Classic Financial Tools

 

Establish an online education experience.

Classic Financial Tools provide the core calculator functionality consumers have come to expect from your financial institution website. Classic Financial Tools offer a breadth and depth of researching content to facilitate the consumer’s consideration process.

Classic Financial Tools offer simple to implement and highly-accurate financial calculators for institutions seeking to provide rich, interactive research content online. With patent pending functionality, Classic Financial Tools help educate consumers in preparation for making future financial decisions. Classic Financial Tools include 18 calculator categories spanning more than 150 topics.
 

Features

Brand Integration

You can incorporate Classic Financial Tools into an existing website through a variety of methods intended to preserve branding and trust. Calculators can be embedded via frame integration, with a pop-up window, or with masked sub-domains.

Basic design options make it easy for you to modify these tools to match corporate branding initiatives. Marketers can select color palettes and can adjust the look and feel of display elements to coordinate with your institution’s unique style and image. Classic Financial Tools calculators also include two customizable content zones for copy and graphics.

Educators and Planners

Classic Financial Tools offer additional researching opportunities to aid consumers beyond their calculator interactions.

Educators are included in nearly all Classic Financial Tools categories as a means of supplying online researchers with detailed information on financial products and services. Consumers often use Educators to better understand and build comfort with topics such as, asset allocation, financial planning, home financing and insurance options.

Classic Financial Tools can also provide a deeper investigative experience through the use of Planners. Planners feature multi-step navigation for researching college savings, financial strategy, paycheck planning and retirement planning.

Data Persistence & Integration

Classic Financial Tools ensure that you do not ask consumers the same question twice. Classic Financial Tools store calculator inputs in a high performance database for immediate recall when a consumer returns to your website. Data retention periods are adjustable according to your business objectives.

Additionally, all Leadfusion FEM Solutions share a common data model. So information entered into one tool is used to establish default values in all other tools with which that consumer may engage.

Panel 4

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.