Calculators
Unique engine that enables the possibility of having a single calculator for all products and channels within the institution and related partners.
Main Advantages
Real-time simulations available for your clients through any channel (corporate website, internet banking, branches front-end) and 100% online.
Available for mobile phones, web portals (web responsive), internet banking and branch network
Highly flexible and easy to use Marketing module (within Credit Workflow) allowing product teams to create and manage product characteristics and price lists without IT support
Integration with the bank core system for client contextualization and data import and with the existing credit workflow in the bank
Standardized Information Sheet, Full payment plan, scenario comparison and Detailed information about products, expenses and rates
Track customers' journeys, simulations and comparisons and suggest the best alternative according to campaigns
We apply the Web Content Accessibility Guidelines to make content more accessible to a wider range of people with physical and learning disabilities and cognitive limitations
Available for mobile phones, web portals (web responsive), internet banking and branch network
Highly flexible and easy to use Marketing module (within Credit Workflow) allowing product teams to create and manage product characteristics and price lists without IT support
Integration with the bank core system for client contextualization and data import and with the existing credit workflow in the bank
Standardized Information Sheet, Full payment plan, scenario comparison and Detailed information about products, expenses and rates
Track customers' journeys, simulations and comparisons and suggest the best alternative according to campaigns
We apply the Web Content Accessibility Guidelines to make content more accessible to a wider range of people with physical and learning disabilities and cognitive limitations
How it Works
It has lead generation capabilities with loan origination integration, being fully integrated with the bank's core system and with the existing credit workflow.
The first calculation will use the predefined default price, term and conditions automatically obtained from the loan products catalog but the customer can change it and simulate
According to what's chosen by the user, the calculator will perform all the loan calculations
Send the simulation by email, Print it, Resume Loan, see the Full Payment Plan, create and compare Scenarios
Allow returning and finishing the applications
Proceed with client's simulation instantly through loan origination module
System Features
Calculators is a full suite of financial calculators, and functions as a credit simulator. It stands out by having a modular, flexible integration architecture.
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Customizable credit and financial simulators
Using previously created settings, create an internal or a public calculator for a specific purpose.
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Search
Find and retrieve simulations and contacts easily using several filters available.
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Statistics
Intuitive and straight to the point dashboards with the most important information of the Calculators usage and its values.
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Leads follow-up
Generate, consult and maintain customer leads in order to contact and follow up on them.
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Loan Products Catalog
Backoffice catalog that allows business teams the ability to easily manage product characteristics, price lists and parameters without IT support
Using previously created settings, create an internal or a public calculator for a specific purpose.
Find and retrieve simulations and contacts easily using several filters available.
Intuitive and straight to the point dashboards with the most important information of the Calculators usage and its values.
Generate, consult and maintain customer leads in order to contact and follow up on them.
Backoffice catalog that allows business teams the ability to easily manage product characteristics, price lists and parameters without IT support
Start Now. Expand your credit business while boosting customer satisfaction.
Our Solutions
Highly configurable software credit solutions that increase a bank's profitability and productivity while addressing today's banking challenges and opportunities.