Products Overview
Leadfusion, Inc. is the industry source for Financial Experience Management (FEM). Leadfusion’s FEM suite consists of Researching, Marketing, and new Selling Solutions designed to operate independently or as a single integrated solution. FEM tools help financial institutions produce an authentic online experience that creates personal value for consumers and enhances the corporate brand. Leadfusion’s FEM suite enriches all stages of the consumers’ experience from engagement through advocacy.
Leadfusion provides solutions to the financial services industry, serving customers in the banking, credit union, consumer finance, insurance, investment and financial media market segments. Over 250 customers use Leadfusion products to improve the online experience for their website visitors. Leadfusion products support customer acquisition and cross-selling programs by capturing, cultivating and converting in-market consumers over the course of their buying cycle. Our products also assist financial marketers with new account onboarding, service activation and retention programs by delivering timely and highly relevant messages to consumers throughout their lifecycle, maximizing lifetime value.
Marketing Solutions
Leadfusion Marketing Solutions help keep a financial institution's brand and offer top-of-mind with consumers as they consider the purchase of a financial product or service. Leadfusion Marketing Solutions communicate timely offers and relevant content to in-market consumers beyond their time on your website through email messaging focused on behavioral and event triggers.
Premium Email
Premium Email helps you reach prospects with timely and relevant email messaging when they are in-market for a financial product or service. By capturing the email addresses of your online leads while they are at your website, call center or retail branch, Premium Email allows you to re-engage with consumers once they’ve left in order to deliver a series of personal, ongoing communications relevant to their interests and qualifications. Premium Email is not only a great stand-alone solution; it’s also a valuable addition to Leadfusion Researching Solutions.
Alert Email
Alert Email allows financial institutions to increase brand stickiness and loyalty by providing consumers with useful and timely rate information for deposit or loan products throughout a pivotal phase in the purchase cycle. Alert Email empowers ‘in-market’ consumers to control how they receive rate information as they shop for a financial product or monitor the market in anticipation of a need.
In an economic environment where financial institutions are fiercely competing to increase their loans and deposits, Alert Email is the perfect solution for marketers looking to increase in-market leads and facilitate dialogue across multiple lines of business.
Fulfillment Email
Fulfillment Email is a multi-channel solution used by financial service providers to fulfill consumer requests for electronic information. It provides immediate email delivery of almost any kind of attachment, including Adobe PDFs and any Microsoft Office files. Use Fulfillment Email to send:
- Product information
- Applications and forms
- Promotional materials
- Researching Solutions calculator results
Fulfillment Email easily upgrades to Premium Email, allowing you to extend your email messaging capabilities to deliver a scripted series of communications using Email Tracks.
Researching Solutions
Consumers seeking to answer specific financial questions prefer to get their information from a trusted brand. Consumer questions are often an initial point of engagement to meet a personal financial need. A positive experience is critical for the overall consumer impression of a brand and is a key driver for continued engagement and loyalty. Leadfusion Researching Solutions make the financial institution website a destination for consumers in need of trusted answers. Leadfusion Researching Solutions answer consumer questions with engaging tools branded for a financial institution and integrated into their overall consumer experience – either on a website, micro site, landing pages, banner advertisements, or in social media.
Premium Financial Tools
Premium Financial Tools help consumers answer their most important financial questions and, as a result, attract your best in-market leads. Leadfusion’s financial calculators are available in 18 different categories and over 150 different topics. These financial calculators help entice online leads into your sales process by using real-time profiling and segmentation to qualify and direct in-market consumers through a series of next-steps based on their data inputs and financial calculations. Leadfusion’s financial calculators can deliver immediate offers to these self-identifying, in-market visitors based on key profile data such as loan amount, income level or geographic location. Spanish language versions are also available for financial institutions with significant Spanish-speaking customer bases.
Classic Financial Tools
Classic Financial Tools provide great content for financial institutions that are less concerned with new business generation and more concerned with compelling website content. From the consumer's viewpoint, Classic Financial Tools provide the same great functionality as Premium Financial Tools, however, they lack segmentation and dynamic messaging capabilities. All key steps that drive in-market, online leads to take desired next steps into the sales funnel for the products and services they are researching.
Social Financial Tools
Social Financial Tools help financial institutions contribute to a consumer’s online experience beyond the confines of an existing website. Social Financial Tools provide the ability to offer branded financial calculator widgets for use in social networking applications. By leveraging the multiplier effect of social media spaces, Social Financial Tools build brand awareness and establish advocacy for a large audience of consumers.
API Financial Tools
API Financial Tools provide the building blocks for financial institutions to develop their own online consumer education experience. API Financial Tools allow users to unleash the value of Leadfusion Researching Solutions into many different interface technologies beyond HTML, including: mobile applications, kiosks, ATM networks, IVR systems, and call center applications. With API Financial Tools, developers can apply Rich Internet Application (RIA) technologies for the user interface or embed financial tools within other applications.
Selling Solutions
Leadfusion Selling Solutions create an online self-selling experience that allows consumers to control the length and depth of the experience. Leadfusion Selling Solutions unite the Researching and Selling processes, offering guidance and assistance to aid consumers in their purchase of financial products and services.