January 2021
Digital Account Opening is Red Hot
As Cornerstone Advisors recent What’s Going On in Banking 2021 study noted, Digital Account Opening was identified as the #1 top five hottest technologies. This proved to be true for Terafina in 2020 and we are continuing to see this trend manifest in 2021. 
As we dive into a new year filled with great possibilities, we wanted to share some of our best highlights from 2020. We navigated a number of pivotal changes given the pandemic, working closely with our growing client and industry partners to lead and adopt digital transformation. We couldn't be more grateful for their trust and confidence in us and their willingness to learn and grow together. It is truly remarkable!
Our focus continues to center on our platform enhancements and finding better ways to attract, engage, and retain customer relationships. We continue to evolve our product suite most notably prioritizing small business needs with both our deposits and lending offerings to help financial institutions be there for small business customers. Additionally, our investment in commercial deposits and mortgage has helped evolve our product portfolio while also enabling our client partners to leverage our unique capability to support multiple digital brands and themes on a single platform.

We are committed to staying ahead of the industry curve by providing high quality service and helping banks and credit unions deepen customer experiences while accelerating organic growth. Please take a minute to check out some of what we have been up to this past year with amazing new client relationships, podcast and cover story features, and a glimpse into what we have lined up for Q1 2021. 
We encourage you to take the time and learn how you can move to digital now! 
Warm Regards,
Meheriar Hasan
Founder and CEO
Upcoming Webinar: February 23, 2021
Stay tuned for upcoming webinar with NCR & Terafina
Featuring Karl Geisler, SVP Digital Strategy, Community America Credit Union

  • The benefits of Terafina’s integrated onboarding and sales platform
  • The broad spectrum of products, including consumer deposits and lending, real estate, small business deposits and lending, and commercial deposits
  • How you can lower acquisition costs while increasing conversions
  • How this solution consolidates disparate front-end systems with a flexible UI
2020 Highlights
Washington Trust Deploys Digital Account Opening with Terafina
Washington Trust Bank sees 192% increase in new accounts opened online between January and April 2020 and unique page views increased by 143%. 

Rethinking Your Delivery Model
Terafina's cover story delves into how to retool for success in a rapidly changing environment. Building an integrated sales model informed by your institution's customer segmentation, product set, and channel mix is critical for driving growth.

CenterState Bank and Bank of Hawaii See Fantastic Growth with Terafina
Check out Shirley Fiano, Director Digital Delivery at CenterState Bank and Ruth Erickson, EVP eCommerce & Demand Center at Bank of Hawaii discuss simplifying the online account opening process.

Exciting New Client Partnerships
From Synovus Financial based in Columbus, GA and First Financial Bank based in Terre Haute, IN to Community America Credit Union in Lenexa, KS and Nuvision Federal Credit Union in Huntington Beach, CA, Terafina's diverse client partnerships represent great innovative desire for digital transformation and always putting the needs of customers first.

Terafina Stands Out at CUNA GAC February 2020
Jason Hillner, Head of Sales, presents during the lightning round sessions at CUNA GAC in Washington, DC to showcase the power of aligning your digital account opening needs across all your sales channels (online, branch, and call center) to reduce costs, drive efficiency, improve speed to market and scale growth. 

Fast Track Digital Storefront
Start Onboarding New Consumer and New Small Business Customers Digitally

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