Understanding financial products with the savings plan calculator

Interactive tool on a website for private investors


  • 2016 - 2020


  • Finance


  • User journeys
  • User Interface Design
  • JavaScript


  • Interactive tools
  • Web app

Interactive tools like the ETF savings plan calculator help providers engage with users. In the case of financial products, this tool helps to demonstrate the benefits of a financial investment and how it should be structured. Users gain the knowledge that increases their willingness to get in touch with the provider.

The Challenge

While the provider's website contains abundant information about their financial products, is it enough to turn website visitors into potential customers? How much effort is required to understand that this information is relevant to their investment considerations? Are the details specific enough? Do they answer questions such as:

  • How much initial capital do I need?
  • How much money should I set aside regularly?
  • What kind of growth can I expect?
  • How much risk do I need to take?

These questions remain unanswered with a mere description of the products, even if they include sample calculations.

The Solution

With an interactive tool like the ETF savings plan calculator, the provided information can be applied in practice. Users can experiment with the capital growth they can achieve through saving. The parameters of lump sum payment, regular payments, investment duration, and expected interest rates allow them to answer their individual investment questions easily. They can simulate specific scenarios and see the outcomes. They can determine the amount of money they need to save to reach a specific target within a self-defined timeframe. The ETF savings plan calculator also allows users to take the reverse approach. They can define the amount they have available as a lump sum or on a monthly basis and see how they can save it up.

The Result

The ETF savings plan calculator is an effective tool that makes the provider's products tangible. Users gain a better understanding of how the offered financial products align with their savings goals. The added value of these products becomes tangible, making them more appealing. As a result, users who have used the savings plan calculator are significantly more likely to contact the provider compared to those who haven't.

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