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Terafina

By Terafina

Omni Channel Sales Platform for Financial Services Industry

Starting at $25   USD/user/month
Industries
Financial Services
Business Need
Sales

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.

  • Customer Testimonial

Compatibility

Salesforce Editions
Enterprise
Unlimited

App Details

Version
Terafina/4,72 4.72.0
Listed On
07/14/2014
Latest Release
03/04/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 38
Custom Tabs: 15
Custom Apps: 1
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
4.72.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
07/01/2014

Additional Details

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

Need help?

Terafina

Support Phone+1 510-573-6210
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