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Success Stories

One of the nation's largest banks is using the VisualCalc Deposit Allocation Tool to help develop customer relationships, increase deposits, and improve customer satisfaction.

One of biggest HMO’s in the nation uses VisualCalc Custom Calculators & Tools to help existing and prospective customers make better decisions regarding the best health plans for their needs.

One of the country’s largest HMO’s uses VisualCalc Custom Calculators & Tools to improve customer acquisition and retention, and reduce administrative costs.

Montgomery Funds uses VisualCalc Calculators to help engage and educate their customers. These tools help existing and prospective clients understand the value and appropriateness of various Montgomery investment products.

VisualCalc and The Newport Group have partnered to create an interactive financial planning tool that provides a comprehensive, personal planning experience covering all of an individual’s retirement and non-retirement needs.