Abhishek Kakalis

Delivery - Professional Services at Terafina - Fremont, CA, US

Abhishek Kakalis's Contact Details
HQ
510-573-6210
Location
Company
Terafina
Abhishek Kakalis's Company Details
Terafina logo, Terafina contact details

Terafina

Fremont, CA, US • 20 - 49 Employees
Software

NCR Terafina is a software-as-a-service product company providing digital account opening services on a single platform that seamlessly unifies the experience across the online, branch and call center channels for mid market community banks and credit unions. Its unique approach from the start has been to underpin a modern digital account opening solution with a comprehensive sales platform. This combination allows its customers to bring branches and call centers into the digital account opening process whereby digital leads can be initiated in one channel and seamlessly followed through and completed on another channel. Further, cross-sell is inbuilt into its core customer experience so that a financial institution's customers can apply for multiple products in a single buying experience without any form of data re-entry. By creating guided client experiences that go beyond onboarding and leveling up the sales process to think about how you build 30-60-90+ day lifecycle relationships with your clients, Terafina helps build a scalable foundation that drives efficiency, reduces cost, improves speed to market and stimulates organic growth. Key Features • Seamless, Unified Experience• Streamlined process, for any channel and on any deviceCustomer-Centric Design• Simple and intuitive step by step process• Integrated Status Portal• Easy operation for both clients and employeesIntelligent Cross-Sell• Advanced insight analysis• Drive strategic offers and initiatives• Define and manage cross-sell parametersUnified 360° Reporting• Ability to see all sales interactions across all channels• Campaign tracking• Easy recognition of key hurdles and opportunitiesReal-Time Guidance • Alerts, reports & dashboards that provide real-time organization insight into sales performance• High-touch & Automated lead management and abandonment follow-upIntelligent Delivery of Documents & Disclosures• Digital signature and delivery• Centralized tracking & management

Omni Channel Sales Platform Business Defined Cross-Sell Responsive Design Reporting & Analytics online banking digital banking retail banking Reporting & Analytics digital sales on boarding lending phygital B2B Software Prepackaged Software Computer Software Banks Credit Unions Finance
Details about Terafina
Frequently Asked Questions about Abhishek Kakalis
Abhishek Kakalis currently works for Terafina, an NCR company.
Abhishek Kakalis's role at Terafina, an NCR company is Delivery - Professional Services.
Abhishek Kakalis's email address is ***@terafinainc.com. To view Abhishek Kakalis's full email address, please signup to ConnectPlex.
Abhishek Kakalis works in the Computer Software industry.
Abhishek Kakalis's colleagues at Terafina are Harsh Patel, Donna Latham, Barrett Dannemiller, Huzaifa Sadiq, Kishore Gajjala, Tilakraj Mendon, Dinesh Kale and others.
Abhishek Kakalis's phone number is 510-573-6210
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