TCalc Online Financial Calculators

Transcription

TCalc Online Financial Calculators
TCalc Online Financial Calculators
Presentation Staff
Welcome to the TimeValue
Software, TCalc Financial
Calculator presentation. I’m
Mo Mora, the TCalc product
manager and will be
speaking to you today about
the benefits of using TCalc
Financial Calculators on
your website.
Mauricio “Mo” Mora
Agenda
 TimeValue Software
 TCalc Financial Calculators
 Demonstration
 Set Up
 Pricing
 Questions
I'd like to begin by going over the
agenda for today's presentation. First,
I'd like to provide some background and
history about our company, TimeValue
Software. Then, I will let you know about
the TCalc Financial Calculator Product,
which will include a demonstration of
what the product looks like live, and a
demonstration how quick how quick and
easy they are to set-up. I’ll finish by
talking about pricing, and by answering
some "Frequently Asked Questions"
about the TCalc Calculators.
About TimeValue Software





Located in Irvine, California.
Software Developers, for over 25 years.
TimeValue Software has more than a million global users for all
product lines in 21 countries.
Experts in Time Value of Money Calculations
Products used by many Fortune 500 Companies, top banks,
top credit unions, all the top100 accounting firms.
Agenda
 TimeValue Software
 TCalc Financial Calculators
 Demonstration
 Set Up
 Pricing
 Questions
Now, let's get into a
specific discussion
about the TCalc
Financial Calculators.
About TCalc Financial Calculators
TCalc calculators are quick an easy to set up.
TCalc calculators are installed on your website.
TCalc calculators are highly customizable.
TCalc calculators are maintained remotely.
TCalc Financial Calculators are one of the quickest and easiest online tools to set-up. We
regularly set customers up to use the calculators on their website in less than 5 minutes. TCalc
Financial Calculators are installed directly onto your website. We will get into the reason why
this is beneficial later in the presentation. One of our greatest features is that TCalc Financial
Calculators are one of the most customizable web calculators on the market. We have "out of
the box" set-ups that automatically take clone the look and feel of your website. Beyond that,
you have the capability to update the interface to any look you choose. Another great benefit of
using TCalc Financial calculators is that, even though your customers never leave your
website, TimeValue software maintains the calculators remotely. This means is that you'll never
need to worry about maintenance or upkeep on your end.
Agenda
 TimeValue Software
 TCalc Financial Calculators
 Demonstration
 Long List Interface
 Set Up
 Pricing
 Questions
At this point, I'd like to
show you our calculators,
starting with one of our
two "out of the box"
solutions, we call the Long
List.
On this First
Commonwealth Bank
website you can see the
long list of our calculators.
This first thing you'll notice
is that the calculators have
taken on the specific style
and appearance of the
existing website.
You can see that the fonts,
and font size are an exact
match, which gives the
appearance of a custom
design for this website.
Mauricio Mora
The difference from a
custom solution however,
is that within five minutes,
TCalc can be set-up
providing the same look and
feel as a much more
expensive custom solution.
The second distinction of
the long list is that each
calculator suite can be
found on the same page in a
linear sequence, separated
only by the bold faced suite
title.
All of the Calculators can be
displayed by simply
scrolling down the page.
Mauricio Mora
TCalc Financial Calculator code is
dynamic, which means that it picks
up on your website’s style sheets.
The style sheets dictate font, font
size, color scheme and spacing.
Here you'll notice that when I
hover over a link on an individual
calculator, the underlining
disappears.
Mauricio Mora
Later on, I will show you a
different website, where you will
see the link reacting differently
This is not dictated by us or is it a
custom feature , but was done
automatically though the
website’s existing style sheet.
Mauricio Mora
This is what a typical TCalc Financial
Calculator looks like. The calculators
are actually imbedded on the website
which allows for the background and
look of the webpage remain as
designed. Unlike many of our
competitors, TCalc calculators are not
found in a pre-determined box that
has a look of its own, which may or
may not match the look of your
website.
Another thing we focus on is making
our calculators as user friendly as
possible. In an attempt to do this, we
keep the fields of information that
need to be fill out to a minimum, and
we always display information in
those fields.
Mauricio Mora
Often, a person may not know how to
fill out all of the fields of information,
but they still may want to get an
estimate value. The pre-populated
fields offer a guide to accomplish this.
Another great feature is that the
information that populates these
fields is customizable.
You can put information in the fields
that best fits your business. You can
do this at any time, not just during
setup and the adjustment can be
made in minutes.
Lastly, I want to mention that these
and calculators are running directly
on this page, all of our 45 calculators
run off of one page. the advantage of
this is that only one page needs to be
updated or changed.
Mauricio Mora
Agenda
 TimeValue Software
 TCalc Financial Calculators
 Demonstration
 Long List Interface
 Tab List Interface
 Set Up
 Pricing
 Questions
Now, let's look at
a different out of
the box option,
the Tab List.
This is how the tab list design looks
on the Astra Bank website. You will
notice with this design, the calculator
categories can be viewed by clicking
on an individual tab, instead of being
located on the same page.
