- Service Name
Voyant Wealth Experience Platform
- Industry
Financial Services, Wealth Management, Financial Planning, Technology
- Main Value Proposition
Voyant empowers advisors to deepen client relationships through sophisticated visual tools that simplify complex financial planning.
- Description
Voyant is a collaborative financial planning and wealth management software designed for advisors and their clients. It transforms complex financial scenarios into dynamic, visual conversations, enhancing client engagement and decision-making.
- Key Features
Interactive visuals for client engagement; Real-time data modeling for informed decision-making; Personalized client experiences with branding options; High customer retention rate of 99%
- Use Cases
Voyant is most valuable for financial advisors looking to engage new clients, deepen relationships with existing clients, and enhance their overall advisory services.
- Competitive advantages
High customer retention rate of 99%; Ability to create personalized, interactive visuals; Comprehensive support for advisors across multiple countries
- Strengths
Voyant's strengths lie in its ability to facilitate engaging client meetings, provide real-time data insights, and enhance the overall client experience through visual storytelling.
- Positioning
Voyant positions itself as a leading wealth management tool that modernizes the client-advisor interaction through innovative technology.
- Audience
The target users include financial advisors, wealth managers, and retirement plan advisors who seek to improve client engagement and service delivery.
- CTA
Sign Up For a Live Demo
- Tags
Wealth Management
Financial Planning
Client Engagement
Advisor Tools
- Tagline
The wealth client experience needs a serious upgrade.
- Tone of Voice
Innovative, professional, engaging
- Differentiation
Voyant stands out by offering a unique, personalized client experience that can be customized with the advisor's branding, making it distinct in a competitive market.
- Brand Positioning
Voyant is identified as a forward-thinking brand that prioritizes client experience and advisor empowerment in the financial planning industry.
- Founded
1999-01-01
- Founders
Arthur Walker
David Kaufman
Sonia Grover
Troy Mutter