Terafina Salesforce Integration
Transform your digital account opening combining Terafina with Financial Services Cloud, Marketing Cloud, and more
Terafina is a digital account opening and omnichannel sales platform for banks and credit unions. It helps financial institutions onboard new customers for deposit accounts and also offer consumer, small business, and mortgage loans.
While Terafina is built on the Salesforce platform, its main strength is in its banking origination and onboarding features, and connecting it with Salesforce products like Financial Services Cloud and Marketing Cloud allows you to layer those tools’ engagement capabilities on top of it.
Benefits of connecting Terafina and Salesforce
By combining Terafina with Salesforce Financial Services Cloud, Marketing Cloud, and more, you can:
Create a 360-degree view
Build a holistic customer profile through the entire banking and lending journey, combining core banking data with all customer engagements.
Power your marketing campaigns
Create and execute marketing campaigns leveraging data from Terafina’s objects and aligning with Financial Services Cloud and your Marketing Automation tools.
Drive customer satisfaction and revenue
Create satisfied, loyal customers by using Salesforce to provide customer service. Increase revenue through intelligent cross-selling.
Why choose Silverline?
Silverline is a Salesforce consulting partner with over a decade of experience serving financial services organizations, including banking and lending, insurance, wealth management, and capital markets firms. Our consultants specialize in these verticals and often come with first-hand experience in these industries.
As both Salesforce and banking and lending industry experts, we can provide guidance and best practices on how to leverage Terafina and Salesforce together in a sensible way. We can also take care of technical considerations involved in connecting the two products, such as Salesforce Object set-up, data synchronization, and more. Get in touch today to get started.
We’re ready to help
Learn more about how Silverline can help you connect Terafina and Salesforce.