Q3 2023 Highlights
Recently, Terafina held its first ever Terafina at Accelerate event as part of NCR’s Accelerate Conference in Nashville, Tennessee. Terafina client partners and prospects had the unique opportunity to learn from one another in focused sessions featuring several Terafina client partners representing Valley Bank ($61.70B), SouthState Bank ($44.93B), Citadel Credit Union ($5.81B), and Washington Trust Bank ($10.64B). Additionally, Terafina’s product team provided insight into key updates to the platform while delivery offered a lens into its winning collaborative philosophy and how one can uniquely leverage the Terafina ecosystem. It was an honor to host this one of a kind event and we are so appreciative to all of our guest speakers, client partners, and prospective clients for attending. 

We also had the privilege to hear from Charlie McAdams, Director of Member Engagement at Y-12 Federal Credit Union ($1.92B), in a co-hosted webinar with Callahan and Associates. Charlie shared his insight on how credit unions can stay innovative in a rapidly changing environment and how Y-12 redefined their member experience for maximum success. We enjoy learning the multiple ways in which our clients have thrived from Terafina’s multichannel and frictionless platform. 

It has been an absolutely amazing quarter for us and we were thrilled to welcome Cadence Bank ($48.84B) to our expanding Terafina family. As we begin the final countdown to 2024, we will continue to employ tools for deeper customer engagement, explore additional growth opportunities, and build upon our client collaborations.

Read along for what we have been up to and see what’s next on the horizon.

Warm Regards,

Jason Hillner
GM, NCR Terafina

Frank Hauck
President and GM, NCR Banking
Welcome to the NCR Terafina family!
Tupelo, MS
Terafina recently hosted its first ever event, Terafina at Accelerate, held in conjunction with NCR’s Accelerate Conference in Nashville, Tennessee. Terafina at Accelerate brought together our family of incredible client partners for a day to connect, explore, and grow.

We are sending a heartfelt thank you to Walt Cox, Head of Partner Banking at Valley Bank, Chrissie Casas, SVP, Director of Digital Banking and Ashley McNeill, VP, Enterprise Deposit Platform Administrator at SouthState Bank, Courtney Rowan, VP, Digital Experience at Citadel Credit Union, Tami Ferguson, SVP, Chief Client Experience Officer and Jake McCarty, VP, Information Technology Leader at Washington Trust Bank, and our moderator, Chris Miller of Cornerstone Advisors for participating in our focus sessions. We appreciate you all sharing your extensive knowledge on digital transformation and how Terafina contiues to play a key role in your financial institution's growth.

Finally, thank you to those who attended our sessions and stopped by our booth in the exhibit hall. We truly enjoyed connecting with you and hope you learned something valuable during the sessions and presented demos. To learn more about Terafina or to schedule a demo, please visit

Please take a moment to look back at our time in Nashville!
“You can't question that the reporting capabilities of Terafina are leaps and bounds ahead of what we had previously and are directly in alignment with what we were hoping they would be.” 

In our latest co-hosted webinar with Callahan & Associates, Charlie McAdams, Director of Member Engagement at Y-12 Federal Credit Union discussed Y-12’s approach to choosing a Fintech partner and why other credit unions should prioritize fintech partnerships too, along with how Y-12 is redefining the member experience through digital transformation. Watch here.
Stay tuned for the next edition of Quick 5 with Terafina Trailblazers featuring one of our client partners sharing their perspective digital transformation.

To view current and past client features, please visit here.
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“Terafina has created a digital application experience that delivers the first impression that we want to give new customers. We plan to develop our next phases with Terafina as we utilize their platform and its many benefits to help meet the changing needs of our customers."

-Uma Wilson, EVP, Chief Information & Product Officer, UMB Bank