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Temenos WealthSuite – Workflow Automation from Temenos
Delivers digital workflow solutions for wealth management and advisory operations: client onboarding, KYC, risk profiling, compliance, service request fulfillment, and document automation with open APIs and configurability.
Product analysis by function
Workflow Management Systems for Client Service and Operations
Platforms that automate operational processes, track client service requests, manage task assignments, and ensure timely completion of administrative activities.
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User Management & Access Control
(8 Yes /8 Known /10 Possible features)
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Role-Based Access Control Ability to assign role-appropriate access and permissions across the system. |
Temenos WealthSuite provides configurable role-based user and permissions management across its digital workflow platform, supporting segregation of duties and secure access. | |
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Single Sign-On (SSO) Integration Supports centralized authentication and access through an SSO platform. |
Supports SSO with enterprise authentication, as typical of banking-focused platforms. Confirmed in Temenos documentation and partner integration references. | |
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Multi-factor Authentication Requires multiple methods of identity verification for system access. |
Multi-factor authentication is available across Temenos suite for regulatory compliance, per product security documentation. | |
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User Activity Logging Tracks and records user actions and changes within the system. |
User and system actions are tracked and auditable for compliance—user activity logging is part of Temenos' core platform. | |
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Bulk User Management Allows for simultaneous creation, update, or deactivation of multiple users. |
Bulk user administration (creation, modification, and deactivation) is supported natively for enterprise administration. | |
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Permission Granularity Degree of specificity for setting permissions at object or field-level. |
No information available | |
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External User and Client Portal Provides secure, dedicated access for clients to view or update information. |
Client-facing portals with secure login are available as part of Temenos WealthSuite, enabling external client access. | |
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Delegation & Proxy Access Supports temporary or delegated access by designated users. |
No information available | |
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Audit Trails Records all changes and access for compliance and review. |
Audit trails and logging capabilities are built-in for client onboarding, KYC, compliance, and broader workflow auditability. | |
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Automated Provisioning/De-provisioning Automates user onboarding and offboarding. |
User provisioning and de-provisioning can be automated via integrations with identity management solutions (see Temenos IAM documentation). |
Workflow Automation & Customization
(9 Yes /9 Known /11 Possible features)
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Dynamic Workflow Builder Drag-and-drop or configuration-based tool for creating and editing workflows. |
Temenos WealthSuite supports dynamic workflow creation and customization with configuration tools and open APIs. | |
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Custom Task and Approval Routing Specify rules for routing tasks based on user, team, or process type. |
Custom workflow task and approval routing is a key feature, used in onboarding, KYC, and service fulfillment. | |
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Conditional Logic Support Workflows adapt based on conditions or data fields. |
Conditional logic in workflows—such as branching based on KYC result or risk profile—is supported as standard. | |
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Task Assignment Automation Tasks are assigned automatically according to rules. |
Rules-based task assignment automation is included for process steps like case routing and escalation. | |
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Reminders and Escalation Triggers Automatic reminders and escalation on overdue items. |
Automated escalations, reminders, and notifications for overdue workflow items are native in the platform. | |
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Configurable Templates Predefined templates for common processes, customizable by users. |
Configurable process templates are included for onboarding, service requests, and KYC use cases, as described in docs. | |
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Parallel and Sequential Workflows Supports both concurrent and stepwise processes. |
Supports both parallel and sequential workflow steps (e.g., simultaneous verification/KYC, then approval). | |
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Workflow Versioning Allows management of multiple versions of a workflow. |
Workflow version history and rollback are included to support process compliance. | |
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Integration with External Triggers Can start workflows triggered by external events via APIs. |
Can trigger workflows on external events (e.g., API-based initiation from CRM or onboarding portal). | |
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Pause and Resume Workflow Ability to stop and later resume a workflow instance. |
No information available | |
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Workflow Execution Capacity Number of workflow instances the system can handle in parallel. |
No information available |
Client Communication & Collaboration
(6 Yes /6 Known /10 Possible features)
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Integrated Messaging Communicate with clients and team members within the platform. |
Integrated platform communications, including messaging for client and internal team collaboration, are referenced. | |
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Secure Document Sharing Upload and exchange sensitive documents with clients securely. |
