Designing Interactive Financial Calculators for SoFi
custom logic
integration
seo
optimization
user-friendly
design
Services
Industries
Technologies
Client Overview
SoFi, a leading fintech firm, sought to enhance its customer engagement by developing 8 interactive financial calculators for its main website. These calculators aimed to provide users with valuable insights and tools to make informed financial decisions. The challenge was to create visually appealing and user-friendly calculators that incorporated complex financial logic and algorithms, reflecting real-world scenarios and delivering trustworthy results. Spiral Scout stepped in as the expert solution provider, bringing a unique blend of design and technical expertise to the table, ensuring the calculators met SoFi’s high standards and branding.
Goals
- Develop 8 interactive calculators with complex financial algorithms.
- Ensure seamless integration with SoFi’s existing WordPress platform.
- Enhance user experience with custom-designed landing pages.
- Increase lead generation and customer engagement on SoFi’s website.
Challenges
Solutions
Complex Financial Logic
SoFi required calculators that could accurately reflect real-world financial scenarios, a complex task given the intricacies of financial logic.
Robust Algorithm Development
Spiral Scout developed calculators using the latest JavaScript (ES6) technology, integrating Webpack, PHP, SCSS, Babel, and ESLint to ensure accurate and reliable financial calculations.
User Experience Design
Creating a user-friendly design that aligned with SoFi’s branding while providing valuable insights was essential.
Custom UI/UX Design
Conducted competitor research and designed unique user interfaces for each calculator, combining SoFi’s styles with innovative design elements to enhance user engagement.
Seamless Integration
Integrating the calculators into SoFi’s WordPress-based platform required careful planning and execution.
Strategic Integration Process
Utilized PHPStorm and OpenServer for development, ensuring seamless integration with SoFi’s existing platform and a smooth transition to the client-facing site.
Project strategy
Overview of the critical steps that shaped the project’s success and addressed its key challenges.
Discovery and Specification Review
Reviewed technical specifications and conducted competitor research to identify best practices, setting a solid foundation for development.
Collaborative Design and Development
Worked closely with SoFi’s marketing stakeholders to design and develop calculators that aligned with their vision and branding.
Review and Implementation
Conducted a thorough review and approval process, delivering final code snippets to SoFi’s development team for implementation.
Results & Impact
The interactive calculators significantly increased SoFi’s customer engagement and lead conversion rates. The project successfully aligned with SoFi’s visual identity, enhancing its position as a leader in the online personal finance space.
Key Impact Points
Increased lead conversion rates through user-friendly design.
Enhanced customer engagement with interactive tools.
Strengthened SoFi’s market position in personal finance.
deliverables
- Developed 8 interactive financial calculators with custom logic.
- Created visually appealing landing pages for each calculator.
- Integrated calculators seamlessly with SoFi’s WordPress platform.
- Provided comprehensive documentation and support for implementation.
These weren’t just basic landing pages and calculators. We researched carefully the user to get into their shoes and then made sure the calculators would present valuable enough information to them so they left their email address and became a lead.
John Griffin
Co-Founder & CEO of Spiral Scout
OVERALL SCORE
At Spiral Scout, we believe that when it comes to software development and delivery, it’s time for a change.
5.0
SCHEDULING
On Time / Deadline
5.0
QUALITY
Service & Deliverables
5.0
COST
Value / Within Estimates
5.0
NPS
Willing to Refer
