Terafina Omni Channel Sales Platform

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