Digital Banking – Sales and Services

Omni-Channel Digital Banking Sales & 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 profitable top-line sales growth for 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 onboarding of new customers and deepening of existing customer relationships through cross-selling.

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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