Digital Banking – Sales and Services
Omni-Channel Digital Banking Sales & Services
The Terafina Omni-Channel Sales and Services Platform for financial institutions maximizes multi-product (deposit and loan) and enables Service to Sales transactions across all channels. It offers a customer-centric digital interface, connects all channels, systems, and products. It is a catalyst for profitable top-line sales growth for financial institutions. The platform enhances the user experience; smart cross-sell offers, provides real-time visibility, and keeps the organization compliant. Our closed-loop solution maximizes each customer sales interaction through highly efficient onboarding of new customers and deepening of existing customer relationships through cross-selling.
Key features:
- Simple & Intuitive application flow across all products & channels
- Single platform for consumer and commercial products: one application for multiple products with a shopping cart approach
- Coverage of digital, mobile, call-center, and branch channels
- Analytics suite well beyond underwriting status, insight into the entire process by channel
- Intelligent cross-sell capability that maximize customer interactions to offer the right product, at the right time, in the right channel
- Embedded cross-sell vs. post initial sale only
- Powerful features like ‘Cross-Sell’, ‘Pre-Fill’, and ‘Save & Retrieve’ to meet customer challenges and expedite the sales process across the organization
- Real-Time Lead Management Capability that captures abandoned and incomplete applications to help you “win back” customers
- Lead management function vs simple queues and emails – a true centralized lead/opportunity management solution
- Electronic Document Delivery Engine that allows you to deliver, sign, and track disclosures across all channels & products
- Reports & Dashboards that provide real-time organizational insight into sales performance
- Cloud-based so its scalable, secure and faster to deploy
