Activity Capture Vendor Evaluation Checklist for FinServ

Why Financial Services teams use checklists like this

Because activity capture impacts CRM adoption, audit readiness, and reporting integrity.

And because teams avoid rework when security, custom workflows and edge cases are tested early.

What’s inside the checklist

An end-to-end evaluation framework.

Fast fit disqualifiers, capability benchmarks, admin/governance controls, implementation readiness, plus a demo scorecard.

How this checklist helps

Quickly validate fit and workflow scenarios, surface retention and reporting gaps early, and keep Ops, IT, and Compliance aligned throughout the evaluation.