Value proposition

Unifying the digital onboarding and sales experience across online, branch & call centers for banks and credit unions

Terafina is a software-as-a-service product company providing digital account opening services on a single platform that seamlessly unifies the experience across the online, branch and call center channels for mid market community banks and credit unions. Its unique approach from the start has been to underpin a modern digital account opening solution with a comprehensive sales platform. This combination allows its customers to bring branches and call centers into the digital account opening process whereby digital leads can be initiated in one channel and seamlessly followed through and completed on another channel. Further, cross-sell is inbuilt into its core customer experience so that a financial institution’s customers can apply for multiple products in a single buying experience without any form of data re-entry. By creating guided client experiences that go beyond onboarding and leveling up the sales process to think about how you build 30-60-90+ day lifecycle relationships with your clients, Terafina helps build a scalable foundation that drives efficiency, reduces cost, improves speed to market and stimulates organic growth.

Key Features
• Seamless, Unified Experience
• Streamlined process, for any channel and on any device

Customer-Centric Design
• Simple and intuitive step by step process
• Integrated Status Portal
• Easy operation for both clients and employees

Intelligent Cross-Sell
• Advanced insight analysis
• Drive strategic offers and initiatives
• Define and manage cross-sell parameters

Unified 360° Reporting
• Ability to see all sales interactions across all channels
• Campaign tracking
• Easy recognition of key hurdles and opportunities

Real-Time Guidance
• Alerts, reports & dashboards that provide real-time organization insight into sales performance
• High-touch & Automated lead management and abandonment follow-up

Intelligent Delivery of Documents & Disclosures
• Digital signature and delivery
• Centralized tracking & management

Omni Channel Sales Platform, Business Defined Cross-Sell, Responsive Design, Reporting & Analytics, online banking, digital banking, retail banking, digital sales, on boarding, lending, and phygital