Lacking a formal means to provide quotes for deposit products, bankers used simple desk calculators and email. Naturally, those emails did not include rate terms, terms of any incentives and other disclosures, dates or other critical pieces of information that the bank needed to remain compliant.
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.
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.