Brokerage Services
Become a key part in an investor’s financial growth.
"The wins we had immediately with Terafina...our conversion process was 26 minutes prior to (Terafina)...this new software took us down to 3 minutes.”
COURTNEY ROWAN
VP Digital Experience, Citadel Credit Union
Portfolio Growth
- Expand relationships with customers by allowing them to open investment-type accounts
- Provide additional services to select from including margin trading, options trading, securities lending program amongst others during account opening
- Ensure due diligence with the ability to ask questions including investor objectives, risk tolerance, and experience
Seamless Onboarding
- Allow customers to keep all accounts including investment portfolio under one financial institution
- Customers will be able to open an investment account quickly and seamlessly
- Provide an intuitive experience for account opening
“I’ve been really pleased with our progress with the open platform today and I believe it is at least 18-24 months ahead of the market.”
Stuart Cook
Chief Digital & Product Officer, Valley Bank"We have been able to significantly improve the onboarding experience while penetrating the retail segment with small business products. This unique capability has added great value to our customers' experience."
Matt Adkins
Chief of Retail Banking Services, PlainsCapital Bank"Few partners have added the value that these guys have. A fantastic set of products and even a better team that not only gives you hard work but practical intelligence. They have been the source of many great ideas."
Chris Nichols
Director of Capital Markets, SouthState Bank"NCR Terafina offers a fully automated platform that helps create personalized experiences. This new partnership will help us uniquely address our members’ needs."
Jeff March
CEO, Citadel Credit UnionAs we continue to focus on providing an exceptional customer experience, we are excited to partner with a company like NCR Terafina. We strive to bring our customers the very best experiences and take pride in being consistently named one of America’s best banks.
