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.
- Track and understand customer needs with clear and concise analytics
- View applicant responses and recommendation uptakes, equipping product managers with insight to optimize the delivery of consistent and effective financial services
- Deliver increased NPS improving engagement with customers, ensuring greater share of the customer wallet and resulting in a higher customer cross sell ratio
- Improve time to productivity for new sales staff
“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
Stuart Cook
Chief Digital & Product Officer, Valley Bank
Matt Adkins
Chief of Retail Banking Services, PlainsCapital Bank
Chris Nichols
Director of Capital Markets, SouthState Bank
Jeff March
CEO, Citadel Credit Union