Services that carry a core banking project to go-live
Training, data migration, transaction customization and support, and QA and testing, delivered by the team that knows the platform.
Training
Teams that know the core before go-live day
Hands-on training for tellers, operations, finance, risk and IT, built around your own products and procedures rather than a generic demo.
- Role-based curricula. Separate tracks for branch staff, back office, finance, compliance and administrators.
- Sandbox practice. Trainees work through your real scenarios in a safe environment before touching production.
- Train-the-trainer. Prepare your own champions so knowledge stays inside the bank.
- Reference material. Quick guides and recorded sessions your staff can return to after launch.
Data Migration
A safe bridge from the legacy core to the new one
Plan, extract, cleanse, load and reconcile customer, account and transaction data, with parallel runs so balances agree before you cut over.
- Data profiling. Find gaps, duplicates and format problems before they reach the new core.
- Mapping and transformation. Document and automate how each legacy field becomes a new-core field.
- Trial loads and reconciliation. Repeat loads with balance and journal checks until the numbers agree.
- Cutover planning. A rehearsed runbook with go and no-go checkpoints and a rollback plan.
Transaction Customization & Support
Transactions that follow your rules, supported every day
Adapt posting rules, fees, limits, approvals and message formats to how your institution works, and rely on a support team that knows your configuration.
- Transaction rules. Configure fees, limits, charges and approval flows without changing core code.
- Custom workflows. Add steps, checks and notifications for specific products or channels.
- Integration changes. Adjust message formats and interfaces for cards, schemes and partners.
- Ongoing support. Incident handling, fixes and change requests with clear response targets.
QA & Testing
Catch defects before your customers do
Structured testing across functional, integration, performance and regression scenarios, with evidence your auditors and regulators can read.
- Test planning. Scope, scenarios and entry and exit criteria agreed up front.
- Functional and integration testing. Verify products, postings, interfaces and reports end to end.
- Regression and automation. Re-run critical flows automatically on every change.
- Evidence and reporting. Test results, defect logs and sign-off packs ready for review.
FAQ
Frequently asked questions
Cannot find your answer? Send us a request and we will reply within one business day.
Alongside our core banking software we provide four services: training, data migration, transaction customization and support, and QA and testing. You can take them together or separately.
Yes. Each service can be scoped on its own, for example migration support for a core you have already chosen, or an independent QA cycle before a release.
It depends on the number of source systems, data volumes and data quality. We agree a timeline after profiling your data and always run trial migrations before the real cutover.
We reconcile balances and journals at every trial load and compare them with the legacy system, and we agree go and no-go checkpoints before cutover.
Fee and charge rules, limits, approval flows, notifications, workflows and message formats for cards, schemes and partners. Most changes are configuration rather than code changes to the core.
Both are possible. Sessions are role-based and use your own configured products in a sandbox, and we can train your internal trainers so the knowledge stays with your team.
Yes. Our support service covers incidents, fixes and change requests, and we agree response targets with you in the support terms.
Retail banks, credit unions, digital banks, Islamic banks and microfinance institutions.
Send us a request through the demo form. We reply within one business day to book a call about your products, systems and timeline.