Mastering Core Banking Systems The Future-Proof Blueprint for Financial Technology Leaders
You’re under pressure. Regulations are tightening. Legacy systems are slowing innovation. Your stakeholders demand digital transformation, but you’re stuck balancing security, scalability, and speed-all without a clear roadmap. Every day you delay modernising your core banking infrastructure is another day your institution risks losing market share, talent, and investor confidence. You need more than theory. You need a proven, future-ready framework that turns complexity into competitive advantage. Mastering Core Banking Systems The Future-Proof Blueprint for Financial Technology Leaders is not another high-level overview. It’s the definitive operational manual used by technology leaders at top-tier financial institutions to migrate, modernise, and future-proof their core banking platforms with confidence and precision. One of our learners, a Head of Digital Transformation at a multinational bank, used this blueprint to design a phased core system migration strategy that reduced operational risk by 68% and secured board-level funding within 21 days of completion. His proposal was clear, technically rigorous, and aligned with regulatory, commercial, and architectural imperatives. This course delivers a single, powerful outcome: within 30 days, you will have constructed a comprehensive, board-ready core banking modernisation roadmap-complete with risk assessments, technology selection criteria, integration patterns, compliance guardrails, and implementation sequencing. You’ll move from uncertainty to clarity. From reactive firefighting to strategic leadership. From being just another stakeholder to becoming the recognised authority on core banking transformation in your organisation. Here’s how this course is structured to help you get there.Course Format & Delivery Details Self-Paced. On-Demand. Built for Real-World Leaders.
This is a self-paced, on-demand learning experience designed for professionals with demanding schedules and mission-critical responsibilities. There are no fixed dates, mandatory sessions, or time zone constraints. Access your materials anytime, anywhere. Immediate Online Access with Lifetime Updates
Enrol once, own it forever. You receive lifetime access to the full course content, including all future updates at no additional cost. As core banking technologies evolve-whether through new APIs, distributed ledger integrations, or regulatory shifts-you’ll continue to receive refined frameworks and expanded guidance. Designed for Rapid Results, Real-World Application
Most learners complete the core modules and build their first draft of a transformation roadmap in 25 to 30 hours, spread flexibly over 3 to 5 weeks. The content is structured so you can immediately apply each framework to your current projects. See tangible progress from day one. Global, Mobile-Friendly Access
Whether you’re in Singapore, Frankfurt, or New York, your learning environment travels with you. The platform is fully mobile-optimised, allowing secure access on any device-laptop, tablet, or smartphone-24/7. Instructor Support and Expert Guidance
You’re not learning in isolation. You gain direct access to curated guidance notes from the course architects-seasoned core banking transformation leads with decades of collective experience across Tier 1 banks, fintech disruptors, and regulatory bodies. Their insights are embedded throughout every module to clarify complexity and spotlight decision-critical nuances. Receive a Globally Recognised Certificate of Completion
Upon finishing the course, you will earn a Certificate of Completion issued by The Art of Service. This credential is trusted by over 45,000 professionals worldwide and recognised by compliance officers, CIOs, and executive hiring panels across APAC, EMEA, and North America. It signals technical authority, structured thinking, and mastery of modern core banking architecture. No Hidden Fees. No Surprises.
Pricing is straightforward and transparent. What you see is what you pay. There are no hidden fees, upsells, or recurring charges beyond your one-time enrolment. Secure Payment via Trusted Gateways
We accept all major payment methods including Visa, Mastercard, and PayPal. Zero-Risk Enrolment: Satisfied or Refunded
If you complete the first two modules and feel the course does not meet your expectations, simply request a full refund. No questions asked. This is our commitment to your confidence and success. What to Expect After Enrolment
After registration, you will receive a confirmation email. Your access details and login instructions will be sent separately once your course instance is fully provisioned. This ensures system stability and a seamless learning environment for every participant. “Will This Work for Me?” - We’ve Built This for Every Level
This works even if you’re new to core banking architecture, transitioning from retail banking operations, or leading digital initiatives without formal technical training. The frameworks are role-adaptable. It works even if your bank uses decades-old mainframes or is already mid-migration to microservices. The blueprint is stack-agnostic and designed around outcome patterns, not vendor dependencies. Recent social proof: A payments operations manager with no prior system architecture exposure used this course to design a migration path from a monolithic core to a composable, API-driven platform. Her bank launched the first phase six months ahead of schedule. Your success isn’t left to chance. With structured templates, audit-ready documentation standards, and scenario-based decision guides, you’re equipped to convert knowledge into action-immediately and securely.
Extensive and Detailed Course Curriculum
Module 1: Foundations of Modern Core Banking Systems - Understanding the role of core banking in financial services ecosystems
- Evolution of core banking: from batch processing to real-time platforms
- Key components of a core banking system: ledgers, accounts, transactions, currencies
- Differentiating core banking from peripheral systems (CRM, payments, cards)
- Legacy architecture patterns and their operational constraints
- Impact of interest rate changes, FX fluctuations, and accruals in core logic
- How regulatory reporting integrates with core data models
- Overview of batch job scheduling and end-of-day processing
- Introduction to dual-entry accounting within core banking contexts
- Common pain points in ageing core systems: performance, scalability, auditability
- The cost of technical debt in legacy core environments
- Understanding data silos and integration bottlenecks in traditional banks
- Defining success in a core transformation: business, technical, and regulatory outcomes
- The role of the core in omnichannel banking experiences
- Mapping customer journeys to backend core capabilities
Module 2: Architectural Paradigms and System Modernisation Models - Monolithic vs modular vs microservices in core banking design
- Service-oriented architecture (SOA) principles for financial systems
- Event-driven architecture and message queuing for transaction consistency
- API-first design and its impact on core system extensibility
- Domain-driven design applied to core banking domains
- Bounded contexts: separating deposits, loans, payments, and risk
- Decomposing monolithic cores: strategies and sequencing
- Strangler pattern implementation for gradual migration
- Containerisation and orchestration using Kubernetes in banking environments
- Cloud-native core banking: feasibility, risks, and containment models
- Hybrid deployment models: on-premise, private cloud, public cloud
- Failover, redundancy, and disaster recovery in distributed core systems
- Data consistency vs availability: applying CAP theorem to banking needs
- Consensus mechanisms in distributed financial ledgers
- Multi-region deployment considerations for global banks
Module 3: Core Banking Vendor Landscape and Selection Frameworks - Top commercial core banking vendors: Temenos, Infosys Finacle, TCS BaNCS
- Open-source and community-driven core platforms: analysis and use cases
