Canstar partnered with GBST to build the retirement journey calculator that focuses on educating customers about retirement planning. The calculator allows you to select a retirement lifestyle, compare it with your current situation, show your progress from your desired retirement goal and the effect of adding additional contributions.
GBST implemented friendly illustrations and animations to the UI to help make the topic of retirement more engaging and relatable to a wider demographic.
This unique and creative tool is built on GBST's Equate calculation engine and integrates seamlessly on Canstar's website.
We were approached by the Wealth Management division of ANZ Australia to develop a calculator illustrating how insurance fees would be changing for members from the 1st of July 2020. They required a calculator to be in production on their servers by April to meet regulatory requirements.
In just a week we had: developed a spreadsheet prototype for the calculator, built the UI and calculation engine for the tool, developed a UI design for the display of results, set up automated testing between the tool and spreadsheet to validate results, performed internal QA, transformed and imported the client-supplied data, and provided the client with their UAT environment. All whilst still adjusting to our new working from home arrangements due to COVID-19.
GBST and Athena teams took an iterative approach to deliver a unique tool combining eight of our calculator engines.
The custom calculator allows users to experiment with home loan hypotheticals and integrates Athena’s Home Loan Hacks; customers can see how extra repayments, repayment frequency and loan terms impact their mortgage and how much they could save by switching to an Athena home loan.
Customers who use the calculator before they apply are 2.5 times more likely to sign up as an Athena customer than an applicant who hasn’t run their numbers.
ANZ New Zealand asked GBST to build a calculator that will allow their customers to determine how much money they would need for the retirement lifestyle they wanted. KiwiSaver’s Account Calculator helps you to work out whether you’re on track to achieving your retirement savings goals.
By inputting details around your current superannuation position and desired retirement goal, it gives you your expected result at retirement and whether you will have a contributions surplus or gap based on your desired retirement goal.
Equity Builder is a NAB product that offers investors a simple way to borrow for investment in shares. NAB engaged GBST to design and develop an Investment Calculator to reflect their Equity Builder product and simulate the monthly repayment obligations for different combinations of loan size and term, whether you decide to choose a Straight Line Method (SLM), Home Loan Method (HLM) or both.
Award-winning aggregator, Loan Market, selected Equate to provide a suite of lending calculators to its network of more than 1500 mortgage brokerages across Australia and New Zealand. In under two months, we built and implemented 21 calculators and 12 application programming interfaces (APIs) for one of the largest and fastest-growing brokerages in Australasia.
Loan Market connects with over 60 lenders and thousands of loan products to help brokers find the most suitable deal for their customers. The company supports a network of over 650 independent brokers, with a further 850 brokers trading under their own brand, facilitated through its Bring Your Own Brand (BYOB) program. To assist the BYOB program, we developed a solution to enable the provision of white-labelled calculators for Loan Market’s brokers that can be included in its content management system (CMS) to configure each of the brokerage’s websites.
We partnered with NAB Equity Lending to build a ‘What If’ modelling tool which provides useful illustrations for NAB Equity Lending advisors and clients to model client portfolio options.
Designing a tool that can compare complex scenarios seamlessly through a user-friendly interface, that can be used with customers face to face and in remote co-browsing sessions, is how you increase client engagement and bring to life the effect certain decisions have on a future financial position.
Advisors can discuss future financial positions with their clients in-person or build the new portfolio and download and save it as a pdf. There is also a public version of the ‘What If’ tool so engagement can be two ways between client and advisor.
In addition, the tool can show prospective clients their future position if they were a NAB Equity Lending client to increase leads and convert new clients.
The University of Queensland’s Institute of Continuing & TESOL Education (UQ ICTE) Department asked GBST to develop a Course Fees Calculator to allow prospective students to obtain an estimated cost for their courses, course materials and accommodation.
The calculator allows you to email or print your results, as well as apply directly for the course you have selected. To cater for international students, you can change between currencies, with the latest currency rates provided via a web service API.