How competitive is your online savings & CD shopping experience?

Deposit shoppers make decisions fast. We analyzed how banks and credit unions present yields, terms, and projected earnings online. See how your experience compares — and where improvements can drive deposit growth.

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Why this matters

In competitive rate environments, presentation clarity directly influences deposit growth. When projected earnings, term comparisons, and yield positioning are unclear, even competitive rates fail to convert. These gaps often go unnoticed but can materially impact new savings and CD account openings.

What this assessment covers

Clarity of rate and earnings presentation

Ease of finding and comparing options

Personalization and relevance of recommendations

How effectively visitors move from browsing to conversion

Have a question?

If you'd like to learn more about this research or discuss how LeadFusion works with home loan teams, we're happy to talk.

Leadfusion helps financial institutions connect people to the right financial products and choices—online, in-branch, or wherever decisions are being made. Our guided digital experiences turn complexity into clarity, giving customers the confidence to take action—and giving institutions the insight to grow. Unlike generic calculators or disconnected product pages, Leadfusion delivers human-centered, interactive journeys that help banks convert leads into customers, streamline acquisition workflows, and drive real business results.
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