- Best-of-breed vs full-suite vendor solutions: trade-offs and risks
- Building a bank-on-a-shelf vs building in-house: cost-benefit analysis
- Vendor evaluation matrix: functionality, scalability, support, TCO
- Conducting RFPs for core banking transformation projects
- Negotiating SLAs, support tiers, and exit clauses with vendors
- Vendor lock-in: detection, prevention, and escape planning
- Migrating off proprietary databases: Oracle to PostgreSQL, DB2 to cloud managed
- Customisation vs configuration: managing technical compromise
- Vendor roadmap alignment with your strategic vision
- Shortlisting vendors based on regional compliance requirements
- Interoperability testing with third-party systems pre-contract
- Assessing vendor stability and long-term viability
- Building internal capability to reduce vendor dependency
Module 4: Data Architecture and Governance in Core Systems - Designing golden source data models for customers and accounts
- Entity resolution and customer matching in multi-product environments
- Master data management for core banking entities
- Data normalisation across legacy and new systems
- Real-time data replication using change data capture (CDC)
- Database sharding strategies for high-volume transactions
- Federated query approaches across distributed systems
- Time-series data handling for transaction histories and audit trails
- Data privacy by design: embedding GDPR, CCPA, and other principles
- Masking and tokenisation of sensitive core data
- Data lineage tracking from input to reporting
- Immutability and write-once-read-many (WORM) patterns for audit
- Handling multi-currency, multi-legal entity data structures
- Calendar and holiday processing across jurisdictions
- Data quality metrics and monitoring in production systems
Module 5: Integration Patterns and Middleware Strategy - Choosing between ESB, API gateway, and message brokers
- RESTful vs SOAP vs gRPC in banking integrations
- Event sourcing and CQRS for integration consistency
- Building idempotent APIs for double-spend prevention
- Rate limiting, throttling, and abuse prevention at scale
- Building synchronous and asynchronous payment integrations
- Reconciliation patterns between core and external systems
- Message schema design: Avro, Protobuf, JSON Schema
- Ensuring message ordering and delivery guarantees
- Building anti-corruption layers between bounded contexts
- Integration testing frameworks for core interfaces
- Fault tolerance and circuit breaker patterns in integrations
- Detecting and handling integration failures gracefully
- Log correlation and tracing across distributed banking services
- Standardising integration contracts across the enterprise
Module 6: Transaction Processing, Accounting, and Ledger Design - Double-entry vs single-entry vs triple-entry accounting models
- Design patterns for general ledger and sub-ledger structures
- Transaction batching and high-throughput processing
- Idempotency in credit and debit operations
- Reversal, adjustment, and correction workflows
- Accruals, amortisations, and provisioning logic
- Interest calculation methods: actuarial, 30/360, actual/actual
- Handling partial payments and partial settlements
- Real-time gross settlement (RTGS) and netting processes
- Fractional accounting and sub-penny tracking
- Reconciling intraday and end-of-day balances
- Transaction logging and tamper-evident audit trails
- Transaction lifecycle: initiation, validation, posting, settlement
- Building compensating transactions for failed operations
- Designing for eventual consistency in distributed ledgers
Module 7: Compliance, Security, and Risk in Core Banking - Embedding AML, KYC, and CTF checks into transaction flows
- Real-time transaction monitoring and alerting
- Role-based access control (RBAC) in core platforms
- Segregation of duties for approval and posting roles
- Multi-factor approval workflows for high-value transactions
- Secure key management for core system credentials
- Penetration testing and vulnerability scanning of core interfaces
- Secure coding practices for financial system development
- Encryption at rest and in transit for core data
- Immutable audit logs and chain-of-custody tracking
- Regulatory reporting data extracts: format, frequency, validation
- BCBS 239 compliance for data aggregation and reporting
- GDPR right to erasure vs banking immutability requirements
- Resilience against ransomware and data corruption
- Disaster recovery testing for core system failover
Module 8: Migration Strategies and Cutover Planning - Parallel run vs big bang vs phased migration approaches
- Data migration testing: volume, accuracy, integrity
- Building data migration scripts with rollback capability
- Validating migrated account balances and transaction histories
- Customer communication strategy during system transition
- Stakeholder alignment across IT, operations, compliance, and product
- Defining non-functional requirements for migration success
- Performance benchmarking of new core vs legacy
- Automated reconciliation between old and new systems
- Cutover weekend planning: checklists, roles, escalation paths
- Post-go-live stabilisation: monitoring, issue triage, hotfixes
- Rollback planning: triggers, data restoration, communication
- Defining migration success metrics and KPIs
- Lessons learned documentation and knowledge transfer
- Change freeze and configuration lockdown procedures
Module 9: Testing Methodologies and Quality Assurance - Unit testing financial logic: interest, fees, penalties
- Integration testing across core subsystems
- End-to-end testing of customer onboarding and transaction flows
- Performance testing: throughput, latency, concurrency
- Stress testing under peak load conditions
- Chaos engineering for core system resilience
- Data consistency testing across distributed components
- Regression testing automation for core updates
- Test environment management and data masking
- Canary releases and blue-green deployments in banking
- Testing idempotency in retry scenarios
- Validating reconciliation outputs between systems
- Using test harnesses for core banking protocols
- Penetration testing financial APIs for unauthorised access
- Defect tracking and resolution workflows for critical issues
Module 10: Future-Proofing: AI, Cloud, and Composable Banking - Integrating AI-driven fraud detection into core transaction streams
- Predictive ledger monitoring using machine learning
- Using NLP to automate customer treasury queries
- Cloud-native core banking: cost, security, and performance trade-offs
- Serverless computing for event-driven financial processing
- Building composable banking using modular core services
- API marketplaces and third-party ecosystem integration
- Open banking compliance as a driver for core modernisation
- PSD2, CMA, and other regulatory mandates shaping core design
- Building sandboxes for developer access to core capabilities
- Embedding finance: integrating core banking into non-financial platforms
- Real-time credit scoring using core data and external signals
- Blockchain integration for interbank settlement and reconciliation
- Designing for quantum-safe cryptography in core systems
- Preparing for regulatory shifts using adaptable core architectures
Module 11: Implementation Roadmaps and Stakeholder Alignment - Building a business case for core transformation
- Quantifying ROI: cost reduction, revenue enablement, risk mitigation
- Phasing strategy: quick wins vs long-term transformation
- Resource planning: internal teams, vendors, consultants
- Steering committee structure and governance
- Managing organisational change during migration
- Training frontline and support staff on new systems
- Communicating progress to executives and regulators
- Vendor and contract management dashboard
- Tracking transformation KPIs: system uptime, error rates, MTTR
- Aligning with digital banking and mobile app roadmaps
- Integrating core changes with product launch calendars
- Managing scope creep and requirement volatility
- Creating a transformation backlog with prioritised epics
