Fasttrack Digital Storefront:
Start Onboarding New Consumer and New
Small Business Customers Digitally
UPGRADE YOUR DIGITAL ONBOARDING
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 consumer 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.
Get up and running with a standardized and expedited implementation
Onboard new small business and new customers in minutes
Establish efficient deposit gatherings and loan onboarding capabilities
Leverage remote sales capacity, particularly underutilized branch expertise, and offer real time financial advice and guidance
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"Few partners have added the value that these guys have. A fantastic set of products and even a better team that not only gives you hard work but practical intelligence. They have been the source of many great ideas.”
Chief Strategy Officer, CenterState Bank
"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."
Chief of Retail Banking Services, PlainsCapital Bank
"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."
Senior Executive Vice President - Retail Lending and Deposits, Bank of Hawaii
"Terafina offers a fully automated platform that helps create personalized experiences. This new partnership will help us uniquely address our members’ needs."
CEO, Citadel Credit Union
"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. Moreover, as we continue to expand our reach into new markets, we are excited about this partnership helping us meet and exceed our growth objectives for 2020 and beyond."
CEO, Listerhill Credit Union
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Our sales team is ready to help you. Call us at 510-573-6210 or email us at email@example.com.