List of Voyant Financial Planning Customers
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Since 2010, our global team of researchers has been studying Voyant Financial Planning customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Voyant Financial Planning for Financial Consolidation and Close from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Voyant Financial Planning for Financial Consolidation and Close include: Lloyds Banking Group, a United Kingdom based Banking and Financial Services organisation with 61228 employees and revenues of $25.41 billion, Bank of Montreal, a Canada based Banking and Financial Services organisation with 53597 employees and revenues of $25.19 billion, Canadian Imperial Bank of Commerce (CIBC), a Canada based Banking and Financial Services organisation with 49824 employees and revenues of $21.30 billion, Bank of Ireland, a Ireland based Banking and Financial Services organisation with 11386 employees and revenues of $5.20 billion and many others.
Contact us if you need a completed and verified list of companies using Voyant Financial Planning, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Voyant Financial Planning customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Bank of Ireland | Banking and Financial Services | 11386 | $5.2B | Ireland | Voyant | Voyant Financial Planning | Financial Consolidation and Close | 2020 | n/a |
In 2020, Bank of Ireland implemented Voyant Financial Planning to deliver a branded advice and cash-flow planning solution called Life Goals for Irish advisers. The deployment focused on the bank's retail advisory channels in Ireland, aligning the Voyant Financial Planning implementation with adviser engagement and client-facing cash-flow workflows under the Financial Consolidation and Close category.
The implementation leveraged Voyant Adviser and AdviserGo module capabilities to deliver scenario-based cash-flow modelling, goal planning and client-facing visualisations, with configuration work to reflect the Life Goals brand and adviser usability requirements. The technical footprint emphasized a vendor-provisioned planning application embedded into adviser workflows, with module configuration covering adviser permissions, client scenario libraries and presentation templates.
Governance for the rollout centered on adviser enablement and branded delivery, with process changes to incorporate cash-flow planning into routine advisory conversations and to standardize adviser use of the Voyant Adviser and AdviserGo modules. Voyant Financial Planning was positioned to increase client trust and adviser usability through the Life Goals branded interface and structured planning workflows.
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Bank of Montreal | Banking and Financial Services | 53597 | $25.2B | Canada | Voyant | Voyant Financial Planning | Financial Consolidation and Close | 2018 | n/a |
In 2018 Bank of Montreal implemented Voyant Financial Planning as a white label platform branded BMO WealthPath for its advisor channel in Canada. The deployment is categorized under Financial Consolidation and Close and focused on goals based financial planning to support wealth management advisory functions.
The implementation used vendor capabilities consistent with Voyant Adviser and AdviserGo to deliver advisor facing planning tools and client facing mobile access, enabling scenario based goals planning and client engagement workflows. Voyant Financial Planning was configured to present BMO branded interfaces for advisors and clients while exposing standard planning modules for goal setting, cash flow modeling, and multi goal aggregation.
Operational scope centered on BMO wealth management advisors in Canada and their client portfolios, with the platform positioned to support advisor planning workflows and mobile engagement channels. The rollout resulted in the launch of BMO WealthPath in 2018 and explicitly improved advisor and client engagement and mobile access as reported by the vendor.
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Canadian Imperial Bank of Commerce (CIBC) | Banking and Financial Services | 49824 | $21.3B | Canada | Voyant | Voyant Financial Planning | Financial Consolidation and Close | 2018 | n/a |
In 2018, CIBC implemented Voyant Financial Planning as part of a Digital Goal Planning program to enhance the financial planning experience for financial advisors and clients, the deployment aligned with the Financial Consolidation and Close category. The engagement centered on delivering Voyant Financial Planning as a SaaS component integrated into CIBC channel and wealth systems to support advisor led planning workflows and client goal modeling.
The technical implementation used a microservice architecture built on Java and Spring boot exposing back end capabilities as REST APIs, with API specification documents and System to System Interface Agreement artifacts produced to formalize interfaces. Functional modules and capabilities documented include data landing and staging processes for client assets and liabilities, advisor team provision batch processing, hierarchy management for Voyant Advisor, and the creation of detailed user stories in Jira with acceptance criteria and business rules to drive development and QA cycles.
Integrations were explicit and multi source, ingesting data from IPS, MFED, CORE, CIBC Trust, Wealth ISI, CLASS and Excalibur and federating channels such as OLB, Wealth Management, Imperial Banking and Wood Gundy into Voyant. Operational architecture routed upstream feeds into a SQL Server landing and staging instance, containerized batch processing on the OpenShift container platform OCP, and subsequent uploads to Voyant running in AWS, with feedhub and autosys scheduler referenced for extraction and mapping flows and RBSS and Horizon participating in batch extracts.
Governance and delivery practices included a stakeholder engagement plan, a two day inception workshop to align personas and roadmap, formulation of EPICS and an MVP release plan, and scope prioritization using MoSCoW and the Eisenhower Matrix. Additional governance artifacts comprised detailed data mappings and a data dictionary, microservices implementation journey diagrams, JWT based token requirements for ECIF and EDH application to application calls to support SSO and layer 7 integration, and UAT test scenarios with integration testing coordination and log based debugging in the OpenShift web console.
The implementation impacted advisor and client financial planning processes, advisor provisioning and business reporting data flows by establishing standardized API driven data acquisition and mapping into Voyant Financial Planning. The narrative documents the architectural pattern, integration topology, governance artifacts and operational scope required to sustain Voyant Financial Planning within CIBC without asserting measurable outcomes.
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Banking and Financial Services | 61228 | $25.4B | United Kingdom | Voyant | Voyant Financial Planning | Financial Consolidation and Close | 2019 | n/a |
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