- Documenting assumptions, constraints, and dependencies
Module 12: Certification, Continuous Improvement, and Next Steps - How to prepare for your Certificate of Completion assessment
- Submitting your core banking transformation roadmap for review
- Receiving feedback and refining your proposal
- Earning your Certificate of Completion issued by The Art of Service
- Adding your credential to LinkedIn and professional profiles
- Joining the alumni network of financial technology leaders
- Accessing updated templates and frameworks annually
- Monitoring industry trends and core banking innovations
- Building continuous integration pipelines for core logic updates
- Establishing Centre of Excellence for banking modernisation
- Adopting observability: metrics, logs, traces for core systems
- Scheduled architecture reviews and technical debt assessments
- Creating feedback loops with customers and operations
- Planned obsolescence and upgrade cycles for core components
- Setting up a financial technology innovation lab within your institution
- Using gamification to track personal and team progress
- Progress tracking tools for self-paced learning
- Interactive checklists for each transformation phase
- Bite-sized implementation guides for immediate application
- Incorporating user feedback loops into system design
- Real-world project templates: data migration plan, stakeholder map, risk register
Module 1: Foundations of Modern Core Banking Systems - Understanding the role of core banking in financial services ecosystems
- Evolution of core banking: from batch processing to real-time platforms
- Key components of a core banking system: ledgers, accounts, transactions, currencies
- Differentiating core banking from peripheral systems (CRM, payments, cards)
- Legacy architecture patterns and their operational constraints
- Impact of interest rate changes, FX fluctuations, and accruals in core logic
- How regulatory reporting integrates with core data models
- Overview of batch job scheduling and end-of-day processing
- Introduction to dual-entry accounting within core banking contexts
- Common pain points in ageing core systems: performance, scalability, auditability
- The cost of technical debt in legacy core environments
- Understanding data silos and integration bottlenecks in traditional banks
- Defining success in a core transformation: business, technical, and regulatory outcomes
- The role of the core in omnichannel banking experiences
- Mapping customer journeys to backend core capabilities
Module 2: Architectural Paradigms and System Modernisation Models - Monolithic vs modular vs microservices in core banking design
- Service-oriented architecture (SOA) principles for financial systems
- Event-driven architecture and message queuing for transaction consistency
- API-first design and its impact on core system extensibility
- Domain-driven design applied to core banking domains
- Bounded contexts: separating deposits, loans, payments, and risk
- Decomposing monolithic cores: strategies and sequencing
- Strangler pattern implementation for gradual migration
- Containerisation and orchestration using Kubernetes in banking environments
- Cloud-native core banking: feasibility, risks, and containment models
- Hybrid deployment models: on-premise, private cloud, public cloud
- Failover, redundancy, and disaster recovery in distributed core systems
- Data consistency vs availability: applying CAP theorem to banking needs
- Consensus mechanisms in distributed financial ledgers
- Multi-region deployment considerations for global banks
Module 3: Core Banking Vendor Landscape and Selection Frameworks - Top commercial core banking vendors: Temenos, Infosys Finacle, TCS BaNCS
- Open-source and community-driven core platforms: analysis and use cases
- Best-of-breed vs full-suite vendor solutions: trade-offs and risks
- Building a bank-on-a-shelf vs building in-house: cost-benefit analysis
- Vendor evaluation matrix: functionality, scalability, support, TCO
- Conducting RFPs for core banking transformation projects
- Negotiating SLAs, support tiers, and exit clauses with vendors
- Vendor lock-in: detection, prevention, and escape planning
- Migrating off proprietary databases: Oracle to PostgreSQL, DB2 to cloud managed
- Customisation vs configuration: managing technical compromise
- Vendor roadmap alignment with your strategic vision
- Shortlisting vendors based on regional compliance requirements
- Interoperability testing with third-party systems pre-contract
- Assessing vendor stability and long-term viability
- Building internal capability to reduce vendor dependency
Module 4: Data Architecture and Governance in Core Systems - Designing golden source data models for customers and accounts
- Entity resolution and customer matching in multi-product environments
- Master data management for core banking entities
- Data normalisation across legacy and new systems
- Real-time data replication using change data capture (CDC)
- Database sharding strategies for high-volume transactions
- Federated query approaches across distributed systems
- Time-series data handling for transaction histories and audit trails
- Data privacy by design: embedding GDPR, CCPA, and other principles
- Masking and tokenisation of sensitive core data
- Data lineage tracking from input to reporting
- Immutability and write-once-read-many (WORM) patterns for audit
- Handling multi-currency, multi-legal entity data structures
- Calendar and holiday processing across jurisdictions
- Data quality metrics and monitoring in production systems
Module 5: Integration Patterns and Middleware Strategy - Choosing between ESB, API gateway, and message brokers
- RESTful vs SOAP vs gRPC in banking integrations
- Event sourcing and CQRS for integration consistency
- Building idempotent APIs for double-spend prevention
- Rate limiting, throttling, and abuse prevention at scale
- Building synchronous and asynchronous payment integrations
- Reconciliation patterns between core and external systems
- Message schema design: Avro, Protobuf, JSON Schema
- Ensuring message ordering and delivery guarantees
- Building anti-corruption layers between bounded contexts
- Integration testing frameworks for core interfaces
- Fault tolerance and circuit breaker patterns in integrations
- Detecting and handling integration failures gracefully
- Log correlation and tracing across distributed banking services
- Standardising integration contracts across the enterprise
Module 6: Transaction Processing, Accounting, and Ledger Design - Double-entry vs single-entry vs triple-entry accounting models
- Design patterns for general ledger and sub-ledger structures
- Transaction batching and high-throughput processing
- Idempotency in credit and debit operations
- Reversal, adjustment, and correction workflows
- Accruals, amortisations, and provisioning logic
- Interest calculation methods: actuarial, 30/360, actual/actual
- Handling partial payments and partial settlements
- Real-time gross settlement (RTGS) and netting processes
- Fractional accounting and sub-penny tracking
- Reconciling intraday and end-of-day balances
- Transaction logging and tamper-evident audit trails
- Transaction lifecycle: initiation, validation, posting, settlement
- Building compensating transactions for failed operations
- Designing for eventual consistency in distributed ledgers
Module 7: Compliance, Security, and Risk in Core Banking - Embedding AML, KYC, and CTF checks into transaction flows
- Real-time transaction monitoring and alerting
- Role-based access control (RBAC) in core platforms
- Segregation of duties for approval and posting roles
- Multi-factor approval workflows for high-value transactions
- Secure key management for core system credentials
- Penetration testing and vulnerability scanning of core interfaces
- Secure coding practices for financial system development
- Encryption at rest and in transit for core data
- Immutable audit logs and chain-of-custody tracking
- Regulatory reporting data extracts: format, frequency, validation
- BCBS 239 compliance for data aggregation and reporting
