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Prime Capital Financial

2024
Full Stack
Design
Financial Services
Custom retirement and comparison calculators designed to capture leads for a financial services firm
Prime Capital Financial

Overview

2024
Full Stack
Design
Financial Services
Prime Capital is a financial services company that needed sophisticated lead generation tools to help potential clients understand their retirement planning options. They required custom calculators that could seamlessly integrate with their existing website while capturing qualified leads directly into their CRM system.
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Delivery

Best-in-Class Financial Calculators
Design
Financial Planning
Lead Generation
React
JavaScript
Figma
Hubspot Integration
Google Analytics
Recharts
We created a comprehensive set of retirement and comparison calculators for Prime Capital that transforms complex financial planning into an engaging, user-friendly experience. Starting with competitive research and industry best practices, we designed custom UI mockups that follow their brand guidelines while utilizing beautiful charting libraries to visualize financial projections. The calculators feature intuitive interfaces that guide users through retirement planning scenarios and investment comparisons, presenting complex data in digestible formats. We built the entire experience as fully interactive tools that integrate seamlessly with their existing website, complete with lead capture forms that automatically sync with their Hubspot and Salesforce systems. The solution includes analytics tracking to monitor user engagement and conversion metrics, helping Prime Capital optimize their lead generation strategy.