Once again, you'll see that the
Live
calculators have automatically taken
on the unique appearance of the site.
Mauricio Mora
I'd like you to notice a couple of things, one
is that the calculators mimic the existing
background of the website.
Secondarily, you’ll notice that none of the
calculator links are underlined, unlike the
First Commonwealth Bank site.
Now, when I hover over the link, the
underlining will appear and a call-out box
will pop-up on the lower right. This is
unique to this website and its style sheets.
Live
Mauricio Mora
Let's go ahead and click on one of the
calculator links so I can show you what
the calculator looks like.
You can see that the calculator is
displayed but is different in appearance
from our last example.
In this case you'll notice that the
background is set as white, otherwise it
would have taken on the same
background appearance of the website.
That's the key thing about TCalc, it is
custom looking and unique to your
website.
Live
Mauricio Mora
Agenda
 TimeValue Software
 TCalc Financial Calculators
 Demonstration
 Long List Interface
 Tab List Interface
 Custom Interface
 Set Up
 Pricing
 Questions
Even though, we make it very simple
to get TCalc Calculators up and
running on a website with our
standard solutions, we also have
customers that take advantage of the
fact that TCalc is easily customizable.
Let’s look at a few examples of what
some of our customers have created
to provide greater variety in the way
the calculators can be displayed on a
website.
In this example, we see a custom installation of
TCalc on the FNB website.
Notice that this custom interface is quite a bit
different from the long list and tab list
interfaces previously shown.
They have a Mortgage Lending Section in the
center that provides information about buying
a home and in the left hand column, a list of
the Home Financing Calculators are featured.
This is something that FNB did on their end to
provide a more custom fit for their website.
Now we will look at yet another
custom set-up.
The appearance of this Old
National Bank website differs
considerably from our last
example.
They have set-up the categories
in a unique interpretation of our
tab list. The results provide a
very novel and custom look for
their website.
Let's see how they have decided
to layout the calculators, by
clicking on the Mortgage
section. Notice when the
selection is clicked the link
changes color.
Old National Bank did
something interesting with
their layout. They wanted to
make sure that the customer
always had a visual of
calculator options.
Even though you can see the
“How much will my fixed rate
mortgage payment be"
calculator in the lower portion
of the screen, directly above
the calculator, all of the other
Mortgage calculator links are
listed.
Here is another example of a custom
calculator set-up. BankPlus
decided to list their calculators
along with other financial tools
provided for their customers.
If you click on the plus sign to the right of
Financial Calculators, the different
calculators categories are made visible.
By clicking on the plus sign to the right of
the home banking category, the individual
calculators found in this suite are displayed.
Let's go ahead and click on this link.
Now, you can view all of the options
available from the Home Calculator
section. Now, I will click on one of
the Calculator options.
When the calculator is revealed,
you can once again observe
that TCalc takes on the custom
look of their site.
Agenda
 TimeValue Software
 TCalc Financial Calculators
 Demonstration
 Long List Interface
 Tab List Interface
 Custom Interface
 Mobile Web
 Set Up
 Pricing
 Questions
One of the biggest advantages
of using TCalc Financial
Calculators, is that we work on
any website, and that includes
the mobile web.
When a customer tries to view
TCalc calculators on a mobile
device, such as an iPhone,
IPad, Android, or other smart
phones or tablet, they work
perfectly.
Here's an example of a TCalc customer that
has a website designed for a desktop or
laptop device, however , when this site is
accessed by a mobile device you are
automatically redirected to their mobile site.
If you have access to an IPhone, Android, or
some other mobile device , go to this site
www. 1cb.com/home/calculators/
Live
Live
www.1cb/home/calculators/
When you arrive at their
mobile website, you will
notice that our calculators
are resized for viewing on a
mobile device.
Now let’s click on one of
the calculator links.
Optimized
for the Mobile Web
Optimized
for the Mobile Web
Unlike the calculators on
their regular website, the
calculators on this mobile
site are formatted to be
easily read on a much
smaller screen, once again
providing a very custom
and professional look.
Agenda
 TimeValue Software
 TCalc Financial Calculators
 Demonstration
 Long List Interface
 Tab List Interface
 Custom Interface
 Mobile Web
 Set Up
 Pricing
 Questions
Now let's discuss the ease
of setting-up TCalc Financial
Calculators
Let me show you what I
mean.
When a customer first purchases the
calculators , we create code that is
specific to their website’s URL. Next, we
send this email with detailed
instructions on how to install the
calculators on their website.
The Ease of Setting-Up TCalc
Thank you for choosing TimeValue SoftwareTM TCalcTM online financial calculators. TimeValue
Software wants to ensure that adding the calculators to your website results in a final product that
you are pleased with. TCalc calculators are designed to match perfectly with the style, background,
and colors of your website. Please let us know if you should have any difficulty adding or styling
the calculators. Also, make sure to take a look at the PDF documents at the bottom of this email
for helpful tips.
To install TCalc calculators on your website, please follow these simple instructions:
1.Create a new empty page on your website with the look and feel you desire for your new TCalc
calculators. Name this page "calculators.htm". This is where you will access the calculators.
