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.

Omnichannel Solution
Omnichannel Solution

Available for mobile phones, web portals (web responsive), internet banking and branch network

Products Management
Products Management

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

Complete integration
Complete integration

Integration with the bank core system for client contextualization and data import and with the existing credit workflow in the bank

Detailed information
Detailed information

Standardized Information Sheet, Full payment plan, scenario comparison and Detailed information about products, expenses and rates

Leads Generation
Leads Generation

Track customers' journeys, simulations and comparisons and suggest the best alternative according to campaigns

WCAG 2.1
WCAG 2.1

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

Omnichannel Solution
Omnichannel Solution

Available for mobile phones, web portals (web responsive), internet banking and branch network

Products Management
Products Management

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

Complete integration
Complete integration

Integration with the bank core system for client contextualization and data import and with the existing credit workflow in the bank

Detailed information
Detailed information

Standardized Information Sheet, Full payment plan, scenario comparison and Detailed information about products, expenses and rates

Leads Generation
Leads Generation

Track customers' journeys, simulations and comparisons and suggest the best alternative according to campaigns

WCAG 2.1
WCAG 2.1

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.

1
Product definition

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

2
Loan calculations

According to what's chosen by the user, the calculator will perform all the loan calculations

3
Detailed information

Send the simulation by email, Print it, Resume Loan, see the Full Payment Plan, create and compare Scenarios

4
Save simulations

Allow returning and finishing the applications

5
Apply for a loan

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.

    Flowers
  • Search

    Find and retrieve simulations and contacts easily using several filters available.

    Flowers
  • Statistics

    Intuitive and straight to the point dashboards with the most important information of the Calculators usage and its values.

    Flowers
  • Leads follow-up

    Generate, consult and maintain customer leads in order to contact and follow up on them.

    Flowers
  • Loan Products Catalog

    Backoffice catalog that allows business teams the ability to easily manage product characteristics, price lists and parameters without IT support 

    Flowers

Using previously created settings, create an internal or a public calculator for a specific purpose.

LA

Find and retrieve simulations and contacts easily using several filters available.

LA

Intuitive and straight to the point dashboards with the most important information of the Calculators usage and its values.

LA

Generate, consult and maintain customer leads in order to contact and follow up on them.

LA

Backoffice catalog that allows business teams the ability to easily manage product characteristics, price lists and parameters without IT support 

LA

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.