yet.
Good7 partners
Signed and referring, but every bank is a one-off sale.
Better2 partners
Their sales and marketing engines carry us to their base.
Best2 partners
Auto-provisioned with every new bank they sign.
Partnership scorecard
Levels: 0 none · 1 ad hoc · 2 in motion · 3 standard practice. Depth is a weighted score that leans hardest on auto-provisioning with every new bank.
What we’re doing to move them up
- Countersign the pilot addendumVSoft · targets Partnership in place · owner LegalProspectdue 2026-09-20
- Book enablement session with Northeast sales podCOCC · targets Their sales team upsells · owner EnablementGooddue 2026-09-25
- Complete the integration questionnaireModern Banking Systems · targets Partnership in place · owner IntegrationsProspectdue 2026-09-28
- Add BankersDashboard to the NuPoint standard order formCSI · targets Auto-provisioned on new banks · owner ChannelBestdue 2026-09-30
- Finalize rev share and signatureNavanta · targets Partnership in place · owner ChannelProspectdue 2026-09-30
- Quarterly customer newsletter placementDCI — Data Center Inc. · targets They market to their base · owner MarketingGooddue 2026-10-01
- One-page referral guide for BankRite repsBMA Banking Systems · targets Their sales team upsells · owner EnablementGooddue 2026-10-02
- Train the 14 Phoenix account execs on the upsell motionFinastra · targets Their sales team upsells · owner EnablementBetterdue 2026-10-05
- Joint value deck for the Midwest card-program baseSHAZAM · targets They market to their base · owner MarketingGooddue 2026-10-08
- Move de novo bundle to include-by-default pricingNymbus · targets Auto-provisioned on new banks · owner ChannelBestdue 2026-10-10
- Name pilot institutions for the Wings rolloutVSoft · targets Their sales team upsells · owner OnboardingProspectdue 2026-10-12
- Co-branded webinar for the Q4 community-bank cohortCSI · targets They market to their base · owner MarketingBestdue 2026-10-15
- Schedule first enablement call with Essentia teamModern Banking Systems · targets Enablement & cadence · owner EnablementProspectdue 2026-10-18
- Pilot auto-provisioning on the next 6 SIBanking signingsSmiley Technologies · targets Auto-provisioned on new banks · owner OnboardingBetterdue 2026-10-20
- Kickoff plan for managed-services launchNavanta · targets Enablement & cadence · owner OnboardingProspectdue 2026-10-25
- Lift auto-provision from opt-in to opt-out on i2CoreIBT Apps · targets Auto-provisioned on new banks · owner ChannelGooddue 2026-10-28
- Confirm whether Insite will carry us on their price listAutomated Systems Inc. · targets Auto-provisioned on new banks · owner ChannelGooddue 2026-10-30
- Get Phoenix new-bank checklist to list us as a default add-onFinastra · targets Auto-provisioned on new banks · owner ChannelBetterdue 2026-11-01
- Bundle into the thrift & ILC package as standardFPS GOLD / DHI Computing · targets Auto-provisioned on new banks · owner ChannelGooddue 2026-11-10
- Add us to the iCore360 de novo starter packageDCI — Data Center Inc. · targets Auto-provisioned on new banks · owner ChannelGooddue 2026-11-15
- Identify exec sponsor for a default-inclusion decisionSHAZAM · targets Auto-provisioned on new banks · owner ChannelGooddue 2026-11-20
- Agree a default-on trial for new COCC banksCOCC · targets Auto-provisioned on new banks · owner ChannelGooddue 2026-12-01