Personal finance is scary and confusing. People don't like talking about their finances. This presents a challenge for financial consulting companies: How do you get prospective clients to share details about their finances? Fun and helpful calculator widgets are the answer. Let's see how to make a custom financial calculator for your website.
Personal finance calculators camouflage data collection with value and gamification. Asking your website visitors for sensitive information about their personal finance is a lot easier when it doesn't feel like that's what you're doing. Calculators offer genuine, individual, case-specific help to everyone using them.
Value first lead generation strategies have been common practice for years. “We'll send you a PDF in exchange for your email”, “We'll offer you a discount for filling in a feedback survey” or “We'll send you a free video course if you sign up for this newsletter” are go-to lead gen practices you see every day.
Financial calculators are a new way to offer upfront value and turn website visitors into customers. That's the easy part to wrap your mind around. The challenging part is making a smart calculator, email-gating it, and embedding a calculator form in your website.
We've gathered customizable templates that help you do just that with no technical skills. Check them out.
Get Started with Interactive Calculators
With One Of Our 300+ Custom Calculator Templates
1. Credit Score Calculator Template
If your client's credit score plays a significant role in the financial services you offer, our calculator can assist them in discovering their score and promptly sending you the results.
What's great about this interactive calculator is that it not only displays the credit score, but it also explains what it means. Each score range has its own page where you can enter custom messages, advice, or redirect people to different parts of your website or teams.
With this email gated calculator, clients with great credit scores can speak to your loan and mortgage specialists, while clients with lower scores can check out ways to fix it.
2. Can You Afford a Mortgage Template
A typical mortgage calculator tells you what expenses you can expect if you were to buy a specific property. What makes this calculator different is that it can answer a yes or no question: can you afford the mortgage?
This is incredibly helpful for real estate agents who don't have time to explain to clients what's a realistic budget range for them. This online calculator does it for them. And it can just as well do it for your website.
Once edited to your liking, this interactive calculator widget can be embedded into your WordPress, Wix, SquareSpace, or any other type of website in seconds. You can also build calculator in minutes. Grab a template to get started.
3. Personal Loan Calculator Template
Inserting this flexible loan calculator widget into your website is the fastest way to create engaging, evergreen content that gets shares and leads. It's preset to email gate the results so everyone who plays with it will instantly convert to a lead. That's the real benefit of interactive experiences ;)
Setting up automated, instant email responses can be done directly from the widget without using a third-party tool. You can take advantage of these emails to either send the results or book sales calls.
4. Car Loan Calculator Template
This auto loan calculator widget allows your website visitors to calculate their monthly payments. It has the option to add your sales team's booking calendar and send confirmation emails that list all your client's answers.
Of course, the formula that calculates the results can be tweaked or completely replaced with your own financial calculations. All that is via a simple drag & drop menu so even the least technically savvy person on your team can do it.
5. Inflation Calculator Template
This calculator widget has the best of both worlds - it comes preset with historical inflation rates that you can use in any inflation-related calculation, but it also already has a basic inflation calculator formula that works.
The default setting counts the inflation rate between two time periods: you can either use it to figure out how much goods would cost in the past or predict how much they will cost in the future. You can change the formula in this template and turn it into percentage calculator.
Didn’t Find a Template You Were Looking For?
Making your own fully custom calculator is as easy as editing input fields in these templates. You can implement engaging content into your website without lines of code. Check out this video on how to make a financial calculator with involve.me calculator builder:
A branded calculator from scratch can be created in less than an hour, depending on the structure and math function you have in mind. You can add embed code generated by involve.me into your website, allowing you to display calculators similar to the examples above.
Various types of calculators can boost conversion rates and enhance pricing transparency, ultimately guiding potential customers towards making a purchase.
Communicating dynamic pricing via phone, email or customer support chat is a waste of time. With a simple calculator, you can provide your prospects with the information they're looking for while also accepting payments using your cost calculator builder. To achieve this, simply connect your payment platform, such as PayPal, Stripe, Mollie, etc. With this integration, you can receive payments in real-time, enable recurring payments, and even accept bi-weekly payments.
How to Market Your Online Calculator?
Merely creating an online calculator is not enough; effective marketing is essential to reach your target audience. Here are some strategies to help you successfully market your cost calculator.
Run Google Ads
Create a dedicated landing page with an eye-catching calculator and compelling copy that will resonate with your audience. Optimize your landing page for fast load times, mobile responsiveness, and easy navigation.
For promoting your custom calculator, you can choose either "Search" campaigns to display text ads on Google search results or "Display" campaigns to show visual ads on websites within the Google Display Network.
Within your campaign, create ad groups that group together similar keywords and ads. For example, if your ultimate calculator serves multiple industries, create ad groups for each industry and tailor your ads accordingly.
Place a Calculator on a Home Page
Some businesses can consider clarifying the mysteries surrounding their service pricing right away on the homepage. B2B companies also actively use a calculator on the homepage to collect and qualify leads, improving the overall user experience.
Ensure that the custom calculator is prominently displayed on your website's homepage. Consider placing it above the fold, where it is immediately visible to visitors without scrolling. This ensures maximum visibility and encourages users to interact with it.
Your ultimate calculator should seamlessly integrate with the overall design and aesthetics of your homepage. It should blend in with the branding and style of your website to create a cohesive and visually pleasing experience.
Run an Email Marketing Campaign
If you use the custom calculator builder involve.me, you can send personalised emails with a link to your calculator. It's possible to connect involve.me with your preferred email marketing platform, such as HubSpot, GetResponse, or MailChimp. With this integration, you can seamlessly transfer data and automate email campaigns based on user interactions with your custom calculator.
Within involve.me, you can also send out automated personalized response emails. Your emails can include the estimated price, additional information about your products, or a simple "thank you for your interest."
Promote Your Calculator on Social Media
A basic calculator can explain your offer and pricing system better than a thousand words. Promote your calculator on social media to create interactive digital experiences. This additional step, where visitors enter their data, will motivate them to check your final offer and get them to remember your brand.
Making your own no-code calculators for your website is well worth your time. You can use it to generate leads, create evergreen content people are more likely to share, and provide upfront value that turns casual browsers into customers.
To make your own simple calculator widget, just grab and edit one of the templates or simply drag & drop your own from scratch. With involve.me's interactive calculator builder, you don't need any technical skills. The whole process from design draft to live embedded on your website takes less than 10 minutes and you will not have to write a single line of code.