2.Determine where you want your TCalc calculators to appear on this new page and copy the
contents of the attached file "PasteText.txt" onto that area of the calculators.htm page that you
created. The calculators should now appear matching your website’s style.
3.If at this point your calculators are not functioning properly, you may need to take some
additional steps. Some websites, especially those that use a content management system (CMS),
may require additional code to ensure that the calculators function properly. Please take a look at
the TCalc Product Options PDF document below for additional help.
Trouble Shooting (addressed in TCalc Product Options PDF)
Set Up Code
Attached to the email will be a text
file. The text file contains all of the
code necessary to run the calculators
on your site. When opening the text
file, you'll be instructed to highlight,
copy , then paste the code onto the
page in which you want the
calculators to run.
<!--Begin Calculators-->
<div class="cTimeValue">
<script type="text/javascript">
// Developers: If you should have any questions or concerns
//
regarding the use of this script, please call
//
TimeValue Software Support at 800-426-4741.
//
<a href="http://www.timevalue.com/tools.aspx">online financial
Once you save the text as code, the
calculator</a>
calculators will magically appear on
TEMPLATE_ID = "www.thesubygroup.com_1";
your site with your own custom look
PASSTHROUGH = "";
and feel.
if (document.location.href.substring(0,5) == "https") { URL = "https://"; } else { URL = "http://";}
URL += "www.TimeValueCalculators.com/timevaluecalculators/includes/calculators_script.js";
Remember, the code is dynamic so it
scriptTag = 'SCRIPT ';
will automatically pick up your
languageAttr = 'LANGUAGE="JavaScript" ';
website's style sheets.
srcAttr = 'SR' + 'C="' + URL + '" '; //split for DNN
typeAttr = 'TYPE="text/javascript" ';
document.write('<' + scriptTag + languageAttr + srcAttr + '></' + scriptTag + '>');
// Purchase <a href="http://www.timevalue.com/tcalc.aspx">financial calculators</a> from TimeValue
Software.
</script>
<noscript>
<center>
The Ease of Setting-Up TCalc
Supporting Documentation:
File
Description
Also attached to your email will
be three PDF documents that
can be used to further stylize or
customize the appearance of the
calculators along with answers
to some frequently answered
questions and solutions for
trouble shooting.
TCalc Product Options.pdf
Documentation to describe some plug-n-play extra features for your TCalc calculators
TCalc Applying Style.pdf
Applying style to your TCalc calculators
TCalc Setting Defaults.pdf
How to set the defaults of your TCalc calculators
Agenda
 TimeValue Software
 TCalc Financial Calculators
 Demonstration
 Long List Interface
 Tab List Interface
 Custom Interface
 Mobile Web
 Set Up
 Pricing
Even though we are produce
one of the highest quality
calculators on the market, one
of the biggest advantages of
choosing TCalc Financial
Calculators is that we are also
one of the LOWEST in price.
TCalc Financial Calculators are
priced to fit everyone's budget.
On the right side of the TCalc
product page, you can view the
a-la-cart pricing sheet, where
the cost is listed for as little as
one calculator OR for ALL OF
45.
Pricing
1. Background on TimeValue Software
also notice that the
2. About TCalcYou'll
Financial
Calculators
pricing
is tiered according
to
the quantity
of calculators
you
3. Demonstration
of TCalc
Financial
Calculators
want to buy.
A. Long List Interface
B. Tabbed List Interface
C. Custom Interface
D. Mobile Web Interface
4. The Ease of Setting-Up” TCalc Financial Calculators
5. Pricing
6. Questions
At TimeValue Software we take
great pride in our customer
service.
This includes walking our
customers step-by-step
through the calculator set-up
and making sure that the look
and function is exactly the way
you want.
We charge a small one-time
set-up fee for this service and
as you can see in the box on
the right, the cost is based on
the number of calculators you
buy.
Agenda
 TimeValue Software
 TCalc Financial Calculators
 Demonstration
 Long List Interface
 Tab List Interface
 Set Up
 Pricing
 Questions
I'd like to conclude our
presentation by answering some
questions we regularly encounter
from customers.
Frequently Asked Questions…
 Does TCalc require Java or Flash?
 Will TCalc work on all web browsers?
 Is TCalc fully SSL compliant?
Frequently Asked Questions…
 Does TCalc require Java or Flash?
 Will TCalc work on all web browsers?
 Is TCalc fully SSL compliant?
 Does TCalc offer usage tracking reports?
 Can you add links to promotions or loan applications to TCalc pages?
 Are there any guarantees?
 Can I trust TimeValue Software?
Frequently Asked Questions…
 Will TCalc work on tablets and smartphones?
 Does TCalc require Java or Flash?
 Will TCalc work on all web browsers?
 Is TCalc fully SSL compliant?
 Does TCalc offer usage tracking reports?
 Can you add links to promotions or loan applications to TCalc pages?
 Are there any guarantees?
Thank You
1-800-426-4741 or info@TimeValue.com
www.TimeValue.com

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