- GDPR right to erasure vs banking immutability requirements
- Resilience against ransomware and data corruption
- Disaster recovery testing for core system failover
Module 8: Migration Strategies and Cutover Planning - Parallel run vs big bang vs phased migration approaches
- Data migration testing: volume, accuracy, integrity
- Building data migration scripts with rollback capability
- Validating migrated account balances and transaction histories
- Customer communication strategy during system transition
- Stakeholder alignment across IT, operations, compliance, and product
- Defining non-functional requirements for migration success
- Performance benchmarking of new core vs legacy
- Automated reconciliation between old and new systems
- Cutover weekend planning: checklists, roles, escalation paths
- Post-go-live stabilisation: monitoring, issue triage, hotfixes
- Rollback planning: triggers, data restoration, communication
- Defining migration success metrics and KPIs
- Lessons learned documentation and knowledge transfer
- Change freeze and configuration lockdown procedures
Module 9: Testing Methodologies and Quality Assurance - Unit testing financial logic: interest, fees, penalties
- Integration testing across core subsystems
- End-to-end testing of customer onboarding and transaction flows
- Performance testing: throughput, latency, concurrency
- Stress testing under peak load conditions
- Chaos engineering for core system resilience
- Data consistency testing across distributed components
- Regression testing automation for core updates
- Test environment management and data masking
- Canary releases and blue-green deployments in banking
- Testing idempotency in retry scenarios
- Validating reconciliation outputs between systems
- Using test harnesses for core banking protocols
- Penetration testing financial APIs for unauthorised access
- Defect tracking and resolution workflows for critical issues
Module 10: Future-Proofing: AI, Cloud, and Composable Banking - Integrating AI-driven fraud detection into core transaction streams
- Predictive ledger monitoring using machine learning
- Using NLP to automate customer treasury queries
- Cloud-native core banking: cost, security, and performance trade-offs
- Serverless computing for event-driven financial processing
- Building composable banking using modular core services
- API marketplaces and third-party ecosystem integration
- Open banking compliance as a driver for core modernisation
- PSD2, CMA, and other regulatory mandates shaping core design
- Building sandboxes for developer access to core capabilities
- Embedding finance: integrating core banking into non-financial platforms
- Real-time credit scoring using core data and external signals
- Blockchain integration for interbank settlement and reconciliation
- Designing for quantum-safe cryptography in core systems
- Preparing for regulatory shifts using adaptable core architectures
Module 11: Implementation Roadmaps and Stakeholder Alignment - Building a business case for core transformation
- Quantifying ROI: cost reduction, revenue enablement, risk mitigation
- Phasing strategy: quick wins vs long-term transformation
- Resource planning: internal teams, vendors, consultants
- Steering committee structure and governance
- Managing organisational change during migration
- Training frontline and support staff on new systems
- Communicating progress to executives and regulators
- Vendor and contract management dashboard
- Tracking transformation KPIs: system uptime, error rates, MTTR
- Aligning with digital banking and mobile app roadmaps
- Integrating core changes with product launch calendars
- Managing scope creep and requirement volatility
- Creating a transformation backlog with prioritised epics
- Documenting assumptions, constraints, and dependencies
Module 12: Certification, Continuous Improvement, and Next Steps - How to prepare for your Certificate of Completion assessment
- Submitting your core banking transformation roadmap for review
- Receiving feedback and refining your proposal
- Earning your Certificate of Completion issued by The Art of Service
- Adding your credential to LinkedIn and professional profiles
- Joining the alumni network of financial technology leaders
- Accessing updated templates and frameworks annually
- Monitoring industry trends and core banking innovations
- Building continuous integration pipelines for core logic updates
- Establishing Centre of Excellence for banking modernisation
- Adopting observability: metrics, logs, traces for core systems
- Scheduled architecture reviews and technical debt assessments
- Creating feedback loops with customers and operations
- Planned obsolescence and upgrade cycles for core components
- Setting up a financial technology innovation lab within your institution
- Using gamification to track personal and team progress
- Progress tracking tools for self-paced learning
- Interactive checklists for each transformation phase
- Bite-sized implementation guides for immediate application
- Incorporating user feedback loops into system design
- Real-world project templates: data migration plan, stakeholder map, risk register
- Monolithic vs modular vs microservices in core banking design
- Service-oriented architecture (SOA) principles for financial systems
- Event-driven architecture and message queuing for transaction consistency
- API-first design and its impact on core system extensibility
- Domain-driven design applied to core banking domains
- Bounded contexts: separating deposits, loans, payments, and risk
- Decomposing monolithic cores: strategies and sequencing
- Strangler pattern implementation for gradual migration
- Containerisation and orchestration using Kubernetes in banking environments
- Cloud-native core banking: feasibility, risks, and containment models
- Hybrid deployment models: on-premise, private cloud, public cloud
- Failover, redundancy, and disaster recovery in distributed core systems
- Data consistency vs availability: applying CAP theorem to banking needs
- Consensus mechanisms in distributed financial ledgers
- Multi-region deployment considerations for global banks
Module 3: Core Banking Vendor Landscape and Selection Frameworks - Top commercial core banking vendors: Temenos, Infosys Finacle, TCS BaNCS
- Open-source and community-driven core platforms: analysis and use cases
- Best-of-breed vs full-suite vendor solutions: trade-offs and risks
- Building a bank-on-a-shelf vs building in-house: cost-benefit analysis
- Vendor evaluation matrix: functionality, scalability, support, TCO
- Conducting RFPs for core banking transformation projects
- Negotiating SLAs, support tiers, and exit clauses with vendors
- Vendor lock-in: detection, prevention, and escape planning
- Migrating off proprietary databases: Oracle to PostgreSQL, DB2 to cloud managed
- Customisation vs configuration: managing technical compromise
- Vendor roadmap alignment with your strategic vision
- Shortlisting vendors based on regional compliance requirements
- Interoperability testing with third-party systems pre-contract
- Assessing vendor stability and long-term viability
- Building internal capability to reduce vendor dependency
Module 4: Data Architecture and Governance in Core Systems - Designing golden source data models for customers and accounts
- Entity resolution and customer matching in multi-product environments
- Master data management for core banking entities
- Data normalisation across legacy and new systems
- Real-time data replication using change data capture (CDC)
- Database sharding strategies for high-volume transactions
- Federated query approaches across distributed systems
- Time-series data handling for transaction histories and audit trails
- Data privacy by design: embedding GDPR, CCPA, and other principles
- Masking and tokenisation of sensitive core data
- Data lineage tracking from input to reporting
- Immutability and write-once-read-many (WORM) patterns for audit
- Handling multi-currency, multi-legal entity data structures
- Calendar and holiday processing across jurisdictions
- Data quality metrics and monitoring in production systems
