How To Make A Financial Calculator For Your Website
Editable calculator widget templates for WordPress, SquareSpace, Wix and more 🧮
3rd December 2020 by Monika Ben
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 it in your website.
We’ve gathered customizable templates that help you do just that with no technical skills. Check them out.
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Financial calculator widget templates
All the templates listed here are able to be edited in any browser, with no software downloads. You can customize essentially anything about these - the background, the colors, the text, how the results are calculated… and yes, of course, you can add your logo and custom fonts.
Each template comes with its own:
✓Customizable link
✓Shortened link
✓Customizable embed
works for WordPress, SquareSpace, Wix, or any other type of website
✓QR code
They never expire, unless you set an end date for your campaign. Expired campaigns can be cloned to use again as many times as you’d like.
Credit score calculator
I know, people should know their credit score, but they don’t. If your client’s credit score is a determining factor for the service you provide, this calculator can help them find out and send you the results.
What’s great about this financial 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.
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 calculator does it for them. And it can just as well do it for your website.
Once edited to your liking, this calculator widget can be embedded into your WordPress, Wix, SquareSpace, or any other type of website in seconds.
Inserting this flexible loan calculator widget into your website is the faster 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.
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.
This car loan calculator widget allows your website visitors to calculate what monthly payments to expect. 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. All that is via a simple drag & drop menu so even the least technically savvy person on your team can do it.
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.
Making your own fully custom calculator is as easy as editing these templates. If you can make a drag & drop landing page or email, you can make a financial calculator widget. You don’t need to be a web developer to implement engaging content anymore.
Check out this video on How to make a financial calculator!
If you’d like to go more in-depth, here’s a full 40-minute webinar that explains everything you need to know about making your own calculators.
TL; DR
Making your own financial widget 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 financial calculator widget, just grab and edit one of the templates or simply drag & drop your own from scratch. 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.
Get Started with Web CalculatorsWith One Of Our 180+ Templates
