WHO WE ARE.

Leadfusion is the industry leader in Financial Experience Management® (FEM). Leadfusion’s CUSTOMERfirst® platform increases account opening, customer acquisition, and wallet share for financial institutions by engaging consumers across channels and devices in the critical stages leading up to conversion.

Since 1995, Leadfusion’s Financial Experience Management solutions have engaged over 1 Billion consumers with the tools and information they need to confidently make financial decisions. Over 300 financial institutions, including 8 of the top 10 banks and more than 75 credit unions trust Leadfusion to educate and empower their consumers.

Leadfusion’s latest generation CUSTOMERfirst platform includes rich engagement tools for all consideration stages from top-of-funnel to conversion. CUSTOMERfirst includes Premium Financial Tools for top of funnel engagement, Guided Selling® for product selection and comparison, Premium Email for client messaging and one-to-one campaigns, and BankXpert® to extend the digital journey to the shared-screen collaborative selling moment in the branch or call center.

MEET OUR SENIOR LEADERSHIP TEAM.

SCOTT COHEN
SCOTT COHENSaaS Executive, Member of the Board
CHRISTOPHER CUNNINGHAM
CHRISTOPHER CUNNINGHAMPresident & CEO, Member of the Board
RICHARD KHALEEL
RICHARD KHALEELGlobal CMO, Jeffries & Company, Member of the Board
MATT KOJIS
MATT KOJISVice President, Product
SHERRI NEASHAM
SHERRI NEASHAMCo-Founder, Chairwoman of the Board
MARK NELSON
MARK NELSONSr. Vice President

ENRICHING

THE FINANCIAL EXPERIENCE.

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