Module 5: Integration Patterns and Middleware Strategy - Choosing between ESB, API gateway, and message brokers
- RESTful vs SOAP vs gRPC in banking integrations
- Event sourcing and CQRS for integration consistency
- Building idempotent APIs for double-spend prevention
- Rate limiting, throttling, and abuse prevention at scale
- Building synchronous and asynchronous payment integrations
- Reconciliation patterns between core and external systems
- Message schema design: Avro, Protobuf, JSON Schema
- Ensuring message ordering and delivery guarantees
- Building anti-corruption layers between bounded contexts
- Integration testing frameworks for core interfaces
- Fault tolerance and circuit breaker patterns in integrations
- Detecting and handling integration failures gracefully
- Log correlation and tracing across distributed banking services
- Standardising integration contracts across the enterprise
Module 6: Transaction Processing, Accounting, and Ledger Design - Double-entry vs single-entry vs triple-entry accounting models
- Design patterns for general ledger and sub-ledger structures
- Transaction batching and high-throughput processing
- Idempotency in credit and debit operations
- Reversal, adjustment, and correction workflows
- Accruals, amortisations, and provisioning logic
- Interest calculation methods: actuarial, 30/360, actual/actual
- Handling partial payments and partial settlements
- Real-time gross settlement (RTGS) and netting processes
- Fractional accounting and sub-penny tracking
- Reconciling intraday and end-of-day balances
- Transaction logging and tamper-evident audit trails
- Transaction lifecycle: initiation, validation, posting, settlement
- Building compensating transactions for failed operations
- Designing for eventual consistency in distributed ledgers
Module 7: Compliance, Security, and Risk in Core Banking - Embedding AML, KYC, and CTF checks into transaction flows
- Real-time transaction monitoring and alerting
- Role-based access control (RBAC) in core platforms
- Segregation of duties for approval and posting roles
- Multi-factor approval workflows for high-value transactions
- Secure key management for core system credentials
- Penetration testing and vulnerability scanning of core interfaces
- Secure coding practices for financial system development
- Encryption at rest and in transit for core data
- Immutable audit logs and chain-of-custody tracking
- Regulatory reporting data extracts: format, frequency, validation
- BCBS 239 compliance for data aggregation and reporting
- GDPR right to erasure vs banking immutability requirements
- Resilience against ransomware and data corruption
- Disaster recovery testing for core system failover
Module 8: Migration Strategies and Cutover Planning - Parallel run vs big bang vs phased migration approaches
- Data migration testing: volume, accuracy, integrity
- Building data migration scripts with rollback capability
- Validating migrated account balances and transaction histories
- Customer communication strategy during system transition
- Stakeholder alignment across IT, operations, compliance, and product
- Defining non-functional requirements for migration success
- Performance benchmarking of new core vs legacy
- Automated reconciliation between old and new systems
- Cutover weekend planning: checklists, roles, escalation paths
- Post-go-live stabilisation: monitoring, issue triage, hotfixes
- Rollback planning: triggers, data restoration, communication
- Defining migration success metrics and KPIs
- Lessons learned documentation and knowledge transfer
- Change freeze and configuration lockdown procedures
Module 9: Testing Methodologies and Quality Assurance - Unit testing financial logic: interest, fees, penalties
- Integration testing across core subsystems
- End-to-end testing of customer onboarding and transaction flows
- Performance testing: throughput, latency, concurrency
- Stress testing under peak load conditions
- Chaos engineering for core system resilience
- Data consistency testing across distributed components
- Regression testing automation for core updates
- Test environment management and data masking
- Canary releases and blue-green deployments in banking
- Testing idempotency in retry scenarios
- Validating reconciliation outputs between systems
- Using test harnesses for core banking protocols
- Penetration testing financial APIs for unauthorised access
- Defect tracking and resolution workflows for critical issues
Module 10: Future-Proofing: AI, Cloud, and Composable Banking - Integrating AI-driven fraud detection into core transaction streams
- Predictive ledger monitoring using machine learning
- Using NLP to automate customer treasury queries
- Cloud-native core banking: cost, security, and performance trade-offs
- Serverless computing for event-driven financial processing
- Building composable banking using modular core services
- API marketplaces and third-party ecosystem integration
- Open banking compliance as a driver for core modernisation
- PSD2, CMA, and other regulatory mandates shaping core design
- Building sandboxes for developer access to core capabilities
- Embedding finance: integrating core banking into non-financial platforms
- Real-time credit scoring using core data and external signals
- Blockchain integration for interbank settlement and reconciliation
- Designing for quantum-safe cryptography in core systems
- Preparing for regulatory shifts using adaptable core architectures
Module 11: Implementation Roadmaps and Stakeholder Alignment - Building a business case for core transformation
- Quantifying ROI: cost reduction, revenue enablement, risk mitigation
- Phasing strategy: quick wins vs long-term transformation
- Resource planning: internal teams, vendors, consultants
- Steering committee structure and governance
- Managing organisational change during migration
- Training frontline and support staff on new systems
- Communicating progress to executives and regulators
- Vendor and contract management dashboard
- Tracking transformation KPIs: system uptime, error rates, MTTR
- Aligning with digital banking and mobile app roadmaps
- Integrating core changes with product launch calendars
- Managing scope creep and requirement volatility
- Creating a transformation backlog with prioritised epics
- Documenting assumptions, constraints, and dependencies
Module 12: Certification, Continuous Improvement, and Next Steps - How to prepare for your Certificate of Completion assessment
- Submitting your core banking transformation roadmap for review
- Receiving feedback and refining your proposal
- Earning your Certificate of Completion issued by The Art of Service
- Adding your credential to LinkedIn and professional profiles
- Joining the alumni network of financial technology leaders
- Accessing updated templates and frameworks annually
- Monitoring industry trends and core banking innovations
- Building continuous integration pipelines for core logic updates
- Establishing Centre of Excellence for banking modernisation
- Adopting observability: metrics, logs, traces for core systems
- Scheduled architecture reviews and technical debt assessments
- Creating feedback loops with customers and operations
- Planned obsolescence and upgrade cycles for core components
- Setting up a financial technology innovation lab within your institution
- Using gamification to track personal and team progress
- Progress tracking tools for self-paced learning
- Interactive checklists for each transformation phase
- Bite-sized implementation guides for immediate application
- Incorporating user feedback loops into system design
- Real-world project templates: data migration plan, stakeholder map, risk register
- Designing golden source data models for customers and accounts
- Entity resolution and customer matching in multi-product environments
- Master data management for core banking entities
- Data normalisation across legacy and new systems
- Real-time data replication using change data capture (CDC)
- Database sharding strategies for high-volume transactions
- Federated query approaches across distributed systems
