Client Showcase
Since 1993 we have worked with hundreds of financial institutions, ranging from the very largest to the independent financial advisor. In addition to our off-the-shelf solution, we have built numerous custom projects spanning many types of technologies. Listed below is some of our recent work with a brief description of their unique implementation of our financial tools.
In order to better showcase our content, in April 2008 CalcXML launched HelpMeFinancial.com. This consumer-friendly portal is packed with hundreds and hundreds of pages of financial articles, calculators, and national average data which can all be licensed from CalcXML. The site also illustrates the design flexibility and creativity that can be implemented using our XML-ready content and, hopefully, gives you some ideas on how to "monetize" your web site.
Click to view implementation (XML/Web Services)
In January 2007, Yahoo! Finance deployed dozens and dozens of our financial calculators on their high-traffic Personal Finance site. They switched technologies from a competing calc vendor in order to be able to host their own solution and obtain more control over look-and-feel. Using our unique xml schema documents they are able to dynamically generate calc input pages 'on-the-fly' when the web visitor clicks on a calculator link. Further, we were able provide an efficient, load-balanced and scalable solution to give their millions of visitors a flawless experience.
Click to view implementation (XML/Web Services)
Following on the heels of Yahoo! Finance, in August 2007 Yahoo! Real Estate launched their own version of the Home and Mortgage calculator category. This implementation has some unique UI design techniques such as the ability to Show/Hide detailed amortization tables. In addition, they created "Teaser Calcs" which encourage use by featuring minimal input questions and pre-populated fields via real-time interest rate feeds. With the speed and scalability of the CalcXML java-based engines, these calculators have been featured successfully on the homepage of Yahoo.com.
Click to view implementation (XML/Web Services)
AOL launched CalcXML technology to support their Real Estate portal. With calculators such as Mortgage Amortization, Home Affordability and Rent versus Buy, consumers are easily able to get the answers they are looking for. AOL's implementation is unique in that they split the calculated results over several user-friendly tabs: input/table/chart.
Click to view implementation (XML/Web Services)
The nation's fifth largest bank selected CalcXML to create a retirement planning engine – Retire Secure Index (RSI). This Wells Fargo RSI calculator was integrated with a Flash application using interactive video to create a unique and compelling user experience. This online calculator, along with distribution into various branch offices, helped establish Wells Fargo as a leader in the retirement and investment business.
Click to view implementation (XML/Web Services)
The popular real estate valuation site, Zillow.com, recently added a dozen CalcXML-hosted calculators to their new Mortgage section. Through CalcXML-hosted w/ Custom Stylesheet modifications, they are able to easily customize the look-and-feel of their calculators and display them within I-Frames to seamlessly blend in with their web site look-and-feel.
Click to view implementation (CalcXML-hosted w/ Custom Stylesheet)
This 100+ year brokerage firm decided to supplement their high net worth financial planning system (used by Advisors) with easy-to-use CalcXML online calculator tools for consumer use. With the XML web service integration they were able to achieve a seamless look-and-feel alongside their existing content.
Click to view implementation (XML/Web Services)
Mainstay Funds, a New York Life Investment Management subsidiary, selected a number of our calculators and tools to help individual investors make better informed decisions about their money. Using our stylesheet guide they were able to easily customize the calculators to match their existing web site and complement the other material in their Investor Education center.
Click to view implementation (CalcXML-hosted w/ Custom Stylesheet)
Media giant, E.W. Scripps Company, recently launched a new home and mortgage portal in conjunction with their HGTV property. FrontDoor.com assists individuals with buying/selling a home. They spent the time to create their own look-and-feel for the calculator pages, which they host, and make 'behind-the-scenes' XML calls to our calc engines.
Click to view implementation (XML/Web Services)
By adding financial tools at an affordable price, a smaller regional bank is able to compete directly with larger institutions. Using the "CalcXML-hosted" solution with stylesheet modifications, they are able to brand and customize the look-and-feel of their calculators to blend in seamlessly with their web site.
Click to view implementation (CalcXML-hosted w/ Custom Stylesheet)
Mutual of Omaha selected CalcXML to provide numerous tools for both their insurance and banking initiatives. Due to time constraints and limited in-house programming resources on the banking side, they opted to implement our new "CalcXML-hosted" solution. This option allows you to simply customize a stylesheet (which we send you) where you modify colors, fonts, and text to match your web site design. Once you return the .css stylesheet file back to us, we apply it to your calculator links and you are ready to go "live". Very quick to market (no programming required) yet customized to your needs. On the insurance side, they took a little longer and used our XML web service to create a more customized look by creating and embedding their own input/output pages.
Banking Implementation (CalcXML-hosted w/ Custom Stylesheet)
Insurance Implementation (XML/Web Services)
Touting over $75 billion in assets, Jackson National Life Insurance Company (JNL), selected CalcXML to provide financial tools for their new Education Center. JNL opted for the quick-to-market CalcXML-hosted solution and was able to successfully modify our default stylesheet to accommodate their own fonts, disclaimer text, web site colors, logo etc. JNL successfully integrated the calculator tools alongside their in-house multimedia retirement presentation.
Click to view implementation (CalcXML-hosted w/ Custom Stylesheet)
Another well-respected insurance company launched the CalcXML-hosted solution branded with their logo and colors for a professional look. They divided their calculators into Protection, Retirement, Wealth and Estate Planning categories. Consumers are able to do preliminary financial planning with these tools prior to contacting a Penn Mutual agent.
Click to view implementation (CalcXML-hosted w/ Custom Stylesheet)
Experian Interactive launched a new website that is a consumer's guide to credit cards -- ExpertsOnCredit.com. Not only dealing with credit cards, it is also an educational site for all matters related to credit and personal finance. Users can find several interactive financial tools on the home page, including an array of relevant consumer calculators all created and integrated using PHP. ExpertsOnCredit.com organizes these 12 calculators by topics including credit, home and mortgage, cash flow and retirement.
Click to view implementation (CalcXML-hosted w/ Custom Stylesheet)
The author’s of America's bestselling tax guide implemented CalcXML tax calculators as part of a new web site redesign. Calculator pages were created to blend in with their new Life Events site. The tools were implemented to increase repeat visitors and to encourage people to sign up for a monthly subscription.
Click to view implementation (XML/Web Services)
The National Education Association used a combination of two CalcXML calculators to generate results for their "5-Minute Retirement Checkup" tool available to their 3.2 million members. This easy-to-use Flash calculator helps members to quickly assess whether they are on track for retirement and what supplemental savings will be required to meet their retirement goal.
Click to view implementation (XML/Web Services)
Banks.com, a popular money-management portal, features financial tools on the home page to encourage repeat visitors. They also display topic-specific calculators to match their financial areas of focus: real estate, mortgage, checking and savings, insurance, credit cards, investing and debt. This php implementation spreads the input questions over two or three screens to encourage tool use.
Click to view implementation (XML/Web Services)
This nationwide lender contracted with a third-party web design company to redo their web site. After considerable research, the web design company selected CalcXML as the best solution for their client who wanted a customized look-and-feel. They also paid a little extra on the annual licensing fee in order to eliminate the CalcXML attribution logo. Further, we built a couple of custom calculators for them according to their specificiations.
Click to view implementation (XML/Web Services)
Boasting $133B under management, this company sought out CalcXML technology in order to have a custom Tax-Equivalent Yield calculator built to help their web visitors understand the value of tax-free bonds. Our unique web service technology was easily integrated with their .NET application.
Click to view implementation (XML/Web Services)