Voyant
Voyant is a top provider of collaborative financial planning and wealth management software for financial professionals and their clients. The company’s product suite enables advisors to spend less time building plans and more time growing their business.
Our campaign is a celebration of the craziness involved in financial planning and wealth management. When you’re trying to sell a solution to everyday business challenges, your buyers needs to know that you actually understand those challenges.
Wealth advisors are used to awkward conversations.
Historically, managing financial portfolios was a fairly linear workflow. Establish some basic guardrails and occasionally report back to clients about portfolio gains or losses (based on market dynamics that are largely out of the advisor’s control). But today, clients expect advisors to adapt to their ever-changing lives as well.
Divorce. Inheritance. Retirement. Advisors need to be able to plan for it all - and change plans on the fly. Our campaign captured a sampling of the drama that financial advisors deal with on a regular basis.
Some clients are fortunate enough to inherit wealth. They pose a unique set of challenges for financial advisors.
Planning for the worst: inheritance conversations can be anything but simple.