Bank-grade secure document sharing and storage, including support for client uploads, is provided. | |
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E-signature Integration Collect legally binding signatures through the system. |
Product supports e-signature integration; used for digital onboarding and agreement management. | |
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Automated Client Notifications Automate status updates and alerts to clients during workflows. |
Automated client notifications are part of workflow (status updates, alerts), confirmed by product documentation. | |
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Activity Timeline/History Centralized tracking of all client communications and interactions. |
All client interactions and actions tracked and viewable by authorized users—a core banking / wealth platform feature. | |
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Document Collaboration Allow clients and team to comment or edit shared files. |
No information available | |
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Video/Voice Conferencing Integration Integration with major conferencing platforms for live meetings. |
No information available | |
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Client Notification Delivery Methods Number of client notification channels (SMS, email, app push). |
No information available | |
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Client Response Tracking Track client acknowledgement or responses to notifications. |
No information available | |
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Portal Custom Branding Customize client portal appearance for corporate branding. |
Client portals can be branded with client logos and colors as standard for Temenos WealthSuite deployments. |
Integration & Interoperability
(8 Yes /8 Known /10 Possible features)
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Open API Supports robust APIs for data ingress and egress. |
Temenos platform provides open APIs for workflow, data, and integration as a key offering for extensibility. | |
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CRM Integration Natively connects or easily integrates with common CRM platforms. |
Integrates with leading CRM solutions; evidence from Temenos partner network and platform documentation. | |
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Core Banking/Portfolio Integration Integrates with core banking or financial data sources. |
Integration with core banking, portfolio management, and data sources is central to value proposition. | |
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Document Management Integration Connect to third-party document management systems (DMS). |
Document management integrations (DMS) are supported via open connectors. | |
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Calendar & Email Integration Syncs with calendars and email clients (e.g. Outlook, Gmail). |
Email and calendar sync (e.g. Outlook) available through add-ons; used for appointment tracking and reminders. | |
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Batch Import/Export Bulk import/export of data to diverse formats. |
Bulk data import/export is supported, including standard wealth management formats. | |
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Webhooks Support Provides webhook endpoints for real-time updates. |
Real-time updates and integrations supported through webhooks, per developer documentation. | |
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Pre-built Integration Connectors Number of out-of-the-box integrations supported. |
No information available | |
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Custom Integration Tools Toolkits or modules for building unique integrations. |
Temenos provides toolkits for custom integrations, key for fitting into bank/advisor tech stacks. | |
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Data Synchronization Frequency How frequently the system can synchronize with other data sources. |
No information available |
Compliance, Audit, & Security
(9 Yes /9 Known /10 Possible features)
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Regulatory Compliance Frameworks Built-in support for financial industry regs (SEC, FINRA, GDPR, etc). |
Regulatory compliance support is built-in for financial industry standards and regulations (GDPR, MiFID, KYC, etc.) | |
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Data Encryption (in transit & at rest) Encrypts client and workflow data at all stages. |
Uses encryption for all data in transit and at rest (per platform security docs). | |
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Comprehensive Audit Logs Full audit logs of user and system activities. |
Full audit logs are available for regulatory reporting and accountability, as is standard for the sector. | |
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Automated Compliance Checks Workflows can trigger compliance or risk alerts automatically. |
Workflows automatically trigger alerts for compliance infractions (KYC issues, missing documents, etc). | |
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Data Retention Policy Engine Configurable rules for data retention and deletion. |
Rule-based data retention and policy management available—crucial for global financial compliance. | |
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Privacy and Consent Management Capture and manage regulatory consents from clients. |
Consent management modules are available for privacy regulations. | |
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Access Timeouts and Lockouts Automatic user session timeouts and lockouts for inactivity. |
Temenos supports session timeout and access lockouts for security compliance. | |
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Incident Response Tracking Built-in workflows for managing and reporting security incidents. |
Incident workflow for tracking, reporting, and resolving security/compliance events is available. | |
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Third-Party Security Certifications System is certified against SOC2, ISO27001, or similar. |
Temenos maintains SOC2 and ISO27001 certifications for its platforms. | |
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Penetration Test Frequency Number of external penetration security tests per year. |
