Industry Experts Form Terafina
to Create the First Fully Integrated
Omni Channel Sales Solution

JULY 8, 2017 10:35 AM EDT


SAN FRANCISCO, California. A group of financial services experts have formed a new company called Terafina, Inc. to enable banking institutions to reach their customers anytime, anywhere and through any device. This Omni Channel approach combines digital, call center and branch channels to create a common sales platform based on cloud technology and big-data capabilities.

The Terafina Solution offers key benefits that retail banks, credit unions and finance companies are looking for in an Omni Channel Sales Platform;

Revenue & Efficiency
Enables the highly efficient acquisition of new and deepening of existing relationships.

Mobility and Digital
For employees on the go, the responsive design approach provides mobile access and assures customer interactions are rich on all digital devices.

Consistent, Quality and Ubiquitous Customer Experience
Allowing organizations to be wherever customers are interacting with them, providing seamless hands-off support when necessary, while delivering great customer experiences throughout the entire sales process.

Analytics & Reporting
Big Data capability made simple, in combination with real-time monitoring across an entire organization, the platform offers a unique combination of both meta & click-stream data.

Compliance and Regulation Adherence
Providing consistent management of policy, disclosures and a delivery mechanism for assuring compliance throughout the sales process is met.

The newly formed management team is comprised by Meheriar Hasan, Principal Founder and CEO, Boris Grinshpun, Co-founder; Tiffani Montez, VP Support & Implementation.

"Today's customers are more connected than ever before, every sales interaction today spans multiple channels, devices and products which customers are looking to purchase," said Meheriar Hasan, Principal Founder and CEO of Terafina. "As a team who has seen firsthand the obstacles that institutions are facing when it comes to creating consistent multi-channel customer experiences, we challenged ourselves to be innovative in how we brought this first product to market."

Meheriar Hasan is a proven thought leader and seasoned expert within the digital banking space. As the principal founder of Terafina, he brings 27 years of hands-on experience building both direct to consumer and digital distribution channels at Transamerica, Digital Insight, Wells Fargo & US Bank. Under his leadership these organizations have achieved worldwide recognition as leaders and innovators in the financial services industry, leading to increases in revenue and positive consumer sentiment. Hasan currently serves as a Board Member at Mechanics Banks and has been a frequent guest lecturer at the University of Southern California, Marshall School of Business. Hasan holds a Master of Science in Finance, Master of Arts in Economics and a Bachelor of Arts in Economics with a minor in Mathematics from the University of Arizona.

Terafina Inc. based in San Ramon, CA unifies the digital onboarding and sales experience for banks and credit unions across the digital, branch, and call-center channels. Terafina offers the broadest spectrum of products digitally to your customers including all consumer deposits, consumer lending, mortgage, small business deposits, small business lending and commercial deposits on one single platform.

Terafina helps financial institutions turn their online and mobile engines into strong conversion tools that drive growth by strategically leveraging and positioning product offerings - all while building a collaborative and seamless experience across your channels. By maximizing sales opportunities at every touchpoint and interaction, Terafina reduces friction and moves more applications to completion.

To learn more about how Terafina allows financial institutions to deepen customer relationships, check out its cover story with The Financial Brand on Rethinking Your Delivery Model. In addition, its newest fasttrack digital storefront offering is providing FIs a unique opportunity to accelerate deployments and better serve its existing and new customers.

For more information about Terafina Inc, visit www.terafinainc.com. Stay up to date on the latest with Terafina by following on LinkedIn and Twitter .

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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.