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Presenter Profile:

How they describe themselves: Leadfusion is the industry leader for Financial Experience Management® (FEM). Patent-pending FEM solutions build relationships that drive sales for financial institutions. Since 1995, Leadfusion’s products have helped consumers make over 1 Billion financial decisions.

With a proven SaaS platform and team of experts, Leadfusion makes it easy for financial institutions to produce a compelling and consistent multi-channel 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 Selling Solutions designed to operate independently or as a single integrated platform.

How they describe their product/innovation: Leadfusion’s new Cross Channel Selling solution unites the online and offline experiences for consumers who are evaluating financial products, while also delivering powerful selling tools to retail branch personnel. For the first time, a consumer can begin the consideration of a financial product or service in any channel, and continue that investigation in a different channel – picking up where they left off. By creating a unified experience, Cross Channel Selling makes the selection of a financial product easier and more convenient for the consumer. And with Cross Channel Selling, financial institutions can offer consistent product recommendations across channels while placing helpful selling and lead management tools in the hands of the front-office staff.

Contacts:

Bus. Dev.: Ronan Winter, VP Business Development, rwinter@leadfusion.com, (858) 259-2122
Press & Sales: Mark Nelson, VP National Sales, mark.nelson@leadfusion.com, (858) 259-2110