DIGITAL ACCOUNT OPENING AND OMNICHANNEL SALES PLATFORM

For Banks & 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

"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

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

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

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

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

COO and CIO, Gesa Credit Union

Our clients

UPCOMING EVENTS AND ANNOUNCEMENTS

Terafina Cover Story with The Financial Brand

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

Washington Trust Partners with Terafina

Washington Trust sees 192% increase in new accounts opened online between January and April

Terafina's Fasttrack Digital Storefront

Start onboarding new consumers and new small businesses digitally

Citadel Partners with Terafina

Citadel leverages Terafina’s single platform for launching DAO and omnichannel transformation

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.