Simplifying the
Online Account Opening Process

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.

Quick and Easy
Shopping

Unified Experience

Speed to
Market

Leverage Branch
Expertise in
Digital Age

Personalized
Journey

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.