The Tool
I led the development of a calculator that allows bankers to configure various deposit products into a single quote. Multiple deposit products could be combined, and the tool would offer special incentives such as rate increases for larger deposit amounts and for longer durations.
The Output
This online tool grabs rates from a server so they are always up-to-date, and includes all the necessary disclosures. Then it generates a beautiful PDF to share with the client or prospect.
I managed the entire project including requirements gathering, wireframes/UX, content, brand review, engineering vendor management, compliance approval, beta testing, and rollout.