Financial Needs Analysis (FNA)
A dynamic way for consumers to find the products that fit their needs.
The FNA provides an intuitive experience designed to guide customers and prospects of banks and credit unions to financial solutions that best meet their needs. While consumers and businesses are provided the products and services right for them, the financial institution can gather key data to stay informed, personalize experiences, and deepen customer relationships across channels and products.
“We are thrilled about this new offering and how Terafina continues to stay ahead of the market. We are committed to enhancing our member experience with FNA to help them anticipate and plan their financial needs, and make better choices as a result. Terafina’s unique approach elegantly solves a challenging need and provides a personalized and targeted sales and needs based coaching tool that a member can use online or our branch sales staff can utilize to assist an existing or prospective member.”
RAJ BANDARU
Chief Information Officer