WHO WE ARE.

Leadfusion is the industry leader in Financial Experience Management® (FEM). Leadfusion’s CUSTOMERfirst® platform increases account opening, customer acquisition, and wallet share for financial institutions by engaging consumers across channels and devices in the critical stages leading up to conversion.

Since 1995, Leadfusion’s Financial Experience Management solutions have engaged over 1 Billion consumers with the tools and information they need to confidently make financial decisions. Over 300 financial institutions, including 8 of the top 10 banks and more than 75 credit unions trust Leadfusion to educate and empower their consumers.

Leadfusion’s latest generation CUSTOMERfirst platform includes rich engagement tools for all consideration stages from top-of-funnel to conversion. CUSTOMERfirst includes Premium Financial Tools for top of funnel engagement, Guided Selling® for product selection and comparison, Premium Email for client messaging and one-to-one campaigns, and BankXpert® to extend the digital journey to the shared-screen collaborative selling moment in the branch or call center.

MEET OUR SENIOR LEADERSHIP TEAM.

SHERRI NEASHAM
SHERRI NEASHAMFounder and CEO
MARK NELSON
MARK NELSONSr. Vice President
ERIN PAVON
ERIN PAVONController
CHRIS POE
CHRIS POESr. Director, Customer Success

ENRICHING

THE FINANCIAL EXPERIENCE.