Terafina and PwC Form
Strategic Alliance to Bring Fully Integrated
Omni-Channel Solution to
Financial Services Institutions

MARCH 23, 2016 11:00 AM EDT

SAN FRANCISCO, California. Terafina Inc, developer of an intelligent omni-channel sales platform for financial institutions, and PwC, today announced they have formed a strategic partnership to combine the deep financial services experience and business transformation capabilities of PwC with Terafina's integrated omni-channel platform for financial incumbents. 

"Terafina is a reflection of the type of emerging company we seek to partner with as part of our @Scale program," said Dean Nicolacakis, Principal, FinTech Co-lead of PwC. "Terafina's integrated omni-channel platform helps address a critical need among today's major financial services institutions. Together we can build, test and scale the platform, and integrate it into a broader suite of services to deliver even more value to our clients." 

As part of the partnership, Terafina also joins PwC's @Scale program, an innovation marketplace comprised of leading companies with targeted solutions for today's financial incumbents. PwC's @Scale program provides a platform to help partners scale quickly, while simplifying innovation consumption for financial services clients by helping enable readiness, relevance and fit.

"We are delighted to formalize our relationship with PwC, one of the largest and most respected global consulting firms in the world," said Meheriar Hasan, CEO of Terafina. "Today's financial institutions are operating in a complex marketplace with increasing regulatory challenges. Meanwhile, the proliferation of digital technologies is driving an ever increasing demand for anywhere, anytime access, across any device. Our omni-channel platform combined with PwC's experience and global reach will enable more financial institutions to benefit as they transform into digital companies." 

The Terafina platform helps financial institutions enhance sales performance by delivering a seamless, consistent customer experience across all channels. It enables retail banks, credit unions and finance companies to create a differentiated user experience anywhere, anytime, across devices, bridging the gap between digital, call centers and branches into one intelligent omni-channel solution. 

Benefits of the platform include:

Revenue Growth:
Enables the efficient acquisition of new clients and helps deepen existing relationships.

Provides mobile access anywhere, anytime, across devices along with a rich suite of digital capabilities.

Customer Experience:
Allows institutions to connect with customers wherever they are, provide seamless support, and deliver an exceptional customer experience throughout the sales process.

Real-Time Analytics:
Enables employees to acquire instantaneous and actionable insights and drive cross-sell opportunities.

Compliance and Regulation Adherence:
Provides consistent management of policies and disclosures while helping to enable compliance throughout the sales process. 

About PwC
At PwC, our purpose is to build trust in society and solve important problems. We're a network of firms in 157 countries with more than 208,000 people who are committed to delivering quality in assurance, advisory and tax services. Find out more and tell us what matters to you by visiting us at www.pwc.com. PwC refers to the PwC network and/or one or more of its member firms, each of which is a separate legal entity. Please see www.pwc.com/structure for further details.
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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