The Terafina DSP is a digital sales platform designed to accelerate organic growth, deepen wallet share and build new relationships for banks and credit unions.
Mobile & Online account opening experience supporting retail & small business products
Consistent omni-sales experience across all channels (digital, branch & call center)
Smart embedded cross sell in the account opening workflow
Multi-product acquisition and account opening workflow
Abandon lead management - Capture and convert abandoned leads
Real time reporting in the bank’s omni-sales funnel
A partnership with Terafina will entail a deep understanding of an organization’s digital vision, goals and objectives. We’re an active-listening organization that will create seamless client, prospect and firm personnel experiences across all channels, all devices, that positively impacts your financials through deeper client relationships.