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Solutions for Financial Services

Enhance Customer Acquisition, Retention, Satisfaction and Cross-Selling

VisualCalc has worked with a number of financial services organizations, including large Fortune 100 banks, investment firms, retirement services agencies, and mid-size credit unions. These customers have taken advantage of all of our solution categories, including turn-key financial calculators, customizable decision support tools, and fully custom web applications. These tools have been deployed on financial institutions' websites, helping their customers select the best products and services for their needs. They have also been used internally by financial institutions' associates, serving as a guided selling solution for their interactions with prospects and clients. In both cases, these tools help financial institutions expand customer acquisition, improve customer loyalty and satisfaction, reduce customer churn, cross-sell and up-sell additional products and services, and right-channel to reduce transaction costs for sales and support.

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Featured Demo

Credit Card Calculator


Success Story

Deposit Allocation Tool


VisualCalc worked with a large national bank to develop a custom sales tool called the Deposit Allocation Tool. The Deposit Allocation Tool is a powerful, customizable sales tool that banks and other financial institutions can use to help establish and cultivate relationships with customers and prospects. The Deposit Allocation Tool helps banks determine a customer’s optimal deposit allocation across a variety of their deposit products, such as checking accounts, savings accounts, CD’s and IRA’s.