Old Mutual InvestRight
An interactive financial calculator to help you calculate how much you need to save, as well as help with Old Mutual fund selection.
Refresh designed and developed the original InvestRight tool in 2008, and in 2011 Old Mutual asked Refresh to rebuild this tool to enable it to function on all new devices including the Apple iPad.
What we did
The results screen offers an interactive graph, which adjusts based on various user inputs. After generating the results the data can be seamlessly passed to Old Mutual’s online application form by clicking apply online. Leads are then passed to the Old Mutual Unit Trust Sales Team. There is also a facility to speak to the Sales Team through an online chat facility or by asking for a call back.