Helping a major financial institution implement a new vault system


Vaultex assisted with the implementation of a new vault management system for a UK financial institution.

The client was looking to upgrade its Vault management and forecasting system from SAP to Transtrack CWC software.

Given our unique understanding of both the software and cash centre operations, Vaultex Consulting Services was asked to advise during the transition and provide comprehensive training to enable a high level of competency in the management of the new software.

We implemented a four-phase strategy to evaluate the existing cash operation.


  • Understand requirements

    We engaged with the client’s key stakeholders to understand what functions in the legacy system that would need to be replicated.
  • Identify gaps

    We assessed current system functionality against new software capability to identify any additional development required prior to implementation.
  • Develop solutions

    We assisted the software supplier in building developments to bridge system gaps.
  • Implementation and training

    We designed a training strategy, provided materials and delivered new software workshops across the estate prior to going live. We also provided post-launch support.

Customer Benefits

A seamless service: Successful transition to new vault management system.

Confidence in the new system: Completion of comprehensive training to ensure staff readiness on day of rollout.