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Remember when financial calculators were just … calculators? Those days are behind us. Today’s financial calculators can be reimagined into expert advisors that live right on a credit union’s website or mobile app.

Here’s a common problem: People often hesitate to apply or stop midway through a loan application because they’re unsure if they’ll qualify. They might not want to chat with a bot, call a contact center or book a meeting just to get basic information. The solution lies in making that first interaction more meaningful and more personal.


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