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Leadfusion EMAIL FULFILLMENT
Leadfusion EMAIL FULFILLMENT is a multi-channel solution used by financial service providers to fulfill consumer requests for electronic information. It provides immediate email delivery of almost any kind of attachment, including Adobe PDFs and Microsoft Office files. It is designed to send:
  • Product information
  • Applications and forms
  • Promotional materials
  • Leadfusion CALCULATOR results
And with its integration capabilities, use Leadfusion EMAIL FULFILLMENT to send email messages regarding consumer account application status, receipt acknowledgements, account reminders or any other type of email-based transactional communication to consumers.

Leadfusion EMAIL FULFILLMENT offers the opportunity for substantial cost savings by replacing a portion of hard-copy material printing and postage with electronic distribution. Leadfusion EMAIL FULFILLMENT can process and send just about any type of attachment. Typical documents include:
  • New account applications
  • Change of address forms
  • Product literature
  • Promotional coupons
And because Leadfusion EMAIL FULFILLMENT processes and fulfills upon request, consumers receive requested materials immediately, shortening purchase cycles and improving customer service.
Leadfusion EMAIL FULFILLMENT delivers on consumer requests
Leadfusion EMAIL FULFILLMENT fulfills consumer requests for information initiated while researching financial products and services online. These include custom or standard capture forms that can be placed on product or rate web pages. According to an August 17, 2006 Forrester Research study, The Banking Channel Popularity Contest, "When it comes to researching a new product, 47% of consumers prefer to use the web and 35% prefer to visit a branch."

Providing the capability to email information and to keep in touch electronically through the application or account approval process can help improve the customer experience and speed the path to purchase for those that research online.

All messages sent through Leadfusion EMAIL FULFILLMENT are pre-defined by a corporate administrator, ensuring consistent brand image and messaging, while also meeting security and legal requirements of corporate compliance.
Multi-channel integration is achieved through communication with CRM systems or other interal systems. This allows requests to be passed from a call center or branch office to Leadfusion EMAIL FULFILLMENT for the email delivery. This same functionality can be used to trigger standardized customer service or transactional messages for such things as account or application status notifications.

Leadfusion EMAIL FULFILLMENT easily upgrades to the full Leadfusion EMAIL product, allowing you to extend your email messaging capabilities deliver a scripted series of emails using Leadfusion EMAIL’s Email Track functionality, or adding scheduled email marketing programs such as newsletters or calendar-based promotions.
Email Address Export Module
Leadfusion EMAIL FULFILLMENT offers an optional Email Address Export module for customers who wish to transfer consumer email addresses collected through Leadfusion EMAIL FULFILLMENT programs to other corporate email initiatives (i.e., newsletters, promotional mailings) that are currently delivered via a third-party email service provider or in-house solution. The Email Address Export module allows corporate systems to download email addresses, as well as to capture data source, email permissions, and opt-in information collected through Leadfusion EMAIL FULFILLMENT capture forms.

Leadfusion EMAIL can also be added to provide comprehensive functionality to allow extensive use of these email addresses for triggered and scheduled email marketing programs.
Administrative Controls
Leadfusion EMAIL FULFILLMENT supports the full use of the Email Letterhead and Email Template design capabilities found in Leadfusion EMAIL. All letterhead and templates fully support most corporate branding guidelines, as well as CAN-SPAM compliant headers and footers. All administration functions are handled through the Leadfusion Control Center.

The Digital Asset Manager allows all graphics, company logos, PDFs, Word documents and other components to be stored and managed within the Leadfusion EMAIL FULFILLMENT system.

Alternatively, Leadfusion EMAIL FULFILLMENT can also use digital assets stored on corporate servers for content within the body of an Email Template or letterhead. Users of Leadfusion EMAIL FULFILLMENT also have full access to Leadfusion EMAIL Deliverability Services to ensure that email sent in response to consumer requests reaches inboxes and not junk mail or spam folders.
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Delivering the Perfect Message at the Perfect Moment

Using Triggered Email for Financial Services Marketing

Subscribe to receive our four-part email series on using triggered email to support key financial services marketing programs. Subjects in this series include:

• Customer Acquisition
• New Account Onboarding
• Service Activation
• Cross-Selling

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