Q2 2023 Highlights
Partnering with our clients and discovering the unique ways they leverage the Terafina platform is always exciting. Recently, five of our amazing clients were spotlighted in a feature cover story with The Financial Brand Insights Magazine where they shared their insights on utilizing Terafina to customize a holistic, digital experience that prioritizes customer needs.  

We also had the incredible opportunity to hear from Cindy Blackstone, Chief Retail Officer, Southside Bank ($7.79B), in a Banking Transformed podcast with The Financial Brand. We love learning all the ways our clients have benefited from Terafina’s omnichannel offerings and how we continue to find new and exciting paths to forge together. 

This past quarter we were thrilled to welcome Stockman Bank of Montana ($6.18B) to the Terafina family. Additionally, our client, Synovus Bank ($61.73B) expanded their product offerings to include small business deposits in the digital channel. 

As we are committed to advancing the digital onboarding landscape, we are pleased to announce our latest product offering, Brokerage Services. Brokerage Services is designed to expand relationships with customers by allowing them to open investment accounts and trade investment products. This is yet another offering that financial institutions can utilize to enhance and deepen their customer relationships.

As we enter the second half of this year, we are excited to see what new and exciting avenues will emerge. We are continuing to position ourselves for greater growth, more collaborative opportunities with our clients and partners, and providing customer-centric service. 

Please take a look back at Q2 and see what we have coming up next.

Warm Regards,

Jason Hillner
GM, NCR Terafina

Frank Hauck
President and GM, NCR Banking
Welcome to the NCR Terafina family!
Miles City, MT
Learn how 5 of our innovative client leaders are designing a holistic digital experience that endures with NCR Terafina in the latest issue of The Financial Brand Insights, Summer 2023

Thank you to our amazing client partners for sharing their vision of what a comprehensive digital transformation looks like for their financial institutions. We look forward to many more collaborative opportunities in the near future.
In our latest co-hosted podcast with The Financial Brand, Cindy Blackstone, Chief Retail Officer, Southside Bank, sat down with us to discuss the success Southside has experienced with digital account opening and the benefits of having a fintech partnership with Terafina. Listen here

Cindy on the effect of new digital account opening after implementing Terafina: “The impact has been incredible, we rolled this out early December of last year. So, its only been a few months that we've been live on the system. On average, we've seen 150% increase in new accounts. Additionally, 48% of those have been customers that were not Southside customers previously, and we're seeing our customers use it as well.”
The latest product enhancement, Brokerage Services, is now available for banks and credit unions to diversify their product portfolios.

The Brokerage Services module allows customers to open investor accounts and trade investment products. Once the account is set up, the investor can deposit funds and place investment orders through the brokerage account, and the transactions will be carried out by the brokerage firm on their behalf. As a result, financial institutions become a key figure in an investor’s financial growth by providing an additional account opening module within their product offerings, thus allowing the investor to open an account quickly and seamlessly.

To learn more about Brokerage Services, please visit the Brokerage Services page on our website and contact
We would like to shine a spotlight on Amit Wagle and Mukul Gosavi for their exemplary leadership and service to Terafina clients. Both Amit and Mukul are members of the Terafina delivery team and have led teams through successful digital onboarding rollouts for multi-billion dollar financial institutions. Clients and Terafina employees alike have raved about Amit and Mukul’s steadfast dedication, patience, and professionalism.

We appreciate and applaud Amit and Makul for their hard work and collaborative mindsets. Keep up the great work!
Stay tuned for our upcoming webinar with Callahan & Associates that will feature a leading credit union partner and their distinctive approach to digital onboarding.

To view current and past client features, please visit here.
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“Digital channels are an important part of our strategy to acquire new members as well as bring new products and services to current and prospective members. We want our partners to think strategically and solve problems with us while exploring solutions and executing tactically. The NCR Terafina platform allows us to expedite integration with third parties to build a compelling and effortless experience for our members.”

-Kal Majmundar, Chief Technology Officer, Patelco Credit Union