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Terafina Omni Channel Sales Platform

Omni Channel Sales Platform for the Financial Services Industry

Overview

Terafina provides a Fully Integrated Omni Channel Sales Platform for Financial Institutions. The Application provides a seamless sales experience combining digital, call center & branch sales in one platform for all key banking products.

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See How Terafina Omni Channel Sales Platform Works

  • Consistent Customer Experience Across Channels

  • Increases Top Line Revenue while delivering Operational Efficiency

  • Provides Real-Time Sales Visibility

The solution delivers a frictionless process to enable rapid revenue growth while lowering the cost of acquisition for targeting new and existing customers for a financial institution. The key capabilities are : Omni Channel - Unified experience across digital, call center and branch - One experience across desktops, phones and tablets Cross Sell - Combine lending and deposits products in one selling experience - Boost sales conversion by using all channels to progress and close customer experience Rapid go to market - 35+ pre-built connectors to core, LOS, KYC, funding and a mature framework to build new ones Cross Segment - Single platform to support consumer and small business segments drive deeper relationships and higher operational efficiency - Reuse customer data, integrate into common (back end) systems and cross sell across segments

Categories

Business Needs
Sales
Industries
Financial Services
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Multiple Currencies
Salesforce Shield
Managed Package
Lightning App Builder

More from Terafina

  • Terafina
    by Terafina
    Terafina provides a Fully Integrated Omni Channel Sales Platform for Financial Institutions. The Application provides a seamless sales experience combining digital, call center & branch sales in one platform for all key banking products.
    Sales