Temenos Transact (T24) Core Banking System - Customer

所在平台: Udemy

课程主页: https://www.udemy.com/course/temenos-transact-t24-core-banking-system-customer/

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课程名称:Temenos Transact (T24) 核心银行系统 - 客户 课程概述:Temenos Transact (T24) 核心银行系统是全球银行业中最广泛采用的解决方案之一。本课程超越T24的基本术语和概念,深入探讨推动核心银行运营的商业知识,重点是客户——任何银行系统的核心。在本课程中,您将全面理解客户模块在T24中的运作。 我们将涵盖关键内容,包括客户档案,它提供有关每位客户的关键信息;客户搜索,允许您使用高级搜索标准高效检索客户数据;以及单一客户视图功能,帮助您了解T24如何整合来自不同来源的客户信息,提供完整的统一客户数据视图。 此外,我们还将探讨客户关系,说明系统中不同客户实体之间关系的结构与维护。您将深入了解高级客户信息管理,包括合规性所需的重要信息,如KYC(了解您的客户)、AML(反洗钱)和FATCA(外国账户税收合规法案)要求。 本课程非常适合银行专业人士、IT人员以及任何希望增进核心银行系统知识的人士。通过本课程,您将有效处理T24中的以客户为中心的运营,提高客户满意度和运营效率。

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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.

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