Digital Account Opening and Omnichannel Sales Platform for banks & credit unions

MODERN APPROACH TO CLIENT ENGAGEMENT

Terafina’s solution supports multiple products on a single platform making it easy for your financial institution to stay ahead of the curve. It’s easy for customers to apply and simplifies the offering of products and services that make sense for your clients.

LEADING INDUSTRY EXPERTS WITH PROVEN SUCCESS

With leadership that share a wealth of digital banking and banking technology experience, Terafina continues to help banks and credit unions throughout the country accelerate growth and deepen client relationships.

SIMPLE, SECURE, AND CORE INDEPENDENT

Our reliable and regulatory compliant platform is safe and secure offering a hassle-free experience. We have built over 30 connectors to core banking systems, lending origination systems, KYC solutions, CRM systems, data aggregation and data pre-fill providers.

About the partner 

Industry's First Omni Channel Sales Platform for Financial Institutions

Terafina provides the Industry's First Omni Channel Sales Platform combining digital, call center and branch sales processes and technology in one platform. Key components such as its integration with DocuSign deliver a seamless sales experience for customers as well as employees, ensuring compliance and disclosure delivery as well as driving application completion and increasing sales for financial organizations.

Key Benefits

  • Increase Sales Across all Channels
  • Provide Omni Channel Sales Experience​
  • Enhanced Visibility & Insight into Organizational Sales Performance
  • Full Mobile and Digital Capabilities through Responsive Design
  • Improved Channel Effectiveness through Lead Generation