Guided Selling

Improved Conversion Rates

Guided Selling establishes a goal-oriented, online consumer workbench that helps you increase and accelerates conversion. Guided Selling moves well beyond website brochure-ware, serving as a next generation CRM accelerator for your financial institution.

Websites filled with static content and marketing can confuse consumers, making financial purchase decisions more overwhelming. By combining educational tools and compelling product information with intuitive navigation flows, Guided Selling provides your institution with an easily deployable solution that speeds the consumer’s path to purchase.

Self-Selling

The type of buying assistance consumers seek varies greatly based on their comfort with navigating the financial consideration process. While first time home buyers may need careful explanation of all factors in the mortgage equation, established financial decision-makers require less assistance in deciding on a loan.

Guided Selling provides you with a dynamic user experience that can be easily navigated by consumers with all levels of expertise. Consumers control the length and depth of their online consultation, ensuring that each prospect receives product recommendations with the appropriate level of preparedness, thereby increasing the likelihood of conversion.

Recommendations across Product Lines

You can implement Guided Selling across multiple lines of business.  Guided Selling serves consumers interested in mortgages, deposits and consumer finance. The breadth of Leadfusion’s offering ensures that your institution can provide a consistent and compelling online experience for consumers across all areas of financial need.

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Next Step zones on Premium Financial Tools provide guidance to your visitors and entice them 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 were designed 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 with 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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Next Step zones on Premium Financial Tools provide guidance to your visitors and entice them 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 were designed 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 with 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.

Panel 6

Next Step zones on Premium Financial Tools provide guidance to your visitors and entice them 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 were designed 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 with 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.