DIGITAL ACCOUNT OPENING AND OMNICHANNEL SALES PLATFORM

For Banks & Credit Unions

Consumer Deposits​

Easy account opening in minutes for standard checking, savings, IRAs, HSAs, ESAs, and many more. Offer additional relevant and complementary products with cross-sell capabilities.

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Consumer Loans & Cards​

Offer consumer loans, including personal loans such as vehicle and student loans. Also leverage options for personal lines of credit, rewards and advantage credit cards.

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Real Estate​

Comprehensive real estate products for first and second mortgages, home equity lines of credit and refinances. Prebuilt mortgage loan origination system integrations, like Ellie Mae Encompass, provide seamless experiences and drive faster processing times.

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Small Business Deposits​

Empower small business owners to open a small business checking or credit card account with a seamless account opening experience. Supports sole proprietorships, single- and dual-member LLCs, limited partnerships and unincorporated organizations.

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Small Business Lending​

Deliver differentiated value in small business lending by using multiple channels to drive sales productivity and enhance the customer experience. Supports sole proprietorships, single- and dual-member LLCs, limited partnerships and unincorporated organizations.

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Commercial Deposits​

Drive efficiency and reduce the friction of onboarding intricate commercial relationships. Complex applicant entity structures can be opened simultaneously to optimize engagement, reduce onboarding times, and cut down on back-office support.

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TESTIMONIALS

LATEST ANNOUNCEMENTS

C&A/Valley Strong Credit Union Webinar

Terafina clients share their insights on the successful impact of digital onboarding 

Q1 2022 Highlights

Catch up with NCR Terafina in the Q1 2022 Highlights

The Financial Brand Insights Spring 2022

How innovative bank
and credit union leaders
prioritize onboarding
to scale and deepen
customer relationships

NCR Terafina named overall leader in Javelin report

2021 Small-Business Digital Account Opening Scorecard

Are you ready to synchronize your branch, call center and digital channels in a way like never before?

Our sales team is ready to help you. Call us at 510-573-6210 or email us at sales@terafinainc.com.