Leadfusion Rolls Out CUSTOMERfirst for Financial Institutions


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Leadfusion, a provider of financial experience management software solutions, has released CUSTOMERfirst, a platform of solutions for engaging financial consumers across channels and devices in the critical stages leading up to conversion.

The platform enables financial institutions to get started with best practice Financial Experience Management techniques either online or in branch or call center environments.

CUSTOMERfirst is a Software-as-a-Service (SaaS) solution for quick implementation and convenient ongoing operation. With continuous optimization through Leadfusion Advisory Services included in all CUSTOMERfirst product licenses, clients can leverage the financial services marketing and selling practices. With Leadfusion and CUSTOMERfirst, financial institutions can increase revenue by investing in customer experience.


The solution consolidates the Leadfusion's platform into four products: Premium Financial Tools, Guided Selling, Cross Channel Selling and Premium Email, designed to operate independently or as a single integrated solution that engages through all stages of the financial consumers' experience. Included in CUSTOMERfirst are Leadfusion's latest advances: Cross Channel Selling for multi-channel sales and lead management and the RESPONSE Interface for next-generation, multi-device UI/UX.

"By empowering consumers to move across channels and devices with engaging and informative resources, product information and sales guidance, CUSTOMERfirst supports the financial purchase consideration process and accelerates buying decisions," said Matt Kojis, Leadfusion senior product manager, Leadfusion, in a statement. “For financial institutions, higher consumer engagement with CUSTOMERfirst drives higher conversion rates, better quality applications, increased brand loyalty and share of wallet.”