Core Decision Support Applications Customized for Your Needs
Reduce Development Time & Cost, Leverage Proven Functionality
For application-specific requirements, we offer a variety of configurable decision support tools. These platforms have a set of core capabilities that have already been “pre-built”, saving you development time and cost, but are designed to be easily customizable to meet your specific requirements, including branding and graphic standards, user interface standards, and business rules. Some of the configurable custom tool platforms we currently offer are listed below.
Retirement Planning Calculator
Retirement Planning Tool
The VisualCalc Retirement Planning Tool is a web-based application that financial planning institutions, including banks, retirement plan administrators, financial planners, and investment advisors can offer their clients to help them properly prepare for their retirement. This customer self-service tool can be deployed on a financial institution’s website to help its clients assess their current retirement financial health, and understand what changes they can make to better align their current financial and investment strategy with their future retirement needs. A firm’s associates can also use it as an interactive sales tool to help establish and cultivate relationships with their clients and prospects.
Deposit Allocation Tool
The VisualCalc Deposit Allocation Tool is a web-based sales tool that helps banks determine a customer’s optimal deposit allocation across a variety of their deposit products. The tool can be used internally by a bank’s associates to help establish and cultivate relationships with customers and prospects. The Deposit Allocation Tool can also be deployed on a bank’s website for direct us by their end customers and prospects.
Health Plan Comparison Tool
The VisualCalc Health Plan Comparison Tool helps a health care provider’s existing and prospective customers easily compare different health plans. This comparison can be performed across plans offered by a single health care provider, or across plans offered by a variety of different providers. The tool guides consumers through a series of intuitive web pages to gather information about their family and health care needs, and then provides them with a comparison of the costs and benefits of different plans, along with a recommendation for the best health plan for their needs.
Health Treatment Fee Tool
The VisualCalc Health Treatment Fee Tool helps a health care provider’s members estimate the cost of individual treatments before the services are performed. This customer service tool also enables customers to estimate their total health care costs for the upcoming year. Estimates can be developed for both individual and family health plans. The VisualCalc Health Treatment Fee Tool benefits consumers by enabling them to obtain reliable estimates for their health care costs, which, in turn, can help them with their budgeting, tax planning, and HSA account planning.
Platform Features & Benefits
Advanced Calculation Engine & Interactive “What If” Analysis Capabilities
Enables users to perform interactive “what-if” analyses. An advanced embedded calculation engine that supports state-of-the-art computational algorithms and simulation techniques such as Monte Carlo methods drives the results of these analyses. Users can manipulate a set of intuitive input mechanisms, such as buttons and sliders, to change a multitude of organization-defined variables. The impact of these changes is immediately shown in clear, easy-to-understand tables, graphs and charts. This helps users reach the best possible decision for their specific needs.
Intuitive Visual User Interfaces
Supports a variety of user input mechanisms (sliders, input boxes, check boxes, etc.) and display formats (bar charts, line graphs, pie charts, gas gauges, etc.).
Universal Platform Support
Offers universal compatibility across both desktop and mobile devices, including tablets and smartphones. Based on standard HTML, with no requirement for graphic plug-ins like Java or Flash.
Applications automatically reformat their interface to optimize user viewing and interaction for specific target screen sizes and devices, including desktop windows, tablets, and mobile phones.
Customizable for Functional Requirements and Branding Standards
Can be customized to incorporate your requirements, including overall functionality, business rules, user interface standards, etc. Can also be customized to incorporate an organization’s branding and graphical standards, so that the tool seamlessly integrates with the organization’s website, and has a consistent “look and feel” with the organization’s other marketing properties and collateral.
Integration with Internal and External Systems and Databases
Offers complete integration with an organization’s existing systems, enabling you to auto-populate the tools with current data, such as customer account balances. Can also be integrated with third-party systems and data sources, such as current interest rates or customer account balances at other institutions. Provides your users with a complete, accurate, and personalized snapshot of their specific situation. This holistic view also helps your internal associates work with customers to optimize their decisions.
Integrated Data Capture-and-Forward Capabilities
Transforms applications from a point solution to a comprehensive, end-to-end customer service, lead generation and sales conversion platform. Enables organizations to capture user input data, and then forward this information, along with the results of the analysis, to an organization’s internal systems, such as lead management, CRM, and customer support systems. Analysis results can also be used to automatically prepare and send customized follow-up communications (in any organization-defined format, such as a loan application) back to users, helping to move the sales conversion cycle forward.
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.