CalcXML provides calculators for over 250 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 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 gain better control of the user experience and customize it to their specific needs.
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 (CalcXML-hosted w/ Custom Stylesheet - autosize iframe)
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)
In March 2009, Yahoo! En Espanol took advantage of the Spanish versions of our calculators and implemented an elegant web service
solution on their Personal Finance and Auto pages. Now spanish-speaking visitors at Yahoo! are able to utilize the same financial
planning calculators that have existed on Yahoo! Personal Finance for years.
Click to view implementation (XML/Web Services)
One of the nation's leading life insurance companies recently switched calculator vendors to CalcXML. They were able to save money and brand the calculators with the company logo as well as incorporate a "find an agent" button.
Click to view implementation (CalcXML-hosted w/ Custom Stylesheet)
In addition to the CalcXML-hosted implementation above, using our XML web services NYL linked the life insurance needs analysis calculator to their online insurance quote form. Typically, a proper needs analysis will lead to increased life coverage amounts.
Click to view implementation (XML/Web Services)
After several years with another provider AFCU, one of America's largest credit unions, switched calculator vendors to CalcXML. The upgrade yielded faster performing calculators, better graphics, improved mobile compatibility and better customer service yet still saving thousands of dollars in annual licensing fees. The auto-sizing I-Frame implementation provides a seamless interface and improved user experience.
Click to view implementation (CalcXML-hosted w/ Custom Stylesheet - autosize iframe)
Logix Banking has implemented our calcs using a CalcXML-hosted solution but with a custom stylesheet that resides on their servers so they can make look-and-feel changes as they desire.
Click to view implementation (CalcXML-hosted w/ Custom Stylesheet hosted by customer)
In an effort to provide more planning tools for their users, Firstrade, a leading online investment firm, implemented CalcXML calculators
on their web site. The iframe implementation makes it look like the calcs are simply a part of their site.
Click to view implementation (CalcXML-hosted w/ Custom Stylesheet - standard iframe)
Pacific Life, a well-known life insurance company, selected CalcXML to fulfill their calculator needs. They created a very nice look-and-feel using our standard customization options.
Click to view implementation (CalcXML-hosted w/ Custom Stylesheet)
FOX News selected CalcXML to provide financial tools for their FOX Business / Personal Finance web site. For a quicker implementation they opted for the CalcXML-hosted solution and we were able help them integrate some javascript in order to dynamically resize their I-Frame for a seamless solution.
Click to view implementation (CalcXML-hosted w/ Custom Stylesheet - autosize iframe)
 
One of the largest credit reporting companies in the United States selected CalcXML to provide tools for both their public and subscription sites such as freecreditscore.com and freecreditreport.com. CalcXML created unique styles to accomodate their many web site properties.
Click to view implementation (CalcXML-hosted w/ Custom Stylesheet)
Boasting a reach of over 9 million visitors each month, the washingtonpost.com is a leading online news destination and an innovator in the online news experience. With a focus on interactive content, they decided to include the Home and Mortgage calculators as part of a new Real Estate portal. Due to the flexibility of the CalcXML design, they were able to completely control the user experience.
Click to view implementation (XML/Web Services)
In response to the recent economic crisis, this popular Canadian newspaper created this ad-driven financial portal called MoneyVille to assist its readers with their financial needs. CalcXML was contracted to write custom calculators incorporating country-specific tax rates, inflation, products and unique rules for determining home affordability.
Click to view implementation (CalcXML-hosted w/ Custom Stylesheet)
ING, a global financial services company serving more than 85 million customers, recently launched a Flash-animated interactive web site to help consumers with the purchase of life insurance. CalcXML calculators make up an integral component of their state-of-the-art presentation which helps users determine whether or not their existing insurance is adequate, how much additional life insurance they will need, and how to calculate and protect their lifetime earnings. See the Financial Toolbox section from the link below.
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)
Trulia, a high-traffic real estate comparison site, delivers a high-quality, integrated solution using CalcXML web services
on all of their real estate listings. When someone clicks on a property they are able to see the asking price of the property
and then click on Calculate button to get an estimate of the monthly payment including taxes, insurance and PMI (if applicable)
complete with an amortization table. Users can also access the calculators directly from their navigation menu.
Click to view implementation (XML/Web Services)
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)
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)
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)
Retirement 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)
National Insurance Services, specialists in public sector employee benefit plans, launched a microsite for teachers to help educate them about their new savings plan options. Included in the web site was an easy-to-use retirement calculator to help determine shortfall and needs.
Click to view implementation (XML/Web Services)
Symetra Financial created a flashy, retirement-focused site to help educate people about retirement issues. As part of the implementation they implemented two CalcXML calculators in Flash, sharing data between the two, and they also included an optional PDF report for downloading.
Click to view implementation (CalcXML-hosted w/ Custom Stylesheet)
Chesapeake Bank, established in 1900, added a financial toolkit section to their web site to help members better manage their financial situations. By selecting a "bundle of ten" calcs across several categories they were able to provide tools across many areas of financial needs. They also set up a separate CalcXML account to introduce a new product line with a unique look-and-feel.
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)
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)
Sample Feature Implementations
Calculator In An Iframe
CalcXML calculators can be loaded into an iframe directy embedded in your web site. One major benefit to this approach is that the user never really knows that the calculator page is being hosted by CalcXML. It looks like it is part of your web site.
Calculator In A New Window
CalcXML calculators can be loaded into a new browser window, or a popup window. A link to the calculator would be placed on your web site and when a visitor clicks on it, a new browser window will appear with your branded calculator displayed.
Click the link below to see an example.
Becoming A Millionaire
Calculator In A Shadowbox / Lightbox
CalcXML calculators can be loaded into a shadowbox, sometimes referred to as a "lightbox". There are a few different ways to accomplish this, but the major lightbox options typically use javascript and css to display various types of media in an overlay. One such option is Shadowbox. One benefit to using Shadowbox to display your branded calculators is that your users are not forced to navigate away from your web site.
Click the link below to see an example.
Becoming A Millionaire
Recommendations / Call-To-Action
Recommendations, or "calls-to-action", can be defined and displayed on the results page on a per-calculator basis. Along with this functionality comes the ability to specify the criteria for each recommendation. The criteria are based on the user's input values. One handy feature is that you can include a hyperlink to a web page or form on your web site as part of the call-to-action and pass the calculator input fields to your form to prepopulate various form fields.
Click the links below to see some examples.
Savings Calculator with recommendation based on age (greater than or less than 40)
Retirement Calculator with hyperlink to another part of your web site
Lead Generation
Many times after someone runs a financial calculator, they realize they are in need of a financial product or service. Use our lead generation functionality to gather contact information from your web site visitors while they are "in-market" for your products and services.
Click the links below to see some examples.
Life Insurance Calculator with lead generation
Mortgage Calculator with lead generation
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