• Menu
  • Skip to right header navigation
  • Skip to main content
  • Skip to primary sidebar

DigiBanker

Bringing you cutting-edge new technologies and disruptive financial innovations.

  • Home
  • Pricing
  • Features
    • Overview Of Features
    • Search
    • Favorites
  • Share!
  • Log In
  • Home
  • Pricing
  • Features
    • Overview Of Features
    • Search
    • Favorites
  • Share!
  • Log In

Candescent’s Terafina adds configurable onboarding templates that shift optional steps post account ‑opening; boosting conversion while preserving compliance

August 26, 2025 //  by Finnovate

Candescent has introduced a major advancement in its account opening and onboarding platform, Candescent Terafina. The platform allows banks and credit unions to have unprecedented control over the entire account opening experience. With nearly one in four consumers opening a new financial account at least once per year, offering fast, intuitive account opening capabilities is crucial. The Terafina Account Opening flexible templates allow institutions to minimize initial input requirements and move optional actions like debit card selection and online banking enrollment to when the account is live. This modernized flow boosts successful account opening rates and elevates experience without compromising compliance or back-office efficiency. The new capabilities include pre/post account workflow control, smarter joint applicant support, modern compliance automation, built-in security with name matching, and customized user roles for back-office staff. Candescent’s Terafina platform is more than a technology solution; it’s a strategic enabler, enabling banks and credit unions to deliver a frictionless, member-centric journey and strengthen their digital foundation.

Read Article

Category: Innovation Topics, User Interface

Previous Post: « Embedded payments are seeing rising adoption in the parking sector through AI-recognition tech that lets customers just drive in and scan a QR code to enter their credit card information the first time they park, with automatic vehicle identification and charges applied on subsequent trips

Copyright © 2025 Finnovate Research · All Rights Reserved · Privacy Policy
Finnovate Research · Knyvett House · Watermans Business Park · The Causeway Staines · TW18 3BA · United Kingdom · About · Contact Us · Tel: +44-20-3070-0188

We use cookies to provide the best website experience for you. If you continue to use this site we will assume that you are happy with it.