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Premium Financial ToolsFinancial tools are the most common starting point for consumers evaluating a financial need and product solution. To ensure conversion with your institution, engaging at this early stage is critical. Premium Financial Tools is the premiere solution for engaging and identifying these in-market consumers at the start of the consideration journey. Premium Financial Tools include highly accurate and configurable financial calculators and educational content spanning more than 150 topics within 18 categories in multiple languages. These tools provide answers to a full range of important consumer questions such as, “What will my payments be?”, “Am I saving enough?”, and “Should I consolidate my debt?”. Premium Financial Tools can help build an institution’s reputation as a trusted destination resource and serve as a critical first engagement point in any buying journey.

Designed for the Buying JourneyPremium Financial Tools are designed to work throughout your digital touch points to segment and move consumers to a conversion event, educating and empowering them along the way.

In addition to supporting consumer education, Premium Financial Tools serve as both a destination for an institution’s high quality leads and a starting point for conversion. The best prospects stem from interested and motivated consumers. A consumer’s use of Premium Financial Tools demonstrates a financial need or problem and expresses engagement in the consideration process. Premium Financial Tools with powerful dynamic segmentation attract in-market consumers, provide meaningful information, and move them forward to conversion.

Identify and Profile the Best In-market LeadsPremium Financial Tools work with other elements of the CUSTOMERfirst® platform to build individual consumer profiles. These profiles can include contact, demographic, geographic, financial and product preference information. This information is used throughout CUSTOMERfirst to further personalize down steam digital or in-person interactions and can easily be mobilized into any existing customer information system.

Designed for Today’s Digital ExperiencePremium Financial Tools are both fully responsive and adaptive with functionality optimized across device types. This level of design creates a superior customer experience and improves SEO ranking while easing your multi-device support burden. Clean and modern touch-first design ensures finger-friendly use on touch enabled devices such as tablets and smartphones.

Consumers seek online tools to support the financial product decision process. Leadfusion Premium Financial Tools engage, educate and empower in-market consumers and move them forward to conversion. Leadfusion’s industry-leading Premium Financial Tools make your institution the best starting point for any financial need.

Quote “To get the most out of growing interactive marketing budgets, Forrester recommends using interactive tools to promote customer advocacy and creating an interactive center of excellence.”- Forrester Research

Premium Financial Tools are optimized for deployment across devices with responsive design and custom branding capabilities.

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Premium Financial Tools feature OpenDesign Branding, allowing CSS-driven changes to all visual elements to meet your existing brand style guidelines. OpenDesign Branding makes it easy and simple to brand and easy to rebrand in the future should your style guidelines change.

Comply with Accessibility RequirementsPremium Financial Tools meet or exceed all applicable ADA standards, including WCAG 2.0 level AA and ARIA, and have already met the exacting additional review standards of many of the largest financial institutions.

Traffic Drivers and Educational ContentAll Premium Financial Tools come complete with scaled down ‘teaser’ calculators called Traffic Drivers. Traffic Drivers are perfect for banner advertisements or use throughout your site as calls to action for engagement. Of course they share information with the full CUSTOMERfirst platform. Traffic Drivers provide full pathway tracking in the reporting portal for insight into customer journeys.

Premium Financial Tools support consumer educational needs beyond performing calculations. Nearly all Premium Financial Tools come equipped with Educators to aid consumers seeking supplemental information on financial decisions. Educators provide background on subjects such as asset allocation, financial planning, home financing and insurance options.

IDENTIFY SEGMENT DRIVE

Premium Financial Tools attract and profile in-market consumers driving valuable prospects to conversion.

Categories• Auto• Banking• Bonds• Budget• College Planning• Credit Card• Credit Line• Financial Planning• Home• HSA• Insurance• IRA• Mutual Funds• Paycheck Plannning• Retirement• Savings• Small Business• Stocks

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Dynamic Segmentation and Calls to ActionPremium Financial Tools personalize the experience by reacting to consumer calculations based on real-time profiling and segmentation. Your pre-defined segmentation rules drive recommended next steps for consumers. Designated next steps zones within Premium Financial Tools guide consumers towards the appropriate actions defined by their individual profile. These actions might include special offers, contact information for high value customers, chat invitations, or when BankXpert® or CU Xpert® is activated, a personal invite to connect with branch staff.

Email Fulfillment Premium Financial Tools provide multiple opportunities to connect with consumers over Email. Email fulfillment uses the same enterprise-grade mail facilities as Leadfusion’s Premium Email offering, ensuring high deliverability rates and protection for your customers from phishing style attacks. Fulfillment email uses branded templates to deliver results and other materials from Premium Financial Tools so you remain top of mind as consumers evaluate their options. Of course, all collected email addresses offer opt-in opportunities to build your house file.

Leverage Reporting to Understand Online BehaviorPremium Financial Tools comes with access to Leadfusion’s management portal where reporting on tool use, customer pathways, and other key business information is readily available. Customers can also choose to supplement CUSTOMERfirst reporting with their own reporting tags which can be easily placed anywhere within Premium Financial Tools and populated with any desired customer profile or use data.

Popular reports include:

• Lead Report: This report tracks how consumers respond to next step calls to action.

• 3-Month Traffic Report: Clients using this report can monitor consumer engagement over a moving three-month window.

• Most Popular Tools Report: This report captures which tools are most frequently used by your consumers.

Gain Market and Best Practice Insight with Advisory ReviewsFollowing the launch of Premium Financial Tools, your account management team periodically provides comparative and best practice analysis of your site and implementation. This valuable insight will help you continuously improve your digital interaction and maintain parity with the industry’s top players.

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10590 West Ocean Air DriveSuite 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 customers’ experience. The CUSTOMERfirst platform covers all lines of business for both consumer and small business needs.

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About LeadfusionLeadfusion, 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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PREMIUM FINANCIAL TOOLSPRODUCT BRIEF