Omni – channel digital banking Sales and Services

The Terafina Omni-Channel Sales and Services Platform for financial institutions maximizes multi-product (deposit and loan), and enables Service to Sales transactions across all channels. It offers a customer-centric digital interface, connects all channels, systems, and products. It is a catalyst for a profitable top line sales growth for the financial institutions. The platform enhances the user experience; smart cross-sell offers, provides real-time visibility and keeps the organization compliant. Our closed loop solution maximizes each customer sales interaction through highly efficient on boarding of new customer and deepening of existing customer relationships through cross-sell.

Key features:

  • Simple & Intuitive application flow across all products & channels
  • Single platform for consumer and commercial products: one application for multiple products with a shopping cart approach
  • Coverage of digital, mobile, call-center, and branch channels
  • Analytics suite well beyond underwriting status, insight into the entire process by channel
  • Intelligent cross-sell capability that maximize customer interactions to offer the right product, at the right time, in the right channel
  • Embedded cross-sell vs. post initial sale only
  • Powerful features like ‘Cross-Sell’, ‘Pre-Fill’, and ‘Save & Retrieve’ to meet customer challenges and expedite the sales process across the organization
  • Real-Time Lead Management Capability that captures abandoned and incomplete applications to help you “win back” customers
  • Lead management function vs simple queues and emails – a true centralized lead/opportunity management solution
  • Electronic Document Delivery Engine that allows you to deliver, sign, and track disclosures across all channels & products
  • Reports & Dashboards that provide real-time organizational insight into sales performance
  • Cloud-based so its scalable, secure and faster to deploy

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