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Banking on Digital Growth Podcast

Financial Calculators: Essential Tools, Not Just a Box to Check (With Chase Neinken and Matthew Covi)

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Brief Summary of Episode #82

Every day, some 2 million people search online for financial calculators.

These tools unlock enormous potential for marketing, data and personalization.

So, why are they so often seen as a mere box to check?

Chase Neinken, Co-founder and CRO and Matthew Covi, Co-founder and CEO at Signal Intent, see financial calculators differently. They joined me in the latest episode to explain why financial calculators should play a key role in any successful marketing strategy.

Here are their top 3 reasons:

The buyer’s journey is essentially getting answers to a series of questions — financial calculators offer answers specific to their individual needs.

Financial calculators can unlock a host of first-party data you can use to better solve for your customers. And with the coming cookie-apocalypse set to change how we gather data, this is more important than ever.

In the Amazon era, customer expectations have shifted. People want tools that work fast, are easy to use and simple to understand. If used correctly, a calculator can exceed these expectations.

So, if your site still has a calculator that looks like it was stolen from a Geocities site in the 90s, it’s time to rethink your approach.

When you see the results, you’ll be glad you did.


Key Insights and Takeaways

  • The power of financial calculators (and why most financial brands aren’t harnessing them fully)
  • How financial calculators can unlock first-party data and prepare you for the coming cookie-pocalypse
  • The trouble with building calculators in-house

How to Connect With Chase Neinken and Matthew Covi