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Guided Selling addresses the needs of consumers who have completed their initial research and are ready to select financial products. By combining successful self-selling techniques with the latest Web 2.0 functionality and interactivity, Guided Selling makes your institution a destination for consumers seeking relevant recommendations for their financial goals.

Deliver Needed Guidance Across ChannelsFinancial customers seek validation and reassurance. Whether self-servicing online or collaborating with branch and call center professionals, customers expect a consistent, supportive, and transparent experience. With Guided Selling, you deliver by transforming the digital channel with helpful guidance that accelerates conversions.

Help Consumers BuyGuided Selling helps bankers and consumers make sense of complex financial products. In-market prospects are walked through a personalized consultation and product evaluation based on their financial goals. By integrating educational tools and compelling product information along the way, Guided Selling gives consumers everything they need to start the application process.

Leadfusion’s Guided Selling drives revenue across channels by directing customers to the most relevant product options. With state-of-the-art mobile, tablet and desktop UI/UX, Guided Selling transforms the financial institution’s digital channel into a goal-oriented selling tool for financial products.

“More than half of customers want their bank to proactively recommend products or services that can help meet their financial needs. Among those interested in these services, 55 percent say that it would strongly increase their loyalty to the bank.”

- North American Consumer Digital Banking Survey, Accenture

Guided Selling powers personalized sales consultations based on a consumer’s financial goals.

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Best of Class Consultative SellingGuided Selling includes best practice digital sales scripts for every financial goal. Consumers progress step-by-step through the right questions to arrive at their best-fit solution. Whether working alone on a mobile device or side-by-side with a banker, customers experience the same optimized buying journey and consistent product recommendations. Clients can deploy scripts out-of-the box or easily make adjustments.

Just-in-time AssistanceGuided Selling offers just-in-time support for in-market prospects. Rather than requiring consumers to leave the selling experience in search of answers, Guided Selling brings all the necessary resources together in one screen. Your customers get a simple, frictionless and directed buying experience.

Data-Driven RecommendationsInformation presented by Guided Selling is data-driven and dynamic, so the consumer always sees best fit products tailored to their needs. Recommendations are based on your institution’s unique product offering, rates, and decisioning rules. Guided Selling automatically reflects updates to product data or rates. This flexibility and personalization ensures the most relevant and timely product advice.

Improve Sales Execution with BankXpert®For most consumers the branch has become an extension of the digital relationship with your brand. You can respond to this behavior with BankXpert. BankXpert puts additional features in the hands of your branch banking staff to work collaboratively with customers while connecting to their digital journey.

BankXpert addresses some of the most pressing problems facing branch banking today: traffic, sales execution and consistency. With powerful socially-informed tools that connect customers directly to your best bankers, in-market branch traffic increases while BankXpert ensures that all sales basics are performed consistently and completely for every customer interaction. Product evaluation and presentment, contact gathering and follow up are all delivered easily and consistently for every customer interaction.

For the credit union market, CU Xpert® delivers the same powerful capabilities in a version tailored specifically to the needs of credit unions.

Responsive Interface, Rich Branding, and AccessibilityGuided Selling includes a modern and fully responsive user interface optimized for touch-driven devices. Rich branding capabilities and configuration options give your team full creative control over the presentation of the consumer experience. Guided Selling also complies with important ADA and accessibility standards across all devices.

Easy to ImplementGuided Selling gives you a low-risk, off-the-shelf solution to optimize the customer buying experience for a fraction of the cost of building a platform from scratch. Leadfusion has extensive experience working with both in-house design and marketing teams and interactive agencies to quickly get you up and running. We offer a robust selection of standard Guided Selling dialogues that address consumers’ needs across categories, including mortgages, deposits, consumer finance and small business.

Guided Selling Dialogs

Mortgage Solutions• Buy a New Home• Refinance My Home• Refinance with Cash Out

Deposit Solutions• Evaluate Savings & CD’s• Evaluate Checking & Money Market• Save for a Rainy Day• Save for Retirement• Save for a Major Purchase• Save for College

Consumer Finance• Buy or Refinance a Vehicle• Consolidate My Debt• Evaluate Credit Cards• Tap Into My Home Equity• Finance a Major Purchase• Finance a College Education• Refinance My Student Loans

Small Business• Finance Working Capital• Evaluate Business Credit Cards• Evaluate Business Checking Accounts• Evaluate Business Savings & CDs• Restructure My Business Debt• Finance a Major Purchase

Socially-informed banker ratings connect the digital and branch channels for customers in need of support.

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10590 West Ocean Air Dr.Suite 200San Diego, CA 92130877.205.9825www.leadfusion.comCopyright 2017

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Build Revenue with a Trusted PartnerFind out what over 300 Leadfusion clients already know: CUSTOMERfirst® is a proven SaaS solution that increases revenue. CUSTOMERfirst makes it easy to get started with best practice Financial Experience Management® techniques. And with ongoing optimization through Leadfusion Advisory Services, you can be confident in maximizing returns from your investment in CUSTOMERfirst.

Leadfusion’s CUSTOMERfirst PlatformCUSTOMERfirst Premium Financial Tools, Guided Selling, BankXpert, CU Xpert, and Premium Email products are designed to operate independently or as a single integrated solution that engages through all stages of the financial consumers’ experience.

About Leadfusion Leadfusion, Inc. has been providing engaging experiences for financial consumers since 1995. Over 300 financial institutions, including 8 of the Top 10 banks and over 75 credit unions have trusted Leadfusion to educate and empower their consumers. The company is headquartered in San Diego, California. To learn more call 877.205.9825 or visit www.leadfusion.com.

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ENRICH THE FINANCIAL EXPERIENCE

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