No information available |
Task & Case Management
(9 Yes /9 Known /10 Possible features)
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Case Tracking Full lifecycle management for client requests and service cases. |
Comprehensive case and request lifecycle tracking documented as a core feature of WealthSuite workflows. | |
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Priority Levels Supports configurable priority status per task or case. |
Tasks and cases support configurable priority and status levels. | |
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Automated Case Assignment Automatically route tasks/cases to the right personnel. |
Automated case/task routing to appropriate users/roles via rule-based assignment. | |
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SLA Management Ensures service level agreements can be set, tracked, and reported. |
SLA setup, tracking, and reporting are supported for client service requests. | |
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Progress Tracking Track status and completion % for all cases/tasks. |
Progress tracking and completion status available for all workflow steps. | |
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Bulk Task Updates Permits updating the status of multiple tasks simultaneously. |
Bulk status updates for tasks and cases are permitted through admin tools. | |
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Customizable Case Fields Allow firms to define fields specific to their processes. |
Firms can create custom data fields for workflow cases as needed. | |
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Case Queues Support for creating service, specialist, and escalation queues. |
Request, specialist, and escalation queues are supported for service/case management. | |
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Linked Cases or Subtasks Relate cases to projects, parent tasks, or dependencies. |
Cases and tasks can be linked to projects and dependencies. | |
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Concurrent Task Capacity Max number of tasks and cases system can manage in parallel. |
No information available |
Analytics & Reporting
(9 Yes /9 Known /10 Possible features)
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Real-Time Dashboards Customizable dashboards showing live metrics. |
Customizable real-time dashboards included for operational monitoring. | |
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Report Scheduler Automated, periodic report generation & delivery. |
Report scheduler and recurring reporting confirmed in analytics module. | |
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Custom Report Builder Users can design and save custom reports. |
Custom reporting tools available for business/operations managers. | |
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Exportable Reports Download or email reports in common formats (PDF, XLS, CSV). |
Reports exportable in PDF, XLS, and CSV formats for compliance and internal use. | |
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Data Visualization Library Charts, graphs, and widgets for exploring data. |
Comprehensive library of charts, graphs, and visual analytic widgets available. | |
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Drill-down Capability Analyze metrics at increasing levels of detail. |
Drill-down on metrics is supported in dashboards and reporting. | |
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Productivity Tracking System metrics on throughput, delay, and bottlenecks. |
Productivity and process bottleneck analytics are supported for workforce optimization. | |
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Compliance Reporting Templates Prebuilt reports for regulatory and compliance standards. |
Templates for compliance-centric reporting are provided out-of-the-box. | |
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Data Retention for Analytics Duration of historical analytics data available. |
No information available | |
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API Access to Analytics Data Allows access to workflow analytics data via APIs. |
APIs provide access to underlying analytics data for integration with BI tools. |
Usability & User Experience
(7 Yes /7 Known /10 Possible features)
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Modern User Interface Responsive, clean, and easy-to-use web interface. |
Modern responsive web interface is a product highlight as referenced in release paperwork. | |
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Mobile Access Native or mobile-optimized app for on-the-go workflow management. |
Mobile-optimized user experience for workflow and dashboard access confirmed by product documentation. | |
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Personalized Dashboards Users can tailor dashboards to their preferences. |
Personalized user dashboards are configurable by individual or role. | |
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Bulk Editing Tools Make changes to multiple items simultaneously. |
Bulk editing of workflow items and cases is supported via admin tools. | |
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Onboarding & Guided Tours Step-by-step guides for training new users. |
System offers onboarding wizards and step-by-step user training. | |
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Global Search Functionality Quick search across workflows, clients, cases, and documents. |
Global search across client, case, and workflow data is part of usability offering. | |
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Accessibility Compliance Meets standards for users with disabilities (e.g., WCAG 2.1). |
No information available | |
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Contextual Help & Tooltips Inline documentation and help for features. |
Inline help and tooltips available throughout the interface for end users. | |
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Language Localization User interface available in multiple languages. |
No information available | |
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User Interface Response Time Speed with which the user interface responds to actions. |
No information available |
Configuration & Maintainability
(9 Yes /9 Known /10 Possible features)
