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.