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Temenos Transact (T24) Core Banking System - Customer

person icon Daniel Pham

4.6

Temenos Transact (T24) Core Banking System - Customer

Temenos Transact (T24) Core Banking System Series

updated on icon Updated on Jun, 2025

language icon Language - English

person icon Daniel Pham

category icon IT and Software ,Other IT and Software,

Lectures -14

Resources -2

Quizzes -5

Duration -36 mins

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Course Description

The most widely adopted solution in the global banking industry is the Temenos Transact (T24) Core Banking System. We will go far beyond the basic terms and concepts of T24 in this course to business knowledge that powers core banking operations, starting with Customer—the centerpiece of any banking system.

You will be taught in this course how the Customer module works in T24. Other key phrases that you will learn about include Customer Profiles, which forms vital information on each client, and Customer Search, by which you will effortlessly get customer information from complex search criteria. Single Customer View will then demonstrate how T24 consolidates data from sources and thus brings about a total and integrated view of customer information.

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.

Goals

  • Customer Overview: A thorough knowledge of the customer module in T24 and how customers are the heart of the banking system
    Customer Profile: Understanding the definition of a bank customer in T24 and identifying the basic information groups, which include personal data, status, .
    Customer Searching: How to efficiently search for customers with T24 using advanced criteria like legal ID, tax codes, mobile numbers, and many 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

Prerequisites

  • Basic understanding of core banking concepts
  • Previous T24 system exposure: While not mandatory, students with some experience or prior courses on T24 (such as "T24 Basic Concepts") will find it easier to follow
  • Interest in banking operations: This course is designed for individuals who are interested in or working within the banking or financial services industry
Temenos Transact (T24) Core Banking System - Customer

Curriculum

Check out the detailed breakdown of what’s inside the course

Introduction

1 Lectures
  • play icon Course Introduction 02:19 02:19

Temenos Transact (T24) Core Banking System - Customer

11 Lectures
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Setting up Your T24 Core Banking Lab Environment (Optional)

1 Lectures
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Special Gift For You

1 Lectures
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Instructor Details

Daniel Pham

Daniel Pham

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