Yes, we know that regulations require certain information at the time of application, but we encourage you to ensure that when the visitor is directed to your contact or application form, it contains only the most necessary information -thus increasing your chance of a successful conversion.Īdd a Positive Spin to Your Liability Statement This doesn’t directly impact the experience with your calculators, but is a quick tip for forms on your site: shorter applications and contact forms have the highest chance of being completed. Your CTA should match the design, color, and functionality of other call-to-action buttons and text throughout your site.Ĭalls to action usually result in a user going to fill out a form. Your call to action should prompt your visitors to either apply or contact you and should catch their attention. One of the best ways to have a calculator do your sales work for you is to ensure that, once a prospect has done a calculation, there is an easily accessible call to action (CTA). ![]() ![]() Repeat this process on any fields that a potential customer or member may not understand fully. Doing so will cause those with no financial background to input guessed values, potentially causing frustration when they walk into your bank and find that their calculations were off by a wide margin.ĭoes your bank have an introductory rate for most applicants for mortgages, auto loans, or personal loans? How about savings accounts and CDs? Place a feasible rate in the appropriate field by default for those who have no idea what they might get when they apply. Never leave calculators a blank slate for prospective clients to guess at. Having too much data input or complicated results can confuse your prospect, causing them to look elsewhere for a more simplified experience. Most of your customers aren’t financial gurus like you, so making it as simple and intuitive as possible for them to calculate things like mortgage or loan payments is the goal. We believe that keeping calculators simple is key for a successful implementation. ![]() In this article, I will explain a few ways you can successfully implement calculators on your website and how providing a great user experience with calculators can benefit your financial institution. Having a calculator with a great look will create a positive first impression for your FI and if you implement it properly, can create the first step to a smooth onboarding process for your new customers or members. Many prospective clients visit a financial institution's website specifically to use the calculator to make sure they can afford a loan before going to the branch to speak with an officer. Banks and credit unions with well-implemented calculators drive more user engagement -and user engagement helps create more opportunities for new business. Calculators have been a part of financial institution (FI) websites for decades, and for good reason.
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