Veriday Sponsors 6th Annual Digital Marketing for Financial Services Summit

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Veriday is proud to sponsor the 6th annual Digital Marketing for Financial Services Summit, the largest digital marketing forum in Canada. This event will be held at the Sheraton Centre in Toronto from June 2 – 3rd.

By attending the Digital Marketing for Financial Services Summit you will be able to:

  • Accelerate your digital transformation from 35+ marketers amongst North America’s top financial institutions
  • Acquire practical strategies and execution tips to optimize integration, personalization, analytics, mobile, and more
  • Eliminate organizational roadblocks for broad digital transformation
  • Build you career and team by connecting with 250+ of North America’s financial marketing leaders
  • Increase the pace of change at your organization
  • Exploit disruptive technologies to succeed in a crowded market

 

This year, Veriday will join the Power Panel discussing “Surmount Barriers to Transform your Omni-Channel into a Customer Centric, High Performance Digital Ecosystem.”

Join us at an event that aims to fast track your success to:

  • Lift engagement
  • Drive conversion
  • Maximize ROI
  • Grow wallet share
  • Personalize experience
  • Cement loyalty

Join Veriday as we sponsor the largest gathering of financial marketers in North America. Hone your digital capabilities to deliver next generation experiences. Build trust and differentiate your brand at the only digital marketing forum for financial services.

To receive a discount VIP code, please feel free to contact us.

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About Strategy Institute

A vital knowledge source for corporate North America, the Strategy Institute is an independent, research-based organization which monitors and communicates changes and trends in business and business strategy. The objective of the Institute is to provide decision-makers with strategic business information and executive education to enhance their business judgment.

 

Veriday Hosts UX Challenge Competition for UWaterloo MDEI Students

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On March 30th, Veriday welcomed 30 students and staff from the University of Waterloo’s Master of Digital Experience Innovation (MDEI) program. Veriday collaborated and hosted a User Experience (UX) Challenge Competition with Professor Karin Schmidlin, in which 6 teams of 4-6 students competed.

MDEI is a multi-disciplinary program that offers a unique combination of creativity, technology and business into one professional degree.  The focus of this competition was to enrich the students’ experience within the UX community by providing them with real-world challenges.

Veriday’s UX Challenge Competition presented each group with the opportunity to present solutions for real-world problems in the UX field. Throughout the process, members of the Veriday team helped facilitate the groups’ development of a solution to each challenge.

Students were able to receive valuable feedback from our judges that could help prepare them for their future careers. The judging panel included Veriday Executives: CEO, Mark Lamoureux, COO, Chris Lamoureux, VP Marketing, Valerie Jones, and Director of Finance, Jonah Cohn.

Picture of Judging Panel

The judging panel (From left to right) Chris Lamoureux, Jonah Cohn, Valerie Jones, Marc Lamoureux, with Andrew Chung

 

A big thank you goes out to all of the teams that participated in the UX Challenge Competition. The Veriday team was extremely impressed by all of the innovative ideas that were presented. Congratulations to all challenge participants on a job well done and to the two winning teams: Thunderclap and UXygen.

At Veriday, we are always looking for creative, collaborative and innovative individuals who fit into our company culture. It is important to us that we expand our talent search to newly graduated students and co-op students as they bring new knowledge, fresh and innovative thinking and value to our business.

 

Collage of Veriday UX Challenge Competition

 

Top 4 Reasons to Attend Intra.NET Reloaded in Boston

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Intra.NET Reloaded is a 2-day conference focused on defining the future of the digital workplace. This conference brings together over 100 decision makers from corporate IT, Communications and Business departments who are responsible for creating tomorrow’s digital workplace to network, partner and exchange knowledge in a unique event format. This year it is taking place from April 21 – 22nd, 2016 at the Hyatt Boston Harbor, Massachusetts.

Veriday is delighted to be co-sponsoring and speaking at this year’s conference with our technology partner, Liferay. The 2-day event is a combination of inspirational keynotes and well moderated, interactive World Café Sessions, workshops, break outs, roundtable discussions and activities.

So, why attend Intra.NET Reloaded?  Here are four reasons to join Veriday at the biggest intranet-, digital workplace and social collaboration event in the US:

  1. Connect with others

Attending this conference will connect you with over 100 decisions makers from a wide range of industries. Through sessions ranging from workshops, roundtable discussion and purely networking-focused activities, networking is highly encouraged and made easy for everyone.

Intra.Net pie chart showing job function demographic and industry split.

  1. Expand your knowledge

Learn from more than 30 industry-leading speakers, including Veriday’s CEO, Marc Lamoureux. At Intra.NET Reloaded, you will have the opportunity to go through real case studies, participate in supportive workshops and breakout sessions that will bring you closer to the best solutions for leveraging the business value of intranets and collaboration platforms.

  1. Discover the newest technologies

Attending this conference will enable you to gain insights from your competitors’ experiences with intranet platforms, tools and technologies. You will have to opportunity to share best practices and benchmark experience with individuals working within your industry. The Intra.NET Reloaded conference will provide you with a chance to discuss upcoming trends and opportunities in your industry to increase the business value of your company’s tools and technologies.

  1. Why not?

What do you have to lose? Intra.NET Reloaded will push you to discover new ways to break down silos and organizational barriers, collaborate with peers on shared problems and reflect on how to best exploit current technologies.

Join Veriday as we help celebrate, discover and shape the future of intranets, the digital workplace, and collaboration platforms at this years Intra.NET Reloaded conference.

Come Say Hello!

Come and chat with the Veriday and Liferay team, at our booth, to discover how your organization can implement and maintain an effective and value-adding alignment to your Digital Workplace.  If you are interested in attending, please contact us to receive our sponsorship discount code.

We look forward to seeing you at this years Intra.NET Reloaded conference!

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About Intra.NET Reloaded

Intra.NET Reloaded is the annual leading event on digital workplace transformation and connects IT, internal communication, and business leaders across industries to bridge existing gaps and discover opportunities of intranet, digital workplace and collaboration platform projects.

3 Reasons to Join Veriday at NetFinance 2016

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NetFinance is a 3 day long conference focused on digital innovation in Financial Services.  This year it is taking place from April 18 – 20th, 2016 at the Trump National Doral Hotel in Miami, Florida. Attendees have the opportunity to hear from industry experts on the latest trends in innovation, mobile, and omni-channel customer experience in the Financial Services industry.

For the third year, Veriday is proud to be sponsoring NetFinance with its technology partner, Liferay.

So, why attend NetFinance? Here are three reasons to attend the #1 digital innovation conference in Financial Services:

  1. Get inspired

Being surrounded by other individuals with innovative and creative minds will not only inspire you to do more with your business, but it could also spark new ideas. The speakers attending the conference are some of the most experienced financial services marketing thought leaders in the industry today. They will spark your imagination, challenge your assumptions and inspire you to be the next big thing in the Financial Services industry.

  1. Build connections

Attending the NetFinance Conference will give you the opportunity to meet new faces in the industry. You will have the chance to swap business cards