See how Voyant software can help you maximize new business opportunities.
Institutions that provide a superior, one-to-one customer experience will be able to reduce customer attrition and see their asset growth outpace the competition by 30 percent - representing more than $360 billion dollars in assets.
–TowerGroup (2005) Extend Interaction with Clients - All the Way Home
Voyant @Home is the self-service client module of the Voyant Enterprise Suite. The application's unique, web-based interface allows users to securely view, download and modify personal portfolio information in the convenience of their home, office or favorite coffee shop ?| in effect, extending interaction opportunities that give customers increased visibility and control over personal planning decisions.
Similar to Voyant Advisor, Voyant @Home's standardized presentation platform abstracts the complexity of delivering diverse financial products and services in a single, comprehensive solution. This?gone-touch?hfunctionality improves ease-of-use for non-technical users and provides a more efficient, effective transaction flow between remote clients and office-based advisors. The application also offers a customizable user interface that allows organizations to configure key features and functionality to match corporate brand and business processes.
Key Features of Voyant @Home include:
- Stages and Events - enable users to customize "what if" planning scenarios that help them visualize specific goals and outcomes based on various life drivers; examples include how one's early retirement might affect future income planning.
- Dynamic charts and tables - enable users to model current and projected income and assets based on specific life drivers; examples include how the earlier or later birth of a child might affect one's expense planning.
- Real-time snapshots - enable users to compare current financial status to established financial plans; examples include how one's current college fund contributions match up to anticipated future costs.
- Comprehensive reporting - Voyant @Home's customizable user interface allows organizations to configure key features and functionality to match corporate brand and business processes. The solution can be deployed internally as an enterprise solution, or provided as an on-demand subscription service - whichever approach best suits an organization's available resources and requirements.
Voyant @Home is an easy-to-install thin-client application secured by state-of-the-art user-authentication technology. The application can be configured for limited or increased client functionality using a robust role-based user administration system.
Voyant. Wouldn't you like to be @Home?
