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.

CU 2.0 Fintech Friday: Wizely

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!)

Not so surprisingly, there’s a lot of competition among financial institutions. You are aware of this, of course. But that doesn’t always mean you’re in a better position to protect your interests against other banks, fintechs, and the like.

So, when they offer better loan terms, interest rates, or consolidation services, what is your institution going to do?

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CU 2.0 Fintech Friday: Vincere

It’s CU 2.0 Fintech Friday! Today, Chris Otey sits down with Vincere to discuss all things credit union, fintech, and digital innovation.

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!)

So, to the problem at hand today. Did you know that tobacco smoke is the leading preventable cause of death worldwide? Did you know that preventable health issues raise the cost of health insurance for individuals and employers all over the place?

Did you know that both our bodies and the economy would be healthier if people didn’t smoke?

Well, it’s true.

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CU 2.0 Fintech Friday: Casatalune

It’s CU 2.0 Fintech Friday! Today, Chris Otey sits down with Castalune to discuss all things credit union, fintech, and digital innovation.

If you’re unfamiliar with this series, here’s how it goes: we introduce qualified fintechs to curious credit unions. We limit ourselves to relevant technologies only! No shiny digital distractions that’ll make you wander off course here.

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CU 2.0 Fintech Friday: Wunderite

It’s CU 2.0 Fintech Friday! Today, Chris Otey sits down with Wunderite to discuss all things credit union, fintech, and digital innovation. (Hopefully we won’t discuss any digital distractions for CEOs…)

Have you ordered anything online in the last year? In case you haven’t, here’s a little preview of what you can expect:

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