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Terafina Inc

Posted by Ron C on November 30, 2017 at 7:19pm

Address: 43433 Mission Blvd, Suite 210, Fremont CA 94539

Sales Contact: Rajesh Patil

Phone: 408.859.3121

Business Since: 2014

Number of Customers: 5

Offering Overview

Delivering Omni-Channel Sales Platform for Credit Unions that will deliver enhanced Digital Experience for Members and help Credit Unions manage all product sales funnel to increase conversion ratio. Terafina platform supports multiple products with a single application with cross-sell capabilities.

Digital Experience

  • Mobile first design with unified experience across all devices
  • Customer, banker and call center share one experience
  • Single experience supports all consumer products: deposits, credit cards, consumer and real estate loans
  • Integration into bank & 3rd party data sources drives auto pre-fill and cross-sell

 

Sales Platform

  • Lead capture to fulfillment
  • Abandoned lead management to drive higher sales conversion and key insights
  • Multi product application with embedded cross sell

 

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Offering

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