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Leadfusion CALCULATORS
Your highest quality online leads are website visitors researching financial products and services, and according to Forrester Research, your visitors rate financial calculators as one of the most helpful tools in their decision-making process. That's why over 250 customers, including 36 out of the top 50 banks, have chosen Leadfusion CALCULATORS as their solution for compelling web content and as a catalyst for their online marketing initiatives.

Leadfusion CALCULATORS are simple to use and allow you to:
  • Attract prospects intrigued by relevant financial questions;
  • Identify your best in-market leads: self-activated and interested;
  • Elicit positive action, driving prospects to take the desired next-steps.

Leadfusion CALCULATORS help entice your in-market leads into your sales process by using real-time profiling and segmentation to qualify and direct consumers through a series of next-steps based on their data inputs and calculations. With real-time profiling and segmentation, financial service providers are able to make immediate offers to these self-identifying, in-market leads based on key profile data such as loan amount, income level, or geographic location.

Each can be integrated into a website by embedding in a frame, by changing the look and feel of the calculator, and by selecting a color palette to match your corporate branding.

Extensive reporting allows you to track visits, clicks, page views and overall usage. Data persistence support minimizes requirements for consumers to
re-enter information each time they visit your site.

LF CoupleLeadfusion CALCULATORS span across more than 150 topics and 16 categories. No other calculators come close in terms of proven performance, functionality, and flexibility.

Calculators are also available in Spanish versions to meet the needs of your Spanish-speaking market segment.

More on:
Next Step Zones
Real-Time Profiling and Segmentation
Site Integration and Branding
Data Persistence
Planners
Educators
Reporting

Next Step Zones
The Next Step zones on Leadfusion CALCULATORS provide guidance and entice your visitors to take immediate action. Next Step zones are dynamically rendered based on the market segment the customer qualifies for, and can include any image or any number of calls to action. Next Step zones can be used to direct prospects to:
  • Review additional information on products or services;
  • Click on an "Apply Now" link for an online application;
  • Initiate a real-time, online chat session with a representative;
  • Take a non-web action like calling to speak to an agent;
  • Research a special promotion of cross-sell opportunity.
Next Step zones are essential to jumpstart online sales efforts by inviting in-market leads to enter the sales process.
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Real-time Profiling and Segmentation
Leadfusion CALCULATORS enable financial service providers to capture consumer input data in order to build up-to-date profiles that can include demographic, geographic, product, preferences, and financial information. Your pre-defined segmentation rules are automatically applied to the data to dynamically generate Next Steps such as special offers and calls to action.
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Site Integration and Branding
It is easy to match Leadfusion CALCULATORS to the look and feel of your website (including header, footer, background, borders, fonts, buttons, tiles and tabs), providing consistent branding to your consumers. Leadfusion CALCULATORS can be integrated in a variety of ways with your website via a pop-up window, frame integration, and/or with masked sub-domains to preserve branding and trust.
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Data persistence
Data captured from consumer input persists through each session and upon repeat visits, providing a more helpful and satisfying experience to your website visitor. All data inputs are tied to an anonymous user cookie, protecting the personal information of your website visitors.

When visitors return to your website to access a Leadfusion CALCULATOR, the cookie provides the necessary information to retrieve the consumer's past inputs. Data stored on our servers is used to repopulate the fields.
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Planners
Planners feature multi-step navigation and allow deeper investigation of financial subjects. Planners help your prospects who are researching college savings, financial strategy, and retirement planning.
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Educators
Educators provide online researchers with more information about financial products or services. Educators complement nearly all of the Leadfusion CALCULATORS and prove especially helpful for consumers researching asset allocation, financial planning, home financing, and insurance options.
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Reporting
Leadfusion CALCULATORS enable you to view aggregate data and to gain insight as you manage online lead activity via real-time online reports delivered through the Leadfusion Control Center. Reports offer you insight into visits, user data, and a real-time dashboard.

Frequently utilized reports include:
  • The Lead Report: See how users are responding to Next Steps;
  • The 3-Month Traffic Report: Review a 3-month view of tool use;
  • The Most Popular Tools Report: Confirm which calculators consumers use the most.
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Call us at 877.205.9825 or schedule a walk-through demo of Leadfusion EMAIL.
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Leadfusion CALCULATORS
[Datasheet] PDF
Category & Topic Inventory
[Datasheet] PDF