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Shastic TM Digital Lead Generator Product Brief · 2016-12-29 · Shastic has solutions for any...

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Shastic TM Digital Lead Generator Product Brief Shastic creates lead generation add-on tools for your credit union’s online, mobile, or social media channels. Shastic’s interactive tools are designed to attract and engage early-stage borrowers and digital shoppers, making it easy for them to go from looking-to-booking on any digital channel. Beyond engaging loan prospects, we: Drive qualified leads to your loan officers, sending contact information in real time to you. Make it easy to identify your prospects and reach out to them. Our tools can: Be launched in minutes: it’s the simplest way for credit unions to increase conversion across all digital channels. Turn expense items like your website, mobile banking and social media channels into revenue generators. Add Shastic Anywhere On Your Website… ©2016 Shastic, Inc. All rights reserved.
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Page 1: Shastic TM Digital Lead Generator Product Brief · 2016-12-29 · Shastic has solutions for any financial product : Auto Loans, Personal Loans, Boat/RV Loans, Mortgages, Home Equity

Shastic TM Digital Lead Generator Product Brief

Shastic creates lead generation add-on tools for your credit union’s online, mobile, or social media channels. Shastic’s interactive tools are designed to attract and engage early-stage borrowers and digital shoppers, making it easy for them to go from looking-to-booking on any digital channel. Beyond engaging loan prospects, we:

● Drive qualified leads to your loan officers, sending contact information in real time to you.

● Make it easy to identify your prospects and reach out to them.

Our tools can:

● Be launched in minutes: it’s the simplest way for credit unions to increase conversion across all digital channels.

● Turn expense items like your website, mobile banking and social media channels into revenue generators.

Add Shastic Anywhere

On Your Website…

©2016 Shastic, Inc. All rights reserved.

Page 2: Shastic TM Digital Lead Generator Product Brief · 2016-12-29 · Shastic has solutions for any financial product : Auto Loans, Personal Loans, Boat/RV Loans, Mortgages, Home Equity

On Your Mobile App…

On Your Social Media Channel…

Why Shastic?

1) Simple, instant installation.

Shastic is installable in minutes on all major online, mobile banking, and social media platforms. Just copy a link or a line of code into your desired digital channel. No integration required, and no need to bother IT resources. 2) Easy lead generation.

Shastic delivers qualified leads interested in financial products instantly to your loan officers’ inboxes, making it easy to follow up on prospects and close loans fast. 3) Seamless experience from looking-to-booking.

Shastic takes digital shoppers directly from looking at the product to easily applying for a loan in one smooth, link-based process. For them, it feels as if they have never even left your website, mobile app, or social media page.

©2016 Shastic, Inc. All rights reserved.

Page 3: Shastic TM Digital Lead Generator Product Brief · 2016-12-29 · Shastic has solutions for any financial product : Auto Loans, Personal Loans, Boat/RV Loans, Mortgages, Home Equity

4) Everything in one place.

No one wants to jump around looking for rates, entering them in a calculator, then searching somewhere else to find how to apply for a loan. Shastic gathers all real-time rates, product information, and calls-to-action in one place, reducing distraction and drop-offs. 5) No maintenance required.

Shastic automatically pulls your latest interest rates for your different products from your rates tables, eliminating the need for maintenance. You can tie rates to risk-based lending rates, as-low-as rates, average rates, or any type of rate you have. 6) Data insights into your sales funnel. Shastic can help you track your sales efforts and identify bottlenecks in your sales funnel by tracking engagement and conversion rates, as well as how many people make it through each stage of a loan application, from initial visit to completed application. 7) Modules for all your financial products. Shastic has solutions for any financial product: Auto Loans, Personal Loans, Boat/RV Loans, Mortgages, Home Equity Loans, HELOC, Credit Card Transfers, Deposits, and CDs. We provide an ideal lead-generating complement to any loan campaign.

Automatic Rates

Shastic has the ability to pull rates from any rate table you have on your website. You have the option to use any rate you want within the tool, whether it’s risk-based rates , “as-low-as” rates , or average rates . Since actual payments are based on the applicant’s credit score and may differ from payments calculated using as-low-as or average rates, you can customize disclaimers on your Shastic tool to clarify that the number given is an estimate.

