Technology solutions that connect your audiences to the great things you do.

With many top-tier clients on our roster, we can help you grow your business.

Easily amplify enterprise digital marketing campaigns by leveraging advisor distribution

Manage your Advisors’ website activity, analytics, and updates all in one dashboard. Digital Agent gives enterprise marketers the ability to control the marketing channels, while also providing Advisors with the flexibility to create unique campaigns that they believe will be most effective in reaching their target market.

Contact Andrew Chung at Veriday

Deliver a consistent brand and messaging across all channels with one platform

Ensure brand consistency by managing the use of approved and standard corporate logos through automation. Ensure your standard web colour palette is used across all of your Advisor websites. Load your font web styles and prevent changes to heading sizes and font types.

Contact Nick Quach | Liferay Solutions

We are always innovating, looking for the next impactful solution

Veriday Labs is continually innovating, tweaking and developing ideas. There are dozens of innovations that have come out of the Lab, not all of them have become fully-fledged products, but many are integrated into various Professional Services projects we complete for our clients. While the lab is always working, we can’t disclose the details of all of our ongoing projects because we do not know which direction these ideas will move going forward.

Chris Lamoureux | Veriday Professional Services

Technology solutions that connect your audiences to the great things you do.

With many top-tier clients on our roster, we can help you grow your business.

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Creating a Win-Win for Financial Corporations

Across different industries, departments have remained siloed. Times have been changing and there is now greater collaboration. Involving marketing in the sales process and vice versa. However, certain financial corporation are not breaking…

4 Platform Leaders To Consider When Choosing a DXP Platform

Digital Experience Platform, DXP, is an emerging category of enterprise software seeking to meet the needs of companies undergoing digital transformation, with the ultimate goal of providing better customer experiences. DXPs provide an architecture…
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How Digital Agent Has Transformed Advisor Marketing

For the past several weeks, we have been examining the opportunities that financial institutions have been missing out on. With a large team of advisors, a corporation should utilize this large team to provide powerful marketing content.…
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Why Your Old Employee Portal Is a Problem?

The leading organizations of any industry are looking to pull ahead of the competition with digital-driven models. A key to success here is not only improving interactions with customers but also with employees. The value creation that a…

Protecting Yourself During An Advisor Audit

How does your team ensure that emails, documents, content, communications can easily be retrieved if and when necessary? Would it be stressful trying to track down all the emails, files, conversations and log of everything that happened related…
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Lower Your Lead Generation Costs by Rebalancing your Marketing Budget

To effectively engage customers in this digital age, you need to support their buyers' journey. Supporting this journey will require content distribution and authoring strategies that help your field teams connect with customers in a more…
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Top Challenges That Companies Face Internally

An employee portal can be very beneficial for an organization. Portals continually prove to increase employee and business productivity, as well as improve communications, collaboration, and knowledge management. However, in discussions…

Email Marketing is EXACTLY What Advisors Need to Improve Service and Generate Leads

  Email marketing is not something new. It has been since shortly after the invention of email itself. We all remember being copied and pasted on email threads of anyone and everyone they knew to send them some funny joke or…
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How a Compliance Advisor Marketing Platform is Transforming Advisor Marketing

Over the past several weeks, we have examined the struggles that organizations with advisors can face. The goal is to provide valuable, targeted, and personalized content to existing and prospective clients, however, even with the right…
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What is Holding Advisor Organizations Back from Implementing a Martech Strategy?

In a previous post, I wrote about how the high demand for individualization across investment advisors websites put many firms in a difficult situation to manage these expectations without fragmenting their visual brand. This was primarily…
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Good Customer Service Just Isn’t Enough Anymore

Today, more than ever financial advisors need to provide exceptional service to their clients. This is how advisors can have high retention and get referrals for new business. When clients feel they can trust their advisor, they are…
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Five Digital Marketing Trends for Organizations with Advisors To Take Advantage

What customers want, how customers think, and how customers interact is changing – constantly. Every year we see the rise and fall of certain platforms, trends and memes that explode, and changes in customer preferences that force the…