Financial technology is booming, but that doesn’t mean personality doesn’t play a huge role in cash flow modeling.
On the contrary, technology and personality have to complement each other. Now more than ever should both advisers and clients value customization and wholistic planning. And Voyant’s new Learning System has arrived to answer the call.
The Learning System is an information hub located in AdviserGo, now available to enterprises. The system’s content can be adviser facing, client facing, or both - the choice is yours. With the Learning System, you can add everything from contextual clues about the uses of AdivserGo to full length articles about market behavior. You can use the Learning System to educate clients, to make personal notes, or to guide other advisers in your company.
The opportunities of the Learning System are as boundless as you’d like them to be.
Perhaps you want the advisers working under you to get a quick grasp of how to use AdviserGo to its maximum potential. Yes, you can easily have them join one of Voyant’s webinars or training sessions if we’re in your area. However, if you want your team to learn by doing, enable the Learning System and add a few clues.
You can write in explanations for the cash flow chart or financial definitions as you use them in your company. You can add highlight the key fact-finds your advisers should be focusing on. You can upload explainer videos of different modeling techniques. You can even publish company updates or current event articles. With hundreds of places to enable links, the possibilities of the content are manifold.
In terms of clients, the benefits of the Learning System are just as rich.
If you invite a client to participate in or even look at their plan, you can utilize the Learning System to explain the components of their plan. From basics definitions like “Income” to more granular details like “Basic Expense” or “Capital Gains,” you can provide as much reading material as you think your client needs.
At this time, the Learning System is available for enterprises upon request and can be further personalized to meet your needs.
Please watch the following videos in HD.
Once logged into AdivserGo, you’d visit your preferences and turn on Content Manager mode:
Click on any linkable item, then click the “Home” icon in the dialogue box. You’ll find your Learning System in all its glory. You can add categories, topics, and subtopics:
Anywhere you see the word “Enable,” you’re able to link to content. Let’s do an example. Let’s link “Income” to some content. We’ve pre-uploaded a few articles. Find the piece of content you’d like to link to, and click on it:
If you belong to an enterprise and want to enable Learning System, speak with your Voyant contact or email support@planwithvoyant.com. We’ll be happy to get you started on your journey toward an even more seamless cash flow planning experience.