©2016 Shastic, Inc. All rights reserved.

Page 4: Shastic TM Digital Lead Generator Product Brief · 2016-12-29 · Shastic has solutions for any financial product : Auto Loans, Personal Loans, Boat/RV Loans, Mortgages, Home Equity

Compatibility

Shastic is compatible with any major mobile banking vendor, including:

...and more.

Shastic can track the looking-to-booking of applicants through any major LOS (Loan Origination System), including:

©2016 Shastic, Inc. All rights reserved.

Page 5: Shastic TM Digital Lead Generator Product Brief · 2016-12-29 · Shastic has solutions for any financial product : Auto Loans, Personal Loans, Boat/RV Loans, Mortgages, Home Equity

...and more.

Pricing

Monthly Unlimited Plan

Term Modules Cost Transaction Fee

Monthly * Unlimited Number of Shastic

Tools (any product, any

location) ** $499/month

$5 per lead***

* 12-month minimum commitment ** Choose ANY from Auto Loan, Personal Loan, RV Loan, Mortgage, Home Equity Loan, HELOC, Credit Card Transfer, Deposits, CDs *** A lead delivered to you via email is considered a lead.

Installation (Copy-And-Paste)

Upon subscribing to Shastic, you will be provided with the ID(s) of your Shastic tool(s). Installation is a simple copy/paste of the following links: Web

Paste this code into your CMS (content management system).

<div id='calcubot-widget-container'> <iframe id='calcubot-widget-iframe' frameborder='0' src="//calcubot.com/calcubots/[ID].widget" scrolling='auto' style='border: none; min-height: 760px; width: 100%;'></iframe> </div>

Mobile Send this link to the CU’s mobile banking point of contact.

http://calcubot.com/calcubots/[ID]

Social Media

Post this link on the CU’s social media page.

©2016 Shastic, Inc. All rights reserved.

Page 6: Shastic TM Digital Lead Generator Product Brief · 2016-12-29 · Shastic has solutions for any financial product : Auto Loans, Personal Loans, Boat/RV Loans, Mortgages, Home Equity

http://calcubot.com/calcubots/[ID]

Security

All of our clients have investigated and determined that we are a non-mission-critical vendor and it is not required that we go through their formal due diligence process. Shastic does not connect to your institution's core or otherwise have access to any account, sensitive member data, or financial data of any kind. Shastic offers a fully-hosted and maintenance-free solution. Our entire IT infrastructure is provided and managed by Amazon Web Services (AWS) at remote undisclosed locations. By leveraging one of the world’s most secure and reliable IT infrastructure providers, we ensure that your data is securely stored and accessed. The security features of our product have been reviewed and approved by many financial institutions. We support:

1. Secure access. Access points allow secure HTTP access (HTTPS) so that we can establish secure communication

sessions with our services using SSL.

2. Built-in firewalls.

3. Encrypted data storage.

4. AWS cloud infrastructure designed and managed in alignment with regulations, standards and compliance best

practices.

For more information regarding security, compliance and certifications, please visit http://aws.amazon.com/security and

http://aws.amazon.com/compliance .

©2016 Shastic, Inc. All rights reserved.

Page 7: Shastic TM Digital Lead Generator Product Brief · 2016-12-29 · Shastic has solutions for any financial product : Auto Loans, Personal Loans, Boat/RV Loans, Mortgages, Home Equity

727 Allston Way Berkeley, CA 94710 408.600.0540

www.shastic.com

About Shastic Shastic became the first company to integrate all major online, mobile and social media channels for lending in 2014. Previously in 2012, we also created the first-ever consumer tools on Facebook for the financial sector. The company serves over 50 financial institutions across 29 states in the U.S., including top 30 credit unions such as Alliant Credit Union, Kinecta Federal Credit Union, Numerica Credit Union and many others. Shastic is a portfolio company of Berkeley Ventures, a fintech accelerator in Berkeley, California. Alex Liu Marketing Manager Email: [email protected] Office: +1 (408) 600-0540 Direct: +1 (510) 283-1178

©2016 Shastic, Inc. All rights reserved.


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