- Time-series data handling for transaction histories and audit trails
- Data privacy by design: embedding GDPR, CCPA, and other principles
- Masking and tokenisation of sensitive core data
- Data lineage tracking from input to reporting
- Immutability and write-once-read-many (WORM) patterns for audit
- Handling multi-currency, multi-legal entity data structures
- Calendar and holiday processing across jurisdictions
- Data quality metrics and monitoring in production systems
Module 5: Integration Patterns and Middleware Strategy - Choosing between ESB, API gateway, and message brokers
- RESTful vs SOAP vs gRPC in banking integrations
- Event sourcing and CQRS for integration consistency
- Building idempotent APIs for double-spend prevention
- Rate limiting, throttling, and abuse prevention at scale
- Building synchronous and asynchronous payment integrations
- Reconciliation patterns between core and external systems
- Message schema design: Avro, Protobuf, JSON Schema
- Ensuring message ordering and delivery guarantees
- Building anti-corruption layers between bounded contexts
- Integration testing frameworks for core interfaces
- Fault tolerance and circuit breaker patterns in integrations
- Detecting and handling integration failures gracefully
- Log correlation and tracing across distributed banking services
- Standardising integration contracts across the enterprise
Module 6: Transaction Processing, Accounting, and Ledger Design - Double-entry vs single-entry vs triple-entry accounting models
- Design patterns for general ledger and sub-ledger structures
- Transaction batching and high-throughput processing
- Idempotency in credit and debit operations
- Reversal, adjustment, and correction workflows
- Accruals, amortisations, and provisioning logic
- Interest calculation methods: actuarial, 30/360, actual/actual
- Handling partial payments and partial settlements
- Real-time gross settlement (RTGS) and netting processes
- Fractional accounting and sub-penny tracking
- Reconciling intraday and end-of-day balances
- Transaction logging and tamper-evident audit trails
- Transaction lifecycle: initiation, validation, posting, settlement
- Building compensating transactions for failed operations
- Designing for eventual consistency in distributed ledgers
Module 7: Compliance, Security, and Risk in Core Banking - Embedding AML, KYC, and CTF checks into transaction flows
- Real-time transaction monitoring and alerting
- Role-based access control (RBAC) in core platforms
- Segregation of duties for approval and posting roles
- Multi-factor approval workflows for high-value transactions
- Secure key management for core system credentials
- Penetration testing and vulnerability scanning of core interfaces
- Secure coding practices for financial system development
- Encryption at rest and in transit for core data
- Immutable audit logs and chain-of-custody tracking
- Regulatory reporting data extracts: format, frequency, validation
- BCBS 239 compliance for data aggregation and reporting
- GDPR right to erasure vs banking immutability requirements
- Resilience against ransomware and data corruption
- Disaster recovery testing for core system failover
Module 8: Migration Strategies and Cutover Planning - Parallel run vs big bang vs phased migration approaches
- Data migration testing: volume, accuracy, integrity
- Building data migration scripts with rollback capability
- Validating migrated account balances and transaction histories
- Customer communication strategy during system transition
- Stakeholder alignment across IT, operations, compliance, and product
- Defining non-functional requirements for migration success
- Performance benchmarking of new core vs legacy
- Automated reconciliation between old and new systems
- Cutover weekend planning: checklists, roles, escalation paths
- Post-go-live stabilisation: monitoring, issue triage, hotfixes
- Rollback planning: triggers, data restoration, communication
- Defining migration success metrics and KPIs
- Lessons learned documentation and knowledge transfer
- Change freeze and configuration lockdown procedures
Module 9: Testing Methodologies and Quality Assurance - Unit testing financial logic: interest, fees, penalties
- Integration testing across core subsystems
- End-to-end testing of customer onboarding and transaction flows
- Performance testing: throughput, latency, concurrency
- Stress testing under peak load conditions
- Chaos engineering for core system resilience
- Data consistency testing across distributed components
- Regression testing automation for core updates
- Test environment management and data masking
- Canary releases and blue-green deployments in banking
- Testing idempotency in retry scenarios
- Validating reconciliation outputs between systems
- Using test harnesses for core banking protocols
- Penetration testing financial APIs for unauthorised access
- Defect tracking and resolution workflows for critical issues
Module 10: Future-Proofing: AI, Cloud, and Composable Banking - Integrating AI-driven fraud detection into core transaction streams
- Predictive ledger monitoring using machine learning
- Using NLP to automate customer treasury queries
- Cloud-native core banking: cost, security, and performance trade-offs
- Serverless computing for event-driven financial processing
- Building composable banking using modular core services
- API marketplaces and third-party ecosystem integration
- Open banking compliance as a driver for core modernisation
- PSD2, CMA, and other regulatory mandates shaping core design
- Building sandboxes for developer access to core capabilities
- Embedding finance: integrating core banking into non-financial platforms
- Real-time credit scoring using core data and external signals
- Blockchain integration for interbank settlement and reconciliation
- Designing for quantum-safe cryptography in core systems
- Preparing for regulatory shifts using adaptable core architectures
Module 11: Implementation Roadmaps and Stakeholder Alignment - Building a business case for core transformation
- Quantifying ROI: cost reduction, revenue enablement, risk mitigation
- Phasing strategy: quick wins vs long-term transformation
- Resource planning: internal teams, vendors, consultants
- Steering committee structure and governance
- Managing organisational change during migration
- Training frontline and support staff on new systems
- Communicating progress to executives and regulators
- Vendor and contract management dashboard
- Tracking transformation KPIs: system uptime, error rates, MTTR
- Aligning with digital banking and mobile app roadmaps
- Integrating core changes with product launch calendars
- Managing scope creep and requirement volatility
- Creating a transformation backlog with prioritised epics
- Documenting assumptions, constraints, and dependencies
Module 12: Certification, Continuous Improvement, and Next Steps - How to prepare for your Certificate of Completion assessment
- Submitting your core banking transformation roadmap for review
- Receiving feedback and refining your proposal
- Earning your Certificate of Completion issued by The Art of Service
- Adding your credential to LinkedIn and professional profiles
- Joining the alumni network of financial technology leaders
- Accessing updated templates and frameworks annually
- Monitoring industry trends and core banking innovations
- Building continuous integration pipelines for core logic updates
- Establishing Centre of Excellence for banking modernisation
- Adopting observability: metrics, logs, traces for core systems
- Scheduled architecture reviews and technical debt assessments
- Creating feedback loops with customers and operations
- Planned obsolescence and upgrade cycles for core components
- Setting up a financial technology innovation lab within your institution
- Using gamification to track personal and team progress
- Progress tracking tools for self-paced learning
- Interactive checklists for each transformation phase
- Bite-sized implementation guides for immediate application
- Incorporating user feedback loops into system design
