Financial modellers and calculators

Education Technology (EdTech) meets Financial Technology (FinTech) 


“The FinTech market is estimated to be worth approximately £20 billion in annual revenue and for companies wanting to establish a global presence in this fast growing, innovative sector, the UK is becoming a destination of choice."

Thistle Initiatives

Close brothers

The merchant bank wanted to provide their financial community and sales representatives with a suite of tools. The purpose was to identify areas of potential unused funds, for future investments from their client's existing portfolios. The key objective was to assist customers with life-cycle education via four financial calculators, each with a set of easily understood equations provided by CMG. This was achieved through a series of simple questions and graphical animation.

Objectives

  • Create a suite of mobile (Android & iPhone) and desktop modellers 
  • Design modellers to calculate current financial position, identify funds for future investment planning and are easy to understand
  • Develop all underlying calculations for actuaries