Omnichannel Solutions Developed and Supported by Leading Industry Experts​

With over 5 years of comprehensive research and data that we have gathered from our work with clients, Terafina has developed a unique multi-faceted approach that knows when and how often to intercede in the sales process and drive high quality leads that radically enhance customer engagement.Our targeted approach from the start has been to underpin a modern digital account opening solution with a comprehensive sales platform. This differentiated approach allows us to drive significantly higher conversion of digital leads into opened accounts by bringing other channels (call center and branch) into the conversion process. Our approach is centered on three main pillars: continuous innovation, building rapid value and 24/7 support.​

Continuos Innovation

We use analytics to keep your organization ahead of the curve. Our experts review data on an ongoing basis to help you optimize your customer experience and business performance.

Continuos Innovation

We use analytics to keep your organization ahead of the curve. Our experts review data on an ongoing basis to help you optimize your customer experience and business performance.

Rapid Value

Our staff provides your team with a strategic framework for integrating our platform into your environment for fast results

Rapid Value

Our staff provides your team with a strategic framework for integrating our platform into your environment for fast results

24/7 Support

Your platform is always up and running, utilizing the latest in technology standards. All upgrades are deployed automatically with no interruption to your business.

24/7 Support

Your platform is always up and running, utilizing the latest in technology standards. All upgrades are deployed automatically with no interruption to your business.

CUSTOMER SUCCESS STORIES

Terafina’s customers have realized huge increases in revenue and profit and greatly improved cross-sell opportunities. See some of our client testimonials below.

Greg Mitchell, CEO of First Tech Federal Credit Union explains the innovative ways Terafina has helped accelerate First Tech’s growth in a very short period of time.

Don Miller, CEO and Raj Bandaru, EVP Member Support & Services with Gesa Credit Union are using Terafina’s single platform to power a seamless member and associate experience

We made it possible!

Sales Growth
0%

Terafina’s customers experience an average of 18%-35% in sales conversion boost across their product lines by deploying our digital sales & enrollment technology platform. The key is to both enable onboarding and also turn your online & mobile channels into a lead generating engine for the entire company.

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.

UNIFIED EXPERIENCE

Our platform delivers a consistent, unified experience in any channel and on any device, creating a seamless experience on a screen, on a call, or in a branch. A complete end-to-end product solution, delivered in 90 days!

UNIFIED EXPERIENCE

Our platform delivers a consistent, unified experience in any channel and on any device, creating a seamless experience on a screen, on a call, or in a branch. A complete end-to-end product solution, delivered in 90 days!

INTELLIGENT CROSS-SELL

With its advanced customer insight analysis, our platform provides personalized recommendations for each customer, so you can present the right offer, at the right time, in the right channel.

INTELLIGENT CROSS-SELL

With its advanced customer insight analysis, our platform provides personalized recommendations for each customer, so you can present the right offer, at the right time, in the right channel.

CUSTOMER-CENTRIC DESIGN

The simple and intuitive step-by-step process makes it easy for your customers to open an account or complete an application, so you can focus more on completing forms.

CUSTOMER-CENTRIC DESIGN

The simple and intuitive step-by-step process makes it easy for your customers to open an account or complete an application, so you can focus more on completing forms. Powerful services to sales capabilities turn every customer services encounter into an opportunity for a new sale.

SECURE DELIVERY

Automatically deliver the right disclosures during any interaction and generate the right compliance documents – all from a single console. Get a comprehensive audit trail with operational reporting and dashboards.

SECURE DELIVERY

Automatically deliver the right disclosures during any interaction and generate the right compliance documents – all from a single console. Get a comprehensive audit trail with operational reporting and dashboards.

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Terafina Inc.

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.

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Case Studies.

> Synovus
> Listerhill
> PlainsCapital Bank
> Gesa CU

> Patelco

> Fasttrack Digital Storefront

We are here.

2430 Camino Ramon, San Ramon, CA 94583
Phone: +1 (510) 573-6210
Email: sales@terafinainc.com

© Copyright 2014 - 2020, Terafina Inc. All Rights Reserved

Fasttrack Digital Storefront

Terafina's digital storefront provides banks and credit unions with key digital account opening capabilities that include a comprehensive, real-time KYC and KYB process to onboard new consumers and new small business customers that are unable to do so in branches right now. In some instances, our capability is helping financial institutions expand the reach of their small business lending programs including the current PPP SBA Loan program by extending it to new small business customers. We believe this particular added value brings a much-needed solution to aid more small businesses that can significantly benefit from the SBA loan programs.

Fasttrack Digital Storefront

Terafina's digital storefront provides banks and credit unions with key digital account opening capabilities that include a comprehensive, real-time KYC and KYB process to onboard new consumers and new small business customers that are unable to do so in branches right now. In some instances, our capability is helping financial institutions expand the reach of their small business lending programs including the current PPP SBA Loan program by extending it to new small business customers. We believe this particular added value brings a much-needed solution to aid more small businesses that can significantly benefit from the SBA loan programs.