- Real-world project templates: data migration plan, stakeholder map, risk register
- Double-entry vs single-entry vs triple-entry accounting models
- Design patterns for general ledger and sub-ledger structures
- Transaction batching and high-throughput processing
- Idempotency in credit and debit operations
- Reversal, adjustment, and correction workflows
- Accruals, amortisations, and provisioning logic
- Interest calculation methods: actuarial, 30/360, actual/actual
- Handling partial payments and partial settlements
- Real-time gross settlement (RTGS) and netting processes
- Fractional accounting and sub-penny tracking
- Reconciling intraday and end-of-day balances
- Transaction logging and tamper-evident audit trails
- Transaction lifecycle: initiation, validation, posting, settlement
- Building compensating transactions for failed operations
- Designing for eventual consistency in distributed ledgers
Module 7: Compliance, Security, and Risk in Core Banking - Embedding AML, KYC, and CTF checks into transaction flows
- Real-time transaction monitoring and alerting
- Role-based access control (RBAC) in core platforms
- Segregation of duties for approval and posting roles
- Multi-factor approval workflows for high-value transactions
- Secure key management for core system credentials
- Penetration testing and vulnerability scanning of core interfaces
- Secure coding practices for financial system development
- Encryption at rest and in transit for core data
- Immutable audit logs and chain-of-custody tracking
- Regulatory reporting data extracts: format, frequency, validation
- BCBS 239 compliance for data aggregation and reporting
- GDPR right to erasure vs banking immutability requirements
- Resilience against ransomware and data corruption
- Disaster recovery testing for core system failover
Module 8: Migration Strategies and Cutover Planning - Parallel run vs big bang vs phased migration approaches
- Data migration testing: volume, accuracy, integrity
- Building data migration scripts with rollback capability
- Validating migrated account balances and transaction histories
- Customer communication strategy during system transition
- Stakeholder alignment across IT, operations, compliance, and product
- Defining non-functional requirements for migration success
- Performance benchmarking of new core vs legacy
- Automated reconciliation between old and new systems
- Cutover weekend planning: checklists, roles, escalation paths
- Post-go-live stabilisation: monitoring, issue triage, hotfixes
- Rollback planning: triggers, data restoration, communication
- Defining migration success metrics and KPIs
- Lessons learned documentation and knowledge transfer
- Change freeze and configuration lockdown procedures
Module 9: Testing Methodologies and Quality Assurance - Unit testing financial logic: interest, fees, penalties
- Integration testing across core subsystems
- End-to-end testing of customer onboarding and transaction flows
- Performance testing: throughput, latency, concurrency
- Stress testing under peak load conditions
- Chaos engineering for core system resilience
- Data consistency testing across distributed components
- Regression testing automation for core updates
- Test environment management and data masking
- Canary releases and blue-green deployments in banking
- Testing idempotency in retry scenarios
- Validating reconciliation outputs between systems
- Using test harnesses for core banking protocols
- Penetration testing financial APIs for unauthorised access
- Defect tracking and resolution workflows for critical issues
Module 10: Future-Proofing: AI, Cloud, and Composable Banking - Integrating AI-driven fraud detection into core transaction streams
- Predictive ledger monitoring using machine learning
- Using NLP to automate customer treasury queries
- Cloud-native core banking: cost, security, and performance trade-offs
- Serverless computing for event-driven financial processing
- Building composable banking using modular core services
- API marketplaces and third-party ecosystem integration
- Open banking compliance as a driver for core modernisation
- PSD2, CMA, and other regulatory mandates shaping core design
- Building sandboxes for developer access to core capabilities
- Embedding finance: integrating core banking into non-financial platforms
- Real-time credit scoring using core data and external signals
- Blockchain integration for interbank settlement and reconciliation
- Designing for quantum-safe cryptography in core systems
- Preparing for regulatory shifts using adaptable core architectures
Module 11: Implementation Roadmaps and Stakeholder Alignment - Building a business case for core transformation
- Quantifying ROI: cost reduction, revenue enablement, risk mitigation
- Phasing strategy: quick wins vs long-term transformation
- Resource planning: internal teams, vendors, consultants
- Steering committee structure and governance
- Managing organisational change during migration
- Training frontline and support staff on new systems
- Communicating progress to executives and regulators
- Vendor and contract management dashboard
- Tracking transformation KPIs: system uptime, error rates, MTTR
- Aligning with digital banking and mobile app roadmaps
- Integrating core changes with product launch calendars
- Managing scope creep and requirement volatility
- Creating a transformation backlog with prioritised epics
- Documenting assumptions, constraints, and dependencies
Module 12: Certification, Continuous Improvement, and Next Steps - How to prepare for your Certificate of Completion assessment
- Submitting your core banking transformation roadmap for review
- Receiving feedback and refining your proposal
- Earning your Certificate of Completion issued by The Art of Service
- Adding your credential to LinkedIn and professional profiles
- Joining the alumni network of financial technology leaders
- Accessing updated templates and frameworks annually
- Monitoring industry trends and core banking innovations
- Building continuous integration pipelines for core logic updates
- Establishing Centre of Excellence for banking modernisation
- Adopting observability: metrics, logs, traces for core systems
- Scheduled architecture reviews and technical debt assessments
- Creating feedback loops with customers and operations
- Planned obsolescence and upgrade cycles for core components
- Setting up a financial technology innovation lab within your institution
- Using gamification to track personal and team progress
- Progress tracking tools for self-paced learning
- Interactive checklists for each transformation phase
- Bite-sized implementation guides for immediate application
- Incorporating user feedback loops into system design
- Real-world project templates: data migration plan, stakeholder map, risk register
- Parallel run vs big bang vs phased migration approaches
- Data migration testing: volume, accuracy, integrity
- Building data migration scripts with rollback capability
- Validating migrated account balances and transaction histories
- Customer communication strategy during system transition
- Stakeholder alignment across IT, operations, compliance, and product
- Defining non-functional requirements for migration success
- Performance benchmarking of new core vs legacy
- Automated reconciliation between old and new systems
- Cutover weekend planning: checklists, roles, escalation paths
- Post-go-live stabilisation: monitoring, issue triage, hotfixes
- Rollback planning: triggers, data restoration, communication
- Defining migration success metrics and KPIs
- Lessons learned documentation and knowledge transfer
- Change freeze and configuration lockdown procedures
Module 9: Testing Methodologies and Quality Assurance - Unit testing financial logic: interest, fees, penalties
- Integration testing across core subsystems
- End-to-end testing of customer onboarding and transaction flows
- Performance testing: throughput, latency, concurrency
- Stress testing under peak load conditions
- Chaos engineering for core system resilience
- Data consistency testing across distributed components
