Insights
ROI & Business Case
A practical guide for digital and marketing leaders who need to translate calculator tool investment into financial language that resonates with finance and operations leadership.
10
Engagement & Analytics
How interactive financial tools fit into a broader digital banking UX strategy — and what distinguishes financial institutions that have made digital experience a competitive advantage.
7
Mortgage Lending
Conventional, FHA, VA, USDA — most borrowers can't navigate mortgage options on their own. How to guide them to the right product before a competitor does it for you.
9
Mortgage Lending
The mortgage journey starts long before the application. A complete guide to how community banks and credit unions can capture more borrowers from first exploration through funded loan.
12
Mortgage Lending
The relationship between mortgage calculators and loan officer performance — how digital tools at the top of the funnel create better conversations, warmer leads, and more efficient closings.
5
Compliance & Accessibility
Before you deploy or sign a contract, ask these questions. The compliance checklist that helps institutions evaluate digital lending tools before they create regulatory exposure.
7
Implementing & Integration
Platform-specific implementation guidance for the Fintactix Smart Embed system — step-by-step for each CMS environment, with troubleshooting for the issues that come up most often.
13
Compliance & Accessibility
What WCAG 2.2 Level AA compliance means for financial institution websites, where calculators most commonly fail, what a compliant implementation looks like, and how vendor selection determines your accessibility risk exposure.
18
Auto & Consumer Lending
You have competitive rates. The challenge is getting borrowers to see them before the deal is done. A complete playbook for winning auto loan borrowers during the research phase.
14
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