Terafina DSP

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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.

Key Features

  • 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

Key Benefits

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.

Product/Service details