Voyant Unveils Collaboration Suite; Helps Financial Professionals Forge Deeper Relationships With Customers

Voyant Launches UK Operations, Signs First UK Financial Services Customer

AUSTIN, Texas, March 11 // -- Responding to widespread loss of trust in financial institutions, Voyant, Inc. today announced the release of Voyant Advisor, an interactive financial collaboration solution designed to empower consumers and help banks, retirement funds and retail advisories offer more holistic, goal-based planning solutions to their customers. Voyant also announced the launch of the company's UK operations, and its first UK customer, Novia Financial plc.

Voyant is quickly seeing strong momentum in the UK as financial organizations aim to meet key regulations such as the Treating Customers Fairly Initiative, which are designed to ensure clients can effectively engage with the financial market and make informed decisions. Many experts believe the U.S. financial markets will see similar regulatory initiatives adopted.

"Over the past 20 years, financial planning has focused solely on projected investment growth. Current market turmoil has provided a violent reminder that growth cannot be taken for granted and a broader, more personalized, needs- and goals-based planning approach is necessary," said David Kaufman, chief executive officer, Voyant. "If financial services firms don't take this opportunity to reinvent their business model, clients and regulators just might do it for them."

Voyant Advisor is the enterprise user module of Voyant's financial collaboration suite. The product, which has been internationalized to meet UK market needs, combines cash flow planning, needs analysis and goal planning into one interactive tool that helps advisors recommend the right products at the right time across multiple retail channels.

Key features and capabilities include:

Interactive, game-like usability

Timeline to define key life stages and events

Dynamic "what if" scenarios

Ability to visualize products and services in context

Sophisticated analytics and decision support tools

Ability to work independently or collaboratively

Anytime, anywhere access

Configurable to meet corporate brand and business needs

Common platform across multiple enterprise channels

On-demand or on-premise implementation options

SSO and data integration web service APIs

"Voyant Advisor is not only a sophisticated lifestyle planning tool; it is also easy to use and accessible for advisors and their clients. It is an important development in the UK market," said Bill Vasilieff, chief executive, Novia.

Voyant Consumer is the self-service client module of Voyant's financial collaboration suite, which has seen more than $1.2 billion in liquid and non-liquid financial assets illustrated through the product since its initial beta launch last year.

About Voyant, Inc.

Voyant, Inc. develops software that de-mystifies complex financial planning processes for mainstream consumers. Leveraging years of experience in building customer satisfaction and loyalty, Voyant's unique financial collaboration solutions engage users interactively, helping them understand the immediate impact of specific planning decisions, and bridging the communication gap between financial professionals and their clients. Founded in 2006, Voyant was spun out of the Gossamer Group, an award-winning technology consulting, development and integration services firm in the financial services industry. Voyant is headquartered in Austin, Texas. For more information visit: www.planwithvoyant.com.

    Contact:

    Cybele Diamandopoulos

    For Voyant, Inc.

    512-535-4422

    cybele@foliocommunications.com

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