Benefits

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.

DEEPEN CLIENT RELATIONSHIPs

ACCELERATE GROWTH

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.

Customer-Centric Design with services to sales

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 OF DOCUMENTS & DISCLOSURES

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.

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]