Accrue by Core10
Manage digital lending and deposit account opening for consumer and commercial banking on Salesforce Platform.
Core10Paid
Terafina
by TerafinaSalesforcePaid
Supports omnichannel banking account opening and cross-selling in Salesforce Platform.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
Terafina combines channels and banking products for account opening in Salesforce Platform. It supports remote applications from digital devices, captures incomplete applications for follow-up, and applies workflows and rules. The platform delivers channel-specific disclosures, embeds electronic signatures, and reports on application clickstream and metadata. It supports deposit, credit-card, personal-loan, real-estate, and commercial products.
Key capabilities
from the Salesforce AppExchange listingRemote account opening
Customers and employees can open accounts remotely from digital devices.
Banking product cross-sell
Account opening can include deposit, credit-card, personal-loan, real-estate, and commercial products in any combination.
Incomplete application capture
Incomplete applications are captured for follow-up through workflows and rules.
Disclosure delivery
The platform delivers channel-specific disclosures during the application process.
Embedded e-signatures
Electronic signature services are included for document delivery.
Application reporting
The platform provides clickstream and metadata reporting for the application process.
Use cases
- A financial organization can support account opening across digital channels and devices.
- Banking organizations can follow up on applications that were started but not completed.
How it compares
Accrue by Core10 is described as a digital lending and deposit account opening platform for commercial and consumer banking. Terafina also covers credit-card, personal-loan, real-estate, and commercial products, and lists channel-specific disclosures, embedded electronic signatures, and clickstream and metadata reporting.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| Accrue by Core10 | Paid | Cloud |
In the catalog
1,106 plugins in Salesforce Platform · Sales
Price distribution: 265 free, 166 freemium, 675 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«The Terafina Solution combines channels and products in one platform to enable a true Omni Channel Sales process for Financial Organization. By creating a seamless sales process through any digital device Terafina enables organizations to provide a consistent easy to manage process during account opening.»