The Voyant Product Suite, Part 3 - The Game
Voyant CEO and co-founder David Kaufman presents "The Game". The Voyant Game establishes the first touchpoint between a financial-services professional and a client. Spark your clients’ true desires 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 own life goals. Client-entered data flows seamlessly into the Voyant ecosystem, allowing you to focus less on fact-finding and more on advice.