Terafina clients Synovus and Washington Trust join the Banking Transformed podcast to discuss innovation in onboarding.

NCR Acquires Terafina to Expand its Digital First Banking Platform

Terafina 2020 Highlights - Year in Review

Synovus Financial to Power Online Account Opening with Terafina Inc.

Time to rethink your delivery model for success in rapidly changing environments

Fasttrack Digital Storefront: Onboard New Small Businesses and Consumers Digitally

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.

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.

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.

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.

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.

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.

TESTIMONIALS

"Terafina’s partnership allows us to deepen our existing member relationships and develop new ones, while also helping us to be proactive in meeting our members diverse financial needs."

Brad Green

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CEO, Listerhill Credit Union

"As we continue to focus on providing an exceptional customer experience, we are excited to partner with a company like Terafina. We strive to bring our customers the very best experiences and take pride in being consistently named one of America’s best banks.”

Matt Emerson

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Senior EVP and Director of e-commerce, Bank of Hawaii

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, First Tech Federal Credit Union

"We have been able to significantly improve the onboarding experience while penetrating the retail segment with small business products. This unique capability has added great value to our customers' experience.”

Matt Adkins

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Chief of Retail Banking Services, PlainsCapital Bank

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, Terafina’s new UX library, 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, Gesa Credit Union

Our clients

LATEST ANNOUNCEMENTS

Terafina clients on Banking Transformed podcast

See what insights they shared in the latest podcast episode.

NCR Acquires Terafina

Find out what the future holds for NCR and Terafina.

Terafina 2020 Highlights - Year in Review

Digital Account Opening is Red Hot

Terafina Partners with Synovus

Synovus Financial to Power Online Account Opening with Terafina Inc.

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.