Terafina – Digital Account Opening and Sales Platform for Community Banks and Credit Unions

OmniChannel Sales Platform for Community Banks and Credit Unions

Seamlessly align your branches, call centers, and digital channels to deepen client relationships and grow sales

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.

TESTIMONIALS

Clients expect a personalized journey across channels and when they prefer it, a knowledgeable sales team that can easily and readily address their questions and needs in real-time. By enabling a financial institution like ours to rapidly evolve the customer experience, Tessellate humanizes the digital experience and we are able to cultivate deep, long-lasting and profitable member relationships.

Raj Bandaru

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COO and CIO at Gesa Credit Union

Our new investment in Terafina is another example of our strategy to continuously invest in technologies and processes tailored to address members' unique evolving needs. Terafina’s Digital Sales Platform delivers a modern digital experience to our members and equips KeyPoint with the capability needed to deepen member relationships.

Anthony Vitale

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CIO at KeyPoint Credit Union

Terafina helped us leapfrog ahead of many of our competitors and transformed First Tech to become a very relevant 21st century player.

Greg Mitchell

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CEO at First Tech Federal Credit Union

Our clients

UPCOMING EVENTS AND ANNOUNCEMENTS

Finovate Spring 2019

Join us in San Francisco and check out our Demo at FinovateSpring 2019

on May 8 -10, 2019

Gesa Partners with Terafina

Gesa Credit Union Enhances Member Experience with Real Time Sales and Service

KeyPoint Partners with Terafina

KeyPoint Credit Union Boosts Sales with Adoption of Terafina Solution

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 [email protected]