- Regression testing automation for core updates
- Test environment management and data masking
- Canary releases and blue-green deployments in banking
- Testing idempotency in retry scenarios
- Validating reconciliation outputs between systems
- Using test harnesses for core banking protocols
- Penetration testing financial APIs for unauthorised access
- Defect tracking and resolution workflows for critical issues
Module 10: Future-Proofing: AI, Cloud, and Composable Banking - Integrating AI-driven fraud detection into core transaction streams
- Predictive ledger monitoring using machine learning
- Using NLP to automate customer treasury queries
- Cloud-native core banking: cost, security, and performance trade-offs
- Serverless computing for event-driven financial processing
- Building composable banking using modular core services
- API marketplaces and third-party ecosystem integration
- Open banking compliance as a driver for core modernisation
- PSD2, CMA, and other regulatory mandates shaping core design
- Building sandboxes for developer access to core capabilities
- Embedding finance: integrating core banking into non-financial platforms
- Real-time credit scoring using core data and external signals
- Blockchain integration for interbank settlement and reconciliation
- Designing for quantum-safe cryptography in core systems
- Preparing for regulatory shifts using adaptable core architectures
Module 11: Implementation Roadmaps and Stakeholder Alignment - Building a business case for core transformation
- Quantifying ROI: cost reduction, revenue enablement, risk mitigation
- Phasing strategy: quick wins vs long-term transformation
- Resource planning: internal teams, vendors, consultants
- Steering committee structure and governance
- Managing organisational change during migration
- Training frontline and support staff on new systems
- Communicating progress to executives and regulators
- Vendor and contract management dashboard
- Tracking transformation KPIs: system uptime, error rates, MTTR
- Aligning with digital banking and mobile app roadmaps
- Integrating core changes with product launch calendars
- Managing scope creep and requirement volatility
- Creating a transformation backlog with prioritised epics
- Documenting assumptions, constraints, and dependencies
Module 12: Certification, Continuous Improvement, and Next Steps - How to prepare for your Certificate of Completion assessment
- Submitting your core banking transformation roadmap for review
- Receiving feedback and refining your proposal
- Earning your Certificate of Completion issued by The Art of Service
- Adding your credential to LinkedIn and professional profiles
- Joining the alumni network of financial technology leaders
- Accessing updated templates and frameworks annually
- Monitoring industry trends and core banking innovations
- Building continuous integration pipelines for core logic updates
- Establishing Centre of Excellence for banking modernisation
- Adopting observability: metrics, logs, traces for core systems
- Scheduled architecture reviews and technical debt assessments
- Creating feedback loops with customers and operations
- Planned obsolescence and upgrade cycles for core components
- Setting up a financial technology innovation lab within your institution
- Using gamification to track personal and team progress
- Progress tracking tools for self-paced learning
- Interactive checklists for each transformation phase
- Bite-sized implementation guides for immediate application
- Incorporating user feedback loops into system design
- Real-world project templates: data migration plan, stakeholder map, risk register
- Integrating AI-driven fraud detection into core transaction streams
- Predictive ledger monitoring using machine learning
- Using NLP to automate customer treasury queries
- Cloud-native core banking: cost, security, and performance trade-offs
- Serverless computing for event-driven financial processing
- Building composable banking using modular core services
- API marketplaces and third-party ecosystem integration
- Open banking compliance as a driver for core modernisation
- PSD2, CMA, and other regulatory mandates shaping core design
- Building sandboxes for developer access to core capabilities
- Embedding finance: integrating core banking into non-financial platforms
- Real-time credit scoring using core data and external signals
- Blockchain integration for interbank settlement and reconciliation
- Designing for quantum-safe cryptography in core systems
- Preparing for regulatory shifts using adaptable core architectures
Module 11: Implementation Roadmaps and Stakeholder Alignment - Building a business case for core transformation
- Quantifying ROI: cost reduction, revenue enablement, risk mitigation
- Phasing strategy: quick wins vs long-term transformation
- Resource planning: internal teams, vendors, consultants
- Steering committee structure and governance
- Managing organisational change during migration
- Training frontline and support staff on new systems
- Communicating progress to executives and regulators
- Vendor and contract management dashboard
- Tracking transformation KPIs: system uptime, error rates, MTTR
- Aligning with digital banking and mobile app roadmaps
- Integrating core changes with product launch calendars
- Managing scope creep and requirement volatility
- Creating a transformation backlog with prioritised epics
- Documenting assumptions, constraints, and dependencies
Module 12: Certification, Continuous Improvement, and Next Steps - How to prepare for your Certificate of Completion assessment
- Submitting your core banking transformation roadmap for review
- Receiving feedback and refining your proposal
- Earning your Certificate of Completion issued by The Art of Service
- Adding your credential to LinkedIn and professional profiles
- Joining the alumni network of financial technology leaders
- Accessing updated templates and frameworks annually
- Monitoring industry trends and core banking innovations
- Building continuous integration pipelines for core logic updates
- Establishing Centre of Excellence for banking modernisation
- Adopting observability: metrics, logs, traces for core systems
- Scheduled architecture reviews and technical debt assessments
- Creating feedback loops with customers and operations
- Planned obsolescence and upgrade cycles for core components
- Setting up a financial technology innovation lab within your institution
- Using gamification to track personal and team progress
- Progress tracking tools for self-paced learning
- Interactive checklists for each transformation phase
- Bite-sized implementation guides for immediate application
- Incorporating user feedback loops into system design
- Real-world project templates: data migration plan, stakeholder map, risk register
- How to prepare for your Certificate of Completion assessment
- Submitting your core banking transformation roadmap for review
- Receiving feedback and refining your proposal
- Earning your Certificate of Completion issued by The Art of Service
- Adding your credential to LinkedIn and professional profiles
- Joining the alumni network of financial technology leaders
- Accessing updated templates and frameworks annually
- Monitoring industry trends and core banking innovations
- Building continuous integration pipelines for core logic updates
- Establishing Centre of Excellence for banking modernisation
- Adopting observability: metrics, logs, traces for core systems
- Scheduled architecture reviews and technical debt assessments
- Creating feedback loops with customers and operations
- Planned obsolescence and upgrade cycles for core components
- Setting up a financial technology innovation lab within your institution
- Using gamification to track personal and team progress
- Progress tracking tools for self-paced learning
- Interactive checklists for each transformation phase
- Bite-sized implementation guides for immediate application
- Incorporating user feedback loops into system design
- Real-world project templates: data migration plan, stakeholder map, risk register