“ZMOT” and Financial Services

November 24th, 2019|

In 2011, Google introduced Zero Moment of Truth, or ZMOT, which described, “a revolution in the way consumers search for information online and make decisions about brands.” Google argued for being present at the exact moment a consumer had a need to fulfill. The approach seemed to follow Woody Allen’s advice: “showing up is 80% of life.” Of course, because […]

Did You Know? – Guided Selling® Streamline Mode

September 26th, 2019|

While most customers or prospects visiting your website need help in determining the right product for their needs, a certain segment know exactly what they want and are seeking a quick pricing estimate. For this audience, consider using Guided Selling in streamline mode – a single page experience that presents personalized rate and payment information on product pages. Contact your […]

New Banker Features Now Available in Guided Selling

September 26th, 2019|

Our Guided Selling® solution is packed with extra features that help accelerate the connection between visitors to your digital channel and your financial service representatives in the branch and contact center. In addition, new collaborative tools help bankers improve their sales execution and follow-up. Contact your account representative for more information. […]

What Retail Banking Can Learn from Thomas Cook’s Demise

September 26th, 2019|

The news over the weekend of the venerated consumer brand that had been operating for over 178 years abruptly going bankrupt really caught our attention. The headlines blamed high debt load, a disastrous merger, and the one-two punch of bad weather and Brexit for the failure of the world’s oldest travel company. But a deeper examination of the facts in […]

  • Leadfusion Logo

New Mortgage Calculators Available

April 19th, 2019|

Leadfusion’s library of calculators and financial tools are the most comprehensive and configurable in the industry, nonetheless we regularly add features and update our inventory of financial calculators and tools to meet the evolving needs of our clients. Recently, we’ve added two new tools that help consumers better estimate their monthly payment on Federal Housing Administration (FHA) and Department of […]

Your Customers Want to “BOPIS,” Can You?

March 19th, 2019|

Back over the holidays (remember way back when, ten weeks ago?) an interesting stat floated across our desk. It really caught our attention and stood apart from the annual blizzard of holiday e-commerce shopping stats: Adobe Analytics reported that the number of buy online, pickup in-store (“BOPIS”) orders for the holiday period jumped 47% YoY. Business Insider noted that “Retailers […]

  • Leadfusion Logo

2019 Tax Law Updates

January 19th, 2019|

Leadfusion announces the completion and deployment of all tax law changes for 2019. Each year, as changes are made to tax law, all revisions are thoroughly reviewed by our finance team and any required changes are incorporate into our calculators, tools, and educational content. These may include default values, limits, educator information, calculation methods, etc. Customers automatically receive these updates […]

  • Leadfusion Logo

Leadfusion Sponsors the 5th Annual Dave & Dan Classic

July 19th, 2017|

Leadfusion, the leader in Financial Experience Management®, is proud to announce its sponsorship of the 5th Annual Dave & Dan Classic, presented by First Tech Federal Credit Union. The Dave & Dan Classic, held on July 10th at the Pumpkin Ridge Golf Club near Portland, OR, has become one of the biggest credit union-sponsored events supporting […]

Leadfusion BankXpert® Lowers Branch Operating Cost

July 26th, 2016|

Leadfusion, the leader in Financial Experience Management®, brings new cost reduction and efficiency improvements to branch operations. An innovator in digital channel engagement, Leadfusion’s newest Branch Selling solution with BankXpert® reduces branch operating cost while delivering a superior customer experience.

“In this era of […]