Community Chair

Top Interactive Financial Calculators

Credit Unions are good at promoting financial products and services on their website. To become a true financial well-being partner, they also offer excellent financial literacy content.

Integrating financial calculators on the website is a good way to blend financial education with marketing to develop strong engagement with the consumers. Financial institutions are now using easy to use, interactive calculators on their websites not only to engage with the customers and prospects and help them in their decision-making process but also to use that information to build stronger marketing programs.

Financial calculators cater to planning and comparing needs from lending decisions to retirement plans, purchases, and expenses.

Amidst so many partners to choose from, we provide you with a list of Top Interactive Financial Calculators that will help your members conquer financial wellbeing.

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1. CalcXML

CalcXML designs consumer-facing analytical calculators. They can be used to enhance your website, and provide your members with tools that are needed to make important financial decisions. They can be customized as per your website requirements.

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Here are a few features you can take note of:

  • Mobile ready - They have responsive web design principle and can adapt to the screen on which they are displayed
  • Customizable - The calculator can be customized to blend into your website. Also, they are easily embeddable.
  • Lead Generation - Display lead generation forms are part of the calculator input form and hence can support processes like onboarding.
  • Multi-Language - Can be used in any country and currency. 

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2. Dinkytown

From calculating a retirement plan to filing taxes to answering complex loan problems, Dinkytown provides easy-to-use financial calculators. The website calculators are free to use, and can also be licensed as a financial product on your website. These calculators can be custom-made for your organization as well.

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Listed below are few key features -

  • Responsive designs - The calculators responsively adapt to the device they are being used on. They can adapt to any website with the possibility of seamless integration and branding.
  • CSS customization for easy colors, font, and styles.
  • Fast loading and fantastic touch GUI. 
  • Autosave and email feature, which lets users move away and resume to pre-saved entries.

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3. Fintactix

Fintactix calculators help you provide a highly integrated and engaging learning experience so that the customers can make informed and well-calculated decisions.

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Here are some additional features: 

  • Responsive design- Easily adaptable and customizable.
  • Email results, call to action with easy implementation.
  • Customizable brand and style.
  • Highly interactive with slider driven input controls and infographic results 

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4. Lead Fusion

Lead Fusion is an industry leader in Finance Experience Management. Apart from providing answers to customer’s financial problems, Lead Fusion Calculators provide educational content, are branded for your organization, and can enable a multi-device digital experience.

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Listed below are a few notable features: 

  • Responsive design- With finger-friendly controls, clean and modern layout, they are optimized for a wide range of devices.
  • Custom Branding - They are powered by open design branding which enables a highly interactive experience, with easy deployment and implementation.
  • Call to sales actions - Can help accelerate your sales by guiding users to products and actions based on calculator results.
  • Data Persistence and Integration - Calculator inputs are stored in a high-performance database so that customer responses stay stored and you do not have to ask the same questions twice. Retention periods are also adaptable to your organization’s needs.

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5. Signal Intent

A fast-growing company for modern digital calculators, Signal Intent helps you finesse the digital experience. The tool is easy to use and loaded with powerful features to drive growth in your organization. In addition to guiding the consumers with their decision-making, all the data in the calculators is captured to help with the marketing and nurturing of the consumers.

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Here are a few salient features -:

  • SEO Optimized Calculator - The calculator is built from the ground, and has an SEO - friendly java script, custom copy for keyword targeting with best in class performance, and loading pages.
  • Answers to complex problems - Increases your engagement by being interactive and providing responses for complex customer questions.
  • Conversion driving machine - Has targeted call to action buttons to test, optimize and measure growth.
  • Innovative and beautifully designed
  • Modern, mobile-first design. https://www.signalintent.com/calculators/ 
  • The only Calculator Management Platform that allows you to launch in minutes and customize/update in real-time. More info: https://www.signalintent.com/platform/
  • Targeted call-to-action buttons that convert more website visitors into customers. 
  • The first calculator answer widget, which allows you to easily launch calculators contextually at scale across your website.  More info: https://www.signalintent.com/calculator-widget/
  • The only calculator company that's capturing valuable customer insights to enable personalization and inform business intelligence. More info: https://www.signalintent.com/platform/

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6. Time Value

TCalc Financial Calculators are an interactive and additional experience for your website, which also help your customers answer relevant financial problems.

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Here are a few notable features - 

  • Marketing tool - You can use it for supporting processes like advertising your services by adding additional links or promotions, or capturing lead information from the calculator.
  • Informative- Can help answer simple to complex financial problems.
  • User Friendly - The calculator is fun to use, easy to understand, mobile-friendly, and cross-platform compliant.
  • Integration- Can be easily integrated and customized as per the requirements of your website.

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Conclusion

Make sure you choose a solution that is the best fit for your organization’s needs.

As the CU industry continues to embrace digital solutions, by providing your customers with the right tools, you can become a trustworthy partner in their decisions.

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