Digital Account Opening and

Omnichannel Sales Platform

Terafina unifies the onboarding and sales experience for banks and credit unions across channels (digital, call center, and branch) and across a multisuite of products that span deposits and loans for consumers and businesses.

Trusted Client Partnerships


One Single Platform

NCR Terafina’s platform features a robust API library with 100+ pre-built integrations to accelerate time to market while enabling client partners to experience an average of 18%-35% in sales conversion boost across their product lines.

Our platform delivers a consistent, unified experience in any channel and on any device, creating a seamless experience on a screen, on a call, or in a branch. A complete end-to-end product solution, delivered in 90 days.

Unified experience
Intelligent Cross-Sell

With its advanced customer insight analysis, our platform provides personalized recommendations for each customer, so you can present the right offer, at the right time, in the right channel.

The simple and intuitive step-by-step process makes it easy for your customers to open an account or complete an application, so you can focus more on completing forms. Powerful services to sales capabilities turn every customer services encounter into an opportunity for a new sale.

Secure Delivery

Automatically deliver the right disclosures during any interaction and generate the right compliance documents – all from a single console. Get a comprehensive audit trail with operational reporting and dashboards.

We use analytics to keep your organization ahead of the curve. Our experts review data on an ongoing basis to help you optimize your customer experience and business performance.

Continuous Innovation
Rapid Value

Our staff provides your team with a strategic framework for integrating our platform into your environment for fast results.

Results-driven process


Increase in sales conversions


Improvement in application pull through rates

15 point

Increase in NPS / customer experience scores

Ready to learn more?

Click below to fill out an inquiry form and someone from our team will reach out to discuss
your digital account opening and onboarding needs.