FinovateFall 2010 / Leadfusion

Presenter Profile:

How they describe themselves: A consumer’s online experience is one of the most important factors in their decision to conduct business with a financial institution. Leadfusion delivers the unique combination of solutions necessary to create compelling, interactive experiences for the financial consumer while minimizing the need for expensive and risky development projects. Leadfusion is the industry source for Financial Experience Management™ (FEM). Patent-pending FEM tools help financial institutions produce an authentic online and mobile experience that delivers personal value for consumers and enhances the corporate brand. Leadfusion solutions accelerate conversion, turning prospects into customers and customers into loyal advocates. Leadfusion’s FEM suite consists of Researching, Marketing, and new Selling Solutions designed to operate independently or as a single integrated platform.

What they think makes them better: Leadfusion’s new Guided Selling product is a next generation CRM accelerator that provides a goal-oriented consumer workbench for use on financial institution websites. Guided Selling helps financial institutions move beyond online brochure-ware, to quickly deploy an engaging and interactive consumer experience. Guided Selling is the first product to offer a robust platform that allows consumers to explore financial products across lines of business.  Guided Selling leverages data-driven decisioning and user interaction to present relevant educational materials and product information for mortgages, home equity, savings, checking and consumer finance. This innovative SaaS platform enables a financial institution to deliver a consistent and fully branded, self-selling website experience built upon an established framework in a fraction of the time and cost required to build similar functionality from the ground up.


Bus. Dev. & Press: Kara Greenwell, Director of Marketing,, 858-259-2134
Sales: Ronan Winter, Director of Sales,, 858-259-2122

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