TERAFINA 2020 Q3 HIGHLIGHTS
October 2020
510-573-6210
Investment in digital omni capabilities continues to lead the way
With autumn and new season changes upon us, we hope you are staying safe and healthy. Our team at Terafina is working diligently to ensure we deliver the very best service possible. Recently we received the following feedback from Mary Shelton, head of PMO at Meriwest Credit Union where she stated that, "I have been managing projects for 20+ years and I have managed small and large projects across multiple industries and entities including Department of Defense, Semiconductor companies, luxury brands, financial services and this has been unequivocally a top 3 project for me in my career. Your team is simply awesome." Our main focus at Terafina from our founding has always centered on value realization that keeps our clients happy and satisfied. 
 
We are continuing to see a large push toward digital investment with a keen focus on leveraging a platform that can support multi-channel capabilities (digital, call center, and branch) across a wide array of product offerings. Our strong third quarter welcomed amazing new partnerships which you can read more about below. Also, we highly recommend checking out Shirley Fiano, Director of Digital Delivery for CenterState Bank and Ruth Erickson, EVP of eCommerce & Demand Center for Bank of Hawaii discuss simplifying the digital account opening process on CenterState Bank’s Correspondent Division’s Community Bank Podcast. They share some great insights that are worth the listen.
 
With only one quarter before 2021, we encourage you to take the time and learn how you can move to digital right now. This is an ideal opportunity to position your financial institution for organic and long lasting growth.


Warm Regards,
Meheriar Hasan
Founder and CEO
New Client Partnerships
Synovus Financial, based in Columbus, GA with $54B in assets is enhancing its digital capabilities by leveraging Terafina’s innovative unified platform.

First Federal Bank, with $1.4 billion in assets, headquartered in Port Angeles, WA will power its online account opening (OAO) with Terafina’s digital platform. Unifying the onboarding experience for its clients across the digital and call center channels, First Federal is making a sound investment in digital transformation and growth.

Exciting New Partnerships
We are delighted to partner with two complementary and great go to market solutions in NCR and Plaid. Our seamless integration with NCR DI will enable us to provide banks and credit unions our stellar account opening and onboarding services along with NCR DI's exceptional retail and business banking experiences. Our collaboration with Plaid offers instant authentication and identity verification thus accelerating the onboarding process, deepening customer engagement and driving growth.