Turn-Key Calculators for Easy Deployment on Your Website
Help Your Customers Make Quicker, Better Informed Decisions
VisualCalc Calculators help consumers make quicker, better informed financial decisions. They provide consumers with an intuitive, interactive and graphical tool to easily analyze complex purchase decisions related to a variety of financial services, including credit management, financing strategies, account selection, asset allocation, retirement planning, and a variety of other financial and business alternatives. The broad family of VisualCalc Calculators address a range of income brackets and all stages of a consumer’s financial life cycle.
ADDRESS CONSUMER DEMAND FOR FINANCIAL WELLNESS SOLUTIONS
The increasing need for “financial wellness” solutions is driven by a number of industry and societal trends: 1) a shift from professionally managed financial and retirement planning to consumer DIY approaches; 2) a move towards Internet-based consumer self-service financial solutions; and 3) the expanding range and complexity of consumer financial products and services. In light of these trends, today’s consumers are looking for self-guided solutions that can educate them on the financial options available, and then lead them to the best products and services for their specific situation. Financial services companies that provide consumers with these solutions will improve customer acquisition, service and satisfaction.
Featured Demo
Home Loan Calculator
An Interactive, Graphical Tool To Help Consumers Make Self-Guided Financial Wellness Decisions
VisualCalc Calculators address the consumer need for self-guided financial wellness tools, enabling them to perform interactive “what if” analyses related to their financial decisions. Using any desktop or mobile platform, consumers can manipulate a set of intuitive input mechanisms, such as buttons, sliders, and input boxes. The resulting impact of changes to these inputs is immediately shown in easy-to-understand tables, graphs and charts. The helps consumers quickly and effectively evaluate their financial alternatives, leading them to the best option for their specific needs.
Generate Leads, Close Prospects, Improve Customer Satisfaction
VisualCalc financial calculators help financial institutions generate leads, close prospects, improve customer satisfaction, and optimize their product sales mix. These calculators serve as a guided selling solution, enabling their prospects and customers to quickly and effectively evaluate their products, leading them to the best possible purchase decision. VisualCalc calculators can help generate awareness for existing and new products by highlighting them in product selector tools. They help increase sales by presenting a compelling, personalized value proposition to prospects at a time when they are most receptive to the message. At the same time, these website calculators improve customer satisfaction by offering low-pressure decision support that helps educate customers and ensure that they end up with products and services that best meet their needs. VisualCalc calculators help financial institutions address some of the key opportunities and challenges they currently face in today’s environment:
Expand new custom acquisition
Improve customer loyalty and satisfaction
Reduce customer churn
Cross-sell and up-sell additional products and services
Right channel – reduce transaction costs for sales and support
Engage Audiences With Calculator Explainer Videos
VisualCalc can also incorporate their calculators into educational animated videos that can be deployed on a financial institution’s website, applications, or social media platforms. These videos are designed to meet the needs and preferences of today’s demographics, giving them an engaging and compelling introduction to the benefits these calculators provide. These videos can help financial institutions attract new leads and customers, improve existing customer satisfaction, and generate an expanded social media presence. The video below, based on our Credit Card Calculator, is an example of what VisualCalc can create around any of the calculators that we offer.
We are happy to work with you to incorporate your branding into an existing video implementation, or create a new video that fully incorporates your branding and messages.
Platform Features & Benefits
Advanced Calculation Engine & Interactive “What If” Analysis Capabilities
Intuitive Visual User Interfaces
Universal Platform Support
Responsive Design
Customizable for Functional Requirements and Branding Standards
Integration with Internal and External Systems and Databases
Integrated Data Capture-and-Forward Capabilities
Integration with Internal and External Systems and Databases
Integrated Data Capture-and-Forward Capabilities
Success Story
Newport Group - My Forecast
Newport Group and VisualCalc formed a joint product team to design and develop a new, web-based interactive retirement and personal planning solution designed specifically for retirement services and executive benefit providers. This solution, called My Forecast, is now integrated in Newport Group’s Plandestination.com website, and available to all of Newport’s qualified retirement plan and non-qualified deferred compensation plan clients.