Formulating a different kind of calculator

Formulate was built by and for financial institution marketers – to help you create a connection with your audience.

Interactive website calculators are a great way to engage visitors and learn about their goals, aspirations, and concerns. The key to making them work is focusing on the “conversation.”

Formulate also started as a conversation between our team at Edge and the credit unions we’ve served for over 15 years.

Incorporating decades of combined expertise in marketing and years of research, Formulate calculators have been thoughtfully designed to give your members the information they care about the most while delivering trackable and qualified leads.

Download our free customer journey guide

Website calculators are just one stage in a customer journey that must be carefully nurtured to serve members’ needs while optimizing conversion for your financial products. In this guide, you will learn:

  • Why calculators alone aren’t enough
  • Specific reasons people use financial calculators
  • How to engage with the right content at the right time
  • Content best practices

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Schedule a 30-Minute Live Demo

Learn more about the features and benefits of Formulate calculators and how they can improve your customer experience and website conversion.

Schedule a Demo