• Illustration of custom rate in calculator

Integrating Rates with Premium Financial Tools

December 1st, 2021|

Personalization is now a competitive necessity in the highly commoditized, digital-first retail banking industry. While our Guided Selling® tools offer a full product data model with sophisticated personalization options, our Premium Financial Tools also benefit from the advanced personalization capabilities of CUSTOMERfirst®

Our clients […]

Delivering a Great Customer Experience in a Digital-First World

December 1st, 2021|

Twenty months ago, in the blink of an eye, the world of financial services changed. And, as the current health crisis has continued, consumer habits and behavior have also permanently changed. With clients reinventing how to best engage customers, our conversations and work across the industry has coalesced around one, central question: how do we continue to deliver great customer […]

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Platformification? Embedded Banking? Banking as a Service?

September 14th, 2021|

There’s been much written in the financial press in the past few years about platformification (an open banking platform that allows producers and consumers to connect, interact, and exchange value), and embedded banking or banking-as-a-service (where customers can obtain a financial product or service from a company that has nothing to do with finance, such as a store or […]

  • Flexible Display Configuration

Tailored Financial Experiences for Different Touch Points

September 10th, 2021|

Did you know that the same Leadfusion solution is quickly configured for a wide variety of touch points? A comprehensive tool may be best suited for customer engagement further down the funnel and closer to the point of conversion, while working directly with a banker, or perhaps limited to larger screens. Similarly, more reductive or even minimalist versions of the […]

“Generation I” Seeks Advice, Guidance

June 15th, 2021|

Many first-time investors – of all ages – came into the market in 2020 flush with stimulus cash and seeking higher returns. Some have chased GameStop, crypto currencies, and other YOLO investing choices, tempted by fast returns but setting themselves up to pay the price with an even faster reckoning. These new investors, which Schwab dubbed “Generation I(nvestor)” in […]

Does Your Website Speak ESPAÑOL?

February 8th, 2021|

These days, a Spanish-language website is more of a necessity than ever before. Several large financial institutions announced significant initiatives last year to provide economic opportunity and affordable housing to under-served communities, especially the Black and Latino communities.

Furthermore, according to a Pew Research Center analysis of new U.S. Census Bureau population estimates, the number of Hispanics reached a record 60.6 […]

In Pursuit of Revenue

February 7th, 2021|

In December, McKinsey & Company’s Global Banking Annual Review observed that the coming challenges to the banking industry due to COVID will be presented in two stages. In the first stage, banks and credit unions will have to work through credit losses related to business failures and consumer bankruptcies. While this will be challenging, the banking system in the […]

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Getting The Best Return From Your SEO Investment

February 6th, 2021|

Organic search results are one of the best ways to drive traffic to your site, improve brand awareness, and drive new account openings. This is especially true as more and more consumers live a digital-first life. Improving ranking in search engines (search engine optimization or SEO) has often been cast as a ‘mysterious art’ involving special incantations and secrets known […]

Rate Drop Creates Tidal Wave of Inbound Mortgage Customers

November 24th, 2020|

Lower rates are often good news for fee income, as it spurs new home buying and a wave of refinancing. However, this time it’s different: lending standards are tighter, the branch network is not operating at full capacity, and MLO teams are working remotely. With nowhere to go, new customers are crashing the contact center and experiencing inordinately long […]

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Are You Receiving Maximum SEO Credit?

October 12th, 2020|

While you always receive full search engine optimization (SEO) credit for all Leadfusion solutions integrated into your website or other searchable digital properties, your implementation strategy may be preventing you from achieving higher SEO scores. Higher scores improve organic search traffic, supplement paid search advertising, increase brand credibility in the digital domain, and help to establish your FI’s digital channel […]

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