About Fintactix
Fintactix is a financial technology company dedicated to helping banks, credit unions, and financial institutions build smarter relationships with their customers. We believe the best financial decisions start with the right tools. And that the right tools provide the right guidance at the right time.
Our Financial Guidance Suite meets consumers wherever they are: quick-answer Calculators for those just starting to explore, and in-depth Navigators for those ready to take action. Together, these tools help you attract visitors, educate prospects, and convert qualified leads.
Financial Guidance Suite
From first question to qualified lead—the Financial Guidance Suite covers the full consumer journey with two complementary product lines:
Financial Calculators deliver quick-answer guidance for early-stage visitors. In 30 seconds to 2 minutes, users can estimate payments, compare scenarios, and build confidence. They're an essential part of making your website a go-to resource that captures top-of-funnel traffic.
Financial Navigators provide in-depth guided journeys for serious decision-makers. Over the course of 5 to 15 minutes, users work through multi-step experiences that collect their information, deliver real-time calculations, and present personalized loan offers. They present multiple conversion options, including the ability to route leads to qualified branch personnel.
Without Calculators, you lose early-stage visitors to competitors. Without Navigators, you lose ready-to-act prospects to friction. The Financial Empowerment Suite ensures you capture both.
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Financial Calculators
Financial Calculators deliver quick-answer guidance for consumers with straightforward questions. In 30 seconds to 2 minutes, users can estimate payments, compare scenarios, and build confidence. They're an essential part of making your website a go-to resource that captures top-of-funnel traffic.
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Financial Navigators
Financial Navigators deliver in-depth, guided experiences for consumers who are ready to make complex financial decisions. In just 5 to 15 minutes, users move through a structured, multi-step journey that gathers their information, performs real-time calculations, presents personalized loan offers, enables side-by-side offer comparisons, and provides education along the way through built-in Navigational Aids.
The result: qualified leads with full lead profiles—name, contact info, income, timeline, and product preferences—routed directly to the right branch or loan officer.
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Insights
At Fintactix, we are dedicated to helping businesses and financial institutions deliver effective financial tools and advice to their customers. This Insights page is designed to provide you with best practices, implementation guidance, and tips for maximizing the impact of our Financial Calculators and Financial Navigators.
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