
The Financial Guidance Suite
Consumers don't arrive at your website ready to apply. They arrive with questions. The Financial Guidance Suite meets them wherever they are, from first question to qualified lead, with two complementary product lines designed to work together.
The Challenge
Some visitors are just starting to explore, wondering what they can afford or how payments work. Others are further along, comparing options, evaluating terms, ready to take action.
Most financial websites offer a single experience that works for neither group. Simple calculators frustrate serious buyers who need depth. Complex applications overwhelm early-stage explorers who just want a quick answer.
You need tools that meet consumers where they are.
Calculators vs Navigators
Two tools, one goal: guide consumers from curiosity to commitment.
Financial Calculators
Quick-answer guidance
Top of funnel
Awareness & Interest
"I have a quick question"
30 seconds – 2 minutes
3–5 fields, single screen
Optional email results
Name, email, calculator inputs
Attracts visitors & builds trust
Financial Navigators
In-depth guided journeys
Bottom of funnel
Consideration & Decision
"I need help figuring this out"
5 – 15 minutes
10–20+ fields, multi-step wizard
Full consumer profile
Name, phone, purchase intent, credit, timeline
Converts shoppers into qualified leads
Built for Banks and Credit Unions
The Financial Guidance Suite is designed for community banks, credit unions, and regional financial institutions that want to:
Turn Traffic into Leads
Compete Digitally
Educate Without Adding Staff
Deploy in Weeks
ADA Accessibility
IT Infrastructure
Disaster Recovery
Customizations
Available Products
License Financial Calculators by category, Financial Navigators by product, or combine both for comprehensive coverage. The more products licensed and the longer the term, the greater the savings.
Financial Calculators
Over 100 calculators across 11 categories, covering personal finance and small business topics. Each calculator features interactive sliders, real-time results, and optional email lead capture.
Frequently Asked Questions
How is the Financial Guidance Suite priced?
Financial Calculators are licensed by category (Auto, Mortgage, Savings, etc.) and Financial Navigators are licensed individually. Both are offered on one-, two-, or three-year terms. Pricing is based on your institution's asset size. The more products you license and the longer the term, the lower the per-product cost. Schedule a meeting to get a customized quote.
What's the difference between Calculators and Navigators?
Calculators are single-screen tools that answer quick questions in 30 seconds to 2 minutes—ideal for early-stage visitors exploring options. Navigators are multi-step guided experiences that take 5–15 minutes and capture full prequalification profiles—ideal for serious shoppers ready to engage. Most institutions benefit from both.
How long does implementation take?
Most institutions are live within weeks. Our tools integrate via standard iframe tags, so there's no complex IT project required. We handle branding and styling to match your website, and provide the embed code for your team to place on your pages.
Can I license just Calculators or just Navigators?
Yes. You can license Calculator categories and Navigator products independently. However, many institutions find that combining both covers the full consumer journey—Calculators for awareness and engagement, Navigators for conversion and lead capture.
How do leads get to our loan officers?
Navigator leads can be emailed to a designated inbox, posted to your CRM via webhook, or routed automatically to specific branches or loan officers based on the user's ZIP code. Each lead includes full contact information plus all the financial details collected during the Navigator session.
Do you work with digital agencies?
Yes! We partner with digital agencies to provide calculator and navigator experiences for website redesign projects. If you bring us a new customer, we provide a 15% referral bonus on the initial license value. Get in touch to learn more.