Leadfusion’s CUSTOMERfirst platform drives revenue by engaging consumers across channels and devices in the critical stages leading up to conversion. Higher consumer engagement at this point of maximum impact leads to higher conversion rates, better quality applications, increased brand loyalty and share of wallet.

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CUSTOMERfirst Platform

The CUSTOMERfirstplatform includes Premium Email, Premium Financial Tools, Guided Selling and Branch Selling products, designed to operate independently or as a single integrated solution that engages consumers through all stages of their financial experience.

Premium Email

Premium Email grows customer wallet share by keeping your brand top-of-mind with in-market consumers beyond their time on your website or at the branch or call center. Triggered by individual consumer behaviors across channels, Premium Email automates timely and relevant marketing campaigns that lead to conversion.

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Guided Selling

Guided Selling accelerates conversion with an interactive, self-service platform to help consumers evaluate and compare product options. Combining online educational tools and product information with your unique best sales practices, Guided Selling speeds your customer’s path to purchase in any channel.

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Premium Financial Tools

Premium Financial Tools attract and identify your best in-market leads by providing trusted answers to consumers’ financial questions. With a wide array of online financial calculators and educational content, Premium Financial Tools are branded for your institution and integrated into your multi-device digital experience.

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Branch Selling

Branch Selling seamlessly connects the online and offline experiences for consumers who are evaluating financial products. By bridging the gap between digital self-service modes and branch or call center collaboration, Branch Selling streamlines the multichannel financial purchase process.

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