Leadfusion, the leader in Financial Experience Management®, brings new cost reduction and efficiency improvements to branch operations. An innovator in digital channel engagement, Leadfusion’s newest Branch Selling solution with BankXpert® reduces branch operating cost while delivering a superior customer experience.

“In this era of retail branch transformation, branch operation executives are under continued pressure to bring improved efficiencies to the branch network and reduce the costs of staffing, training and turnover,” said Matt Kojis, Senior Product Manager. “The Branch Selling solution, part of the CUSTOMERfirst® platform, further extends our footprint into the bricks-and-clicks market and offers a compelling cost efficiency gain in staffing, collateral, and the cross-training needed for universal banker staffing models.”

Branch Selling extends and connects the self-service digital journey to a digitally enabled collaboration with a branch banker. In addition to reducing ongoing staff-related operating costs, Branch Selling increases compliance with best practice sales execution by ensuring that sales basics are consistent and completed with every customer interaction.

Mr. Kojis added, “Branch Selling is built for today’s shared screen experience, seamlessly combining customer information, servicing tools, sales guidance and sales force automation capabilities on a customer-facing desktop or tablet. This is exactly the experience expected by today’s digitally-enabled customer.”