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.