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No-code/Low-code Customization Business users can configure fields, rules, and flows without coding. |
Business users can configure workflow, fields, and rules through no-code/low-code interfaces. | |
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Configuration Version Control Track changes to workflow configurations and rollback if needed. |
System provides version control for workflow configuration changes. | |
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Sandbox/Testing Environments Safe environment for testing configurations before deployment. |
Safe sandbox environments and configuration testing available prior to production deployment. | |
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Automated Updates Receive and apply version updates automatically. |
Updated versions and feature upgrades can be scheduled and rolled out automatically. | |
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Custom Fields and Forms Add and configure user-defined fields and forms. |
Supports adding custom fields and forms to workflows and cases. | |
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Scriptable Business Logic Ability to define custom scripts or business rules (e.g., via JavaScript, Python). |
Custom script/business logic can be implemented via scripting and API connectors. | |
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Integration Test Tools Built-in tools for testing integrations before production rollout. |
No information available | |
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Configuration Documentation Automatically generate or update system configuration documentation. |
System auto-generates configuration documentation for change governance. | |
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Automated Backup Scheduling Configure regular backups of system and configuration data. |
Regular backup scheduling for data and configuration is built-in. | |
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Rolling Back Failed Deployments Undo unsuccessful configuration or workflow deployments. |
Rollback of failed workflow/configuration changes supported for service continuity. |
Scalability & Performance
(5 Yes /5 Known /10 Possible features)
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Cloud-Native Architecture Supports elastic scaling and high availability. |
Temenos WealthSuite is cloud-native and designed for high-availability deployments (per vendor site). | |
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Load Balancing Distributes user and task load for consistent performance. |
Supports load balancing and resource management for scaling. | |
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Performance Monitoring Tools Built-in tools for monitoring resource utilization and performance. |
Performance monitoring available for system admins—resource usage, queues, uptime, etc. | |
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Data Storage Capacity Maximum volume of data the system can store and manage. |
No information available | |
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Concurrent User Support Number of simultaneous users the system can support without degradation. |
No information available | |
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Disaster Recovery RTO Recovery time objective; how quickly the system can recover from failure. |
No information available | |
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Uptime SLA Guaranteed system uptime percentage, as per service level agreement. |
No information available | |
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Geographical Redundancy Ability to run across multiple data centers/regions for resilience. |
Resiliency with multi-region data center/geo-redundant deployment is a proven Temenos capability. | |
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Auto-Scaling Capabilities Automatically adjusts resources based on demand. |
System auto-scales resources to meet increased user/workflow demand. | |
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Transaction Throughput Maximum number of transactions processed per second. |
No information available |
Support & Ecosystem
(8 Yes /8 Known /10 Possible features)
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24/7 Support Availability Round-the-clock helpdesk or technical support. |
Temenos provides 24/7 support for its cloud and managed service clients. | |
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In-app Knowledge Base Library of articles, guides, and FAQs accessible within the platform. |
In-app knowledge base and help center available for client training and support. | |
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Community Forums Access to peer support and product community spaces. |
No information available | |
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Onboarding Training Services Formal training and onboarding support for new clients. |
Temenos offers professional onboarding and client training for new platform users. | |
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Professional Services Network Availability of consulting, integration, and customization partners. |
Temenos' global consulting and integration partner network is referenced in support literature. | |
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Developer Documentation Comprehensive technical documentation for extensibility. |
Comprehensive developer documentation is available for open API and integration work. | |
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Marketplace of Extensions Central hub for certified integrations, plugins, and add-ons. |
Marketplace with connectors and plugins is offered for Temenos solutions. | |
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User Feedback Mechanism Easy way for users to submit feedback or feature requests. |
Users can submit product feedback and enhancement requests via the customer portal. | |
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Release Notes & Communication Regular communication on updates, bug fixes, and features. |
Product release notes and update communications are regularly published by Temenos. | |
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On-site Support Time Availability of on-site support, measured in hours per year. |
No information available |
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