Temenos Transact (T24) Core Banking System - Customer
Ha Le
36:29
Description
Temenos Transact (T24) Core Banking System Series
What You'll Learn?
- Customer Overview: A comprehensive understanding of the customer module in T24 and the central role customers play in the banking system
- Customer Profile: Insights into what defines a bank customer in T24 and the essential information groups, such as personal details, legal status, ...
- Customer Searching: How to efficiently search for customers within T24 using advanced criteria like legal ID, tax codes, mobile numbers, and more
- Single Customer View (SCV): The concept of consolidating all customer-related data into a single interface
- Customer Relationships: Techniques for managing customer relationships within the T24 system, including linking customers to various accounts, services,...
- Advanced Customer Information: KYC (Know Your Customer), AML (Anti-Money Laundering), and FATCA
Who is this for?
What You Need to Know?
More details
DescriptionThe Temenos Transact (T24) Core Banking System is one of the most widely adopted solutions in the global banking industry. In this course, we move beyond the basic terms and concepts of T24, diving into the business knowledge that powers core banking operations, starting with Customer—the centerpiece of any banking system.
In this course, you’ll gain a comprehensive understanding of how the Customer module works within T24. We’ll cover essential aspects, including Customer Profiles, which provide key details about each client, and Customer Search, which allows you to retrieve customer data efficiently using advanced search criteria. The Single Customer View feature will help you understand how T24 consolidates customer information from various sources, providing a complete, unified view of customer data.
We’ll also explore Customer Relationships, which highlights how relationships between different customer entities are structured and maintained within the system. You’ll delve into advanced customer information management, including important details for compliance such as KYC, AML, and FATCA requirements.
This course is ideal for banking professionals, IT staff, and anyone seeking to enhance their knowledge of core banking systems. By the end, you’ll be equipped to handle customer-centric operations effectively in T24, enhancing both customer satisfaction and operational efficiency.
Who this course is for:
- Banking professionals
- Core banking specialists
- Business analysts
- New users of Temenos T24 Core Banking System
- Banking consultants
The Temenos Transact (T24) Core Banking System is one of the most widely adopted solutions in the global banking industry. In this course, we move beyond the basic terms and concepts of T24, diving into the business knowledge that powers core banking operations, starting with Customer—the centerpiece of any banking system.
In this course, you’ll gain a comprehensive understanding of how the Customer module works within T24. We’ll cover essential aspects, including Customer Profiles, which provide key details about each client, and Customer Search, which allows you to retrieve customer data efficiently using advanced search criteria. The Single Customer View feature will help you understand how T24 consolidates customer information from various sources, providing a complete, unified view of customer data.
We’ll also explore Customer Relationships, which highlights how relationships between different customer entities are structured and maintained within the system. You’ll delve into advanced customer information management, including important details for compliance such as KYC, AML, and FATCA requirements.
This course is ideal for banking professionals, IT staff, and anyone seeking to enhance their knowledge of core banking systems. By the end, you’ll be equipped to handle customer-centric operations effectively in T24, enhancing both customer satisfaction and operational efficiency.
Who this course is for:
- Banking professionals
- Core banking specialists
- Business analysts
- New users of Temenos T24 Core Banking System
- Banking consultants
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Ha Le
Instructor's Courses
Udemy
View courses Udemy- language english
- Training sessions 7
- duration 36:29
- Release Date 2025/02/25
