Voyant Adviser: Differentiate Yourself

Voyant Adviser is the expert-user module of Voyant’s financial interaction and collaboration suite.

Featuring an intuitive user interface and game-like functionality, Voyant Adviser abstracts the complexity of diverse financial products and services, improving ease of use for non-technical users, and ensuring more efficient, effective transaction flow between front-end sales offices and back-end operations.

In addition, Voyant Adviser’s advanced data mining, analytics and reporting capabilities give enterprises rich insights into consumer trends and patterns, and their potential impact on key revenue goals and business opportunities.

Key features include:

Timeline – used to define key life stages and events; helps to foresee critical obstacles and strategic opportunities
Simulations/Illustrations – demonstrate the impact of "what if" scenarios; model products and services that support key goals
Real-Time Snapshots – compare current account balances to established goals; define and track action items
Collaboration – supports secure sharing of information with designated community members
Data Mining/Analytics – recommend areas for potential improvement based on established industry norms

With Voyant Adviser, convenience is key. Advisers can work 1:1 with clients in-person, or remotely via the Internet.

Key benefits include:

Infinite personalisation and complete contextual perspective
Plan/model inheritance for rapid iterations
Sophisticated analytics and decision support tools
Hierarchy implementation for portfolio sharing and security
Easy configuration and white labeling; seamless enterprise integration
A common platform across multiple enterprise channels
On-demand or on-premise implementation options
UK specific version ready: plus further internationalisation