Terafina Revenue and Competitors

Terafina Digital Sales Platform (DSP) addresses the opportunity to bridge digital with traditional. Why omni-channel or a new term: phygital According to a 2017 study by J.D. Power, 71% of customers averaged 14 branch visits in the past year. Surprising In fact, 78% of new accounts are opened in branches! This will change over time as 49% of millennial, 31% of Gen X use mobile banking. So what are you doing to make sure you can tie all of these channels together - so that a customer can easily start a new relationship with you online and in the branch How are you leveraging the online channel to make sure the people who prefer to do business in the branch are contacted Built on industry best practices, the Terafina Sales Platform integrates all your sales channels and products, on all devices and touch points, from lead generation to closed sales. Creating a seamless sales and lead management system that drives as much as 50% more top-line growth. Your customers and employees enjoy a seamless experience and you gain new visibility into your institution's sales performance. Key Features of the Terafina DSP Seamless, Unied Experience Streamlined process, for any channel and on any device Customer-Centric Design Simple and intuitive step by step process Integrated Status Portal Easy operation for both clients and employees Intelligent Cross-Sell Recommendation Engine Advanced insight analysis Drive strategic offers and initiatives Define and manage cross-sell parameters Unified 360° Reporting Ability to see all sales interactions across all channels Campaign tracking Easy recognition of key hurdles and opportunities Real-Time Guidance System Alerts, reports & dashboards that provide real-time organization insight into sales performance High-touch & Automated lead management and abandonment follow-up Intelligent Delivery of Documents & Disclosures Digital signature and delivery Centralized tracking & management across all channels