Choosing a marketing agency for a financial services firm
What to ask a marketing agency before hiring them for a financial services firm, and why compliance fluency should be a hard requirement.
4 min read
A loan EMI or insurance premium calculator is one of the most-used tools on a financial services website, and also a common source of customer frustration when the actual offer, based on individual underwriting, differs meaningfully from the illustrative calculator result.
Designing for honest, usable output
- Clearly label results as illustrative, not a guaranteed offer.
- Show the assumed interest rate or premium basis used in the calculation.
- State plainly that the actual offer depends on individual eligibility, credit assessment or underwriting.
Balancing simplicity and accuracy
A calculator with too many inputs discourages use; one with too few oversimplifies to the point of being misleading. A middle ground — the key two or three variables that most affect the result — usually serves customers best.
A calculator that overpromises gets remembered the moment a customer's actual offer does not match it.
Mobile usability
Test the calculator on mobile specifically, since many customers research loan or insurance options on a phone, often comparing multiple providers' calculators in different tabs during the same session.
The takeaway
Label every calculator result as illustrative and show the assumptions used clearly — a customer whose actual offer differs significantly from the calculator result loses trust quickly.
Written by Fibvo — Bengaluru and Erode, India — working with clients in other time zones. Questions, or think we have it wrong? Tell us.
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