Terafina

The Terafina Solution combines channels and products in one platform to enable a true Omni Channel Sales process for Financial Organization. By creating a seamless sales process through any digital device Terafina enables organizations to provide a consistent easy to manage process during account opening. - Responsive design ensures compatibility with all digital devices allowing your customers as well as employees to open accounts remotely - Built in Cross-Sell provides a great value to organizations supporting account opening for any of the banking products (deposit, credit-card, personal loans, real-estate, commercial) or any combination of them - Lead generation capability increases cross-channel efficiency as incomplete applications are captured for follow-up through a set of workflows and rules - Compliance & Disclosure delivery is consistent during the application process, providing channel specific disclosures - E-Sign services are embedded for a quick and efficient delivery of documents - A unique data structure ensures full visibility and insight into the application process, providing both click-stream and meta data reporting capabilities