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Presenter Profile:

How they describe themselves: Terafina was founded in 2014 by industry veterans with strategic and operational management experience in digital banking and technology. We have been innovating in the digital and omnichannel account opening space for over 5 years with repeatable and proven success.

Our solution is simple, secure and seamless helping banks and credit unions turn their online and mobile engines into strong conversion tools. We drive growth by strategically leveraging and positioning your product offerings while building a collaborative and seamless experience across all your channels – online, branches, and call centers.

How they describe their product/innovation: Terafina believes in creating a guided client experience that goes beyond onboarding and leveling up the sales process to think about how you build 30-60-90+ day lifecycle relationships. As a proven solution, we continue to innovate and broaden our reach and impact. We expanded and evolved our Digital Sales Platform to allow a bank or credit union to uniquely address the needs of the small business segment and target consumers with a single solution. This helps a financial institution deepen client relationships through lending and deposit offerings that are underpinned with an omnichannel experience that helps accelerate its growth on a single platform.

Product distribution strategy: Direct to Business (B2B), through financial institutions

Contacts

Bus. Dev. & Press: Jason Hillner, Sr. Director of Sales, jason.hillner@terafinainc.com