Training Program
1. Introduction
At Vertex Spectrum, we empower financial institutions to unlock their full potential by aligning people, processes, and technology. Our deep expertise in Temenos T24 enables us to deliver integrated solutions across Human Resource Management (HRM), Training & Development, and Software Solutions.
In today’s evolving financial landscape, a robust core banking system like Temenos T24 is critical. However, its success hinges on skilled staff and streamlined operations. As your strategic partner, we ensure you maximize T24’s capabilities while maintaining compliance and driving digital transformation.
Our Core Pillars of Service
- HRM: Tailored solutions to build high-performing T24 teams.
- Training & Development: Customized programs to master T24 modules and workflows.
- Software Solutions: Advanced tools to enhance T24 efficiency and decision-making.
By integrating these pillars, we deliver measurable results and long-term success.
2. Client Needs Assessment
Based on initial consultations, we identified the following challenges:
| Need / Challenge | Description |
|---|---|
| Optimizing T24 Module Utilization | Low proficiency in underused modules (e.g., Loans, Payments) leads to manual workarounds. |
| Streamlining T24 Workflows | Fragmented processes (e.g., daily reconciliations) cause delays and errors. |
| Enhancing Internal T24 Support | IT teams lack skills for first-line T24 troubleshooting. |
| Improving Data Integrity & Reporting | Inconsistent data quality hampers compliance and decision-making. |
Our program directly addresses these gaps to elevate your T24 performance.
3. Training Program Overview
Objectives
Our program uniquely combines technical proficiency with business process mastery, ensuring your team operates Temenos T24 effectively and aligns it with strategic financial objectives.
Technical Training
- Introduction to T24 TAFC/TAFJ programming using Design Studio
- Base commands, navigation, and creation of enquiries
- Version setup, OFS (Open Financial Services), and execution of COB (End-of-Day Processing)
Advanced Technical Training
- In-depth programming and customization techniques
- Troubleshooting and performance optimization
T24 Products Overview
- Overview of key T24 modules and functionalities
- Navigation and transaction management in T24
- Creation, authorization, and tracking of transactions across modules
Example: 8-Day Training
| Day | Focus Area | Key Activities |
|---|---|---|
| 1 | Introduction to T24 TAFC/TAFJ | Provide foundational knowledge of T24’s technical architecture (TAFC/TAFJ) to enable effective system administration, customization, and troubleshooting. |
| 2 | Design Studio | Enable teams to leverage Design Studio for rapid T24 customization, including screen design, workflow automation, and application development without core code changes. |
| 3 | Base Commands & Navigation | Master essential T24 commands and system navigation to improve daily operational efficiency for both technical and business users. |
| 4 | Version Setup | Enable teams to effectively create, manage, and optimize T24 versions for customized business processes while maintaining system integrity. |
| 5 | AA (Account) | Designing account structures for different product types. |
| 6 | OFS | Equip and business teams with comprehensive skills to implement, manage, and optimize OFS messaging for seamless integration and efficient transaction processing in Temenos T24. |
| 7 | Securities | Equip teams with end-to-end expertise in T24’s Securities module. |
| 8 | COB Execution | Equip operations and technical teams with comprehensive skills to execute, monitor, and troubleshoot T24’s End-of-Day (COB) processes efficiently, ensuring data integrity and system stability. |
Business Training
- Master key T24 modules (Accounts, Payments, Loans, Deposits, Limits, Collateral, AA (Core), AA (Accounts, Forex, Swap, Securities, Financial Accounting, Reporting, FCM, FRM, Risk Management, TPH))
- Optimize workflows to reduce errors and delays
- Resolve common T24 issues independently
- Generate accurate reports for compliance
- Collaborate effectively on T24 challenges
Expected Outcomes
- 30% faster transaction processing
- 50% reduction in manual errors
- Stronger compliance with regulatory standards
- Higher staff confidence in T24 operations
4. Training Methodology
We combine interactive and practical approaches:
- Hands-on workshops with T24 sandbox environments
- Case studies simulating real banking scenarios
- Role-playing for problem-solving (e.g., loan origination)
- Continuous feedback via Q&A and live polls
- Instructor-Led Sessions: Hands-on training with real-time scenarios
- Practical Exercises: Simulations and case studies to reinforce learning
- Customized Content: Tailored to align with your bank’s operational workflows
Materials Provided:
- Custom workbooks, digital portals, quick-reference guides, and 3-month post-training support
5. Program Structure
Example: 8-Day Training
| Day | Focus Area | Key Activities |
|---|---|---|
| 1 | T24 Fundamentals & Navigation | System overview, customer/account management, hands-on data retrieval |
| 2 | Payments & Loans Modules | Fund transfer processing, loan disbursements, role-playing exercises |
| 3 | Limits & Collateral | Parameters process, limit applicability, collateral workflows |
| 4 | AA (Core) | Streamline lending/deposit product lifecycle management |
| 5 | AA (Account) | Designing account structures for different product types |
| 6 | Forex & Swap | Forex & Swap module architecture in T24, maintenance, swap application setup and integration points |
| 7 | Securities | End-to-end expertise in T24’s Securities module |
| 8 | FCM, FRM & TPH | FCM module tables & integration with GL/TPH; FRM risk factor configuration; TPH position aggregation rules |
Topics adjustable to your priorities.
6. Trainers
Our facilitators are T24 experts with:
- 10+ years in banking software training
- Certifications in Temenos T24 and adult education
- Experience with Fortune 500 financial institutions
7. Key Improvements
- Streamlined Structure: Clear sections with actionable headers
- Visual Enhancements: Tables for costs, schedules, and needs
- Conciseness: Reduced redundancy while retaining key details
- Professional Tone: Polished language for a corporate audience