CU 2.0 Fintech Friday: Terafina

It’s CU 2.0 Fintech Friday! Today, we’re highlighting Wizely to see what they bring to the world of credit union technology partnerships.

This is our chance to chat with the people who push our industry forward. They bring new techniques, new technologies, and new points of view to the scene. (And we promise, we’ll try to avoid digital distractions for your credit union’s CEO!)

Most credit unions marketing departments have to do more with less. Coordinating various campaigns always feels like an all-hands-on-deck venture. Frankly, they could use a little help

Introducing Terafina

For better or for worse, most institutions are more comfortable putting money towards sales instead of marketing. But as marketers, we know how to turn a weakness into a strength!

If marketing channels double as sales channels, that opens up a world of possibilities.

Terafina helps credit unions and community banks do just that. Their omnichannel approach to sales and marketing for smaller financial institutions is remarkably effective.

And it’s not all about driving sales, either. It’s about providing new members and customers with the information and guidance they need to build deeper relationships and take advantage of their new institution’s offerings.

Terafina assists with member engagement from before account opening, to onboarding, to their entire member lifecycle.

To top it all off, their solution is white labeled, so you can give your account holders the branded experience they expect.

If this sounds like an intriguing credit union–fintech partnership, check out the video and Terafina snapshot below!

Terafina Snapshot

Here’s a quick look at the basics of Terafina. Check out what they and others are saying about their place in the market.

Top 3 Problems Solved

  1. Omnichannel sales
  2. Onboarding
  3. Unified member experiences

Terafina Founder: Meheriar Hasan

Terafina Market Strategy

Credit unions and community banks.

Terafina in the News

Terafina partners with Bank of Hawaii

Terafina gets digital with Tessellate

Interested in seeing more fintech entrepreneurship? Check out the CU 2.0 fintech infographic, Death by 1,000 Cuts. You can see firsthand the impact fintechs have had on the credit union industry, as well as how fintech innovation can improve your income statement, balance sheet, interest margin, services, and more.

Credit Union 2.0 believes fully in the power of credit union and fintech partnerships. With the shared goal to redefine multifaceted financial services models look like to members, more credit unions are looking to partner with forward-leaning fintechs.

If you want to learn more about credit union–fintech partnerships, click here.