API Financial Tools

 

Develop your own custom education experience.

Leadfusion API Financial Tools provide the building blocks for your institutions to develop your own online consumer education experience. API Financial Tools allow you to unleash the value of Leadfusion Researching Solutions into many different interface technologies beyond HTML, including: mobile applications, kiosks, ATM networks, IVR systems, and call center applications.

API Financial Tools’ patent pending functionality leverages the same powerful library of financial calculations as other members of the Researching Solutions family and is delivered by the same highly available and redundant data center infrastructure. API Financial Tools are included in the Premium Financial Tools license and are also available as a standalone license.

 

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Rich Internet Application

With API Financial Tools, your developers can apply Rich Internet Application (RIA) technologies for the user interface or embed financial tools within other applications.RIA customized interfaces are most often used to feature a specific line of business, product or promotion or to embed in other applications

With Leadfusion, you have the option to mix-and-match the use of API Financial Tools and Premium Financial Tools to leverage the combined functionality of custom RIA and HTML interfaces. By blending these approaches, you can be assured of consistent results delivery to consumers across touch points while minimizing cost, implementation time, and maintenance requirements.

Financial Tools Library

API Financial Tools provide you with a flexible platform to build advanced interfaces to financial tools and educational content. By offering direct access to the library of financial calculations, API Financial Tools enable your developers to:

  • Exercise full design control over tool calculation inputs and output interfaces.
  • Decouple the financial tool interface from tool calculation and educator content.
  • Create financial tools and educators using Flex, Flash, Asynchronous JavaScript and XML (AJAX), and direct extensible markup language (XML) data access via a RESTful Web service approach.
  • Embed financial tool functionality into environments such as mobile devices, e-commerce platforms, financial planning applications, and emerging media such as digital television and on-line or interactive video.

Performance and Reliability

Like all Leadfusion Researching Solutions, API Financial Tools operate on a highly reliable SaaS platform with proven real-world scalability. Leadfusion’s platform services tens-of-millions of financial calculations per month to most of the nation’s leading financial services companies.  As with other members of the Researching Solutions family, all required tax law and regulatory updates to API Financial Tools calculations and educational content are made on an ongoing basis to ensure current and accurate information is delivered to consumers.

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Next Step zones on Premium Financial Tools provide guidance to your visitors and entice them to take immediate action. Next Step zones are dynamically rendered based on the market segment the customer qualifies for and can include any image or any number of calls to action. Next Step zones were designed to direct prospects to:

Review additional information on products or services
Click on an "Apply Now" link for an online application
Initiate a real-time, online chat session with a representative
Take a non-web action like calling to speak with an agent
Research a special promotion of cross-sell opportunity

Next Step zones are essential to jumpstart online sales efforts by inviting in-market leads to enter the sales process.

Panel 5

Next Step zones on Premium Financial Tools provide guidance to your visitors and entice them to take immediate action. Next Step zones are dynamically rendered based on the market segment the customer qualifies for and can include any image or any number of calls to action. Next Step zones were designed to direct prospects to:

Review additional information on products or services
Click on an "Apply Now" link for an online application
Initiate a real-time, online chat session with a representative
Take a non-web action like calling to speak with an agent
Research a special promotion of cross-sell opportunity

Next Step zones are essential to jumpstart online sales efforts by inviting in-market leads to enter the sales process.

Panel 6

Next Step zones on Premium Financial Tools provide guidance to your visitors and entice them to take immediate action. Next Step zones are dynamically rendered based on the market segment the customer qualifies for and can include any image or any number of calls to action. Next Step zones were designed to direct prospects to:

Review additional information on products or services
Click on an "Apply Now" link for an online application
Initiate a real-time, online chat session with a representative
Take a non-web action like calling to speak with an agent
Research a special promotion of cross-sell opportunity

Next Step zones are essential to jumpstart online sales efforts by inviting in-market leads to enter the sales process.