WHO WE ARE

Terafina was founded in 2014 by industry veterans with strategic and operational management experience in Digital Banking and Technology. We have been innovating in the digital and omnichannel account opening space for over 5 years now with repeated proven success stories.

What We Do

We focus on not just addressing account openings but creating a guided client experience that goes beyond onboarding and leveling up the sales process to think about how you build 30-60-90+ day lifecycle relationships with your clients. Our solution is simple, secure and seamless and helps banks and credit unions turn their online and mobile engines into strong conversion tools.

 

We drive growth by strategically leveraging and positioning your product offerings while building a collaborative and seamless experience across all your channels – online, branches, and call centers. While others choose to focus on emphasizing account openings, we believe in taking a much more proactive and targeted approach that has lasting impact.

BEYOND ONBOARDING

STRONG CONVERSION

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IMpact

MEET THE LEADERSHIP TEAM

Meheriar Hasan

Founder & CEO

Ashwin

Ashwin Goyal

President & COO

Jason Hillner

Sr. Director, Sales

Karthik Vaidyanathan

CTO

Kaushal Pandia

Director, Products

Vijay Krishnan

Sr. Director, Customer Success

Sunil Krishnan

Head of Engineering

Dinesh Kale

Sr. Director, Customer Success

Jon Naseath

Director, Finance

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]