Coming soon to all regions, customizations and consumer licenses apply
The Voyant Game establishes the first touchpoint between a financial-services professional and a client. Spark your clients’ interest by letting them choose from colorful goal cards spanning from retirement to a new motor home to cosmetic surgery (“A Whole New You”). Our gamified web application gives your clients ownership over their plans through building their own timeline and prioritizing their life goals. Client-entered data flows seamlessly into the Voyant ecosystem, allowing the adviser to focus less on fact-finding and more on advice.
As with our other applications, enterprise clients may opt to customize The Game to suit their needs and planning practices. We can accommodate using The Game as a client acquisition tool or simply an additional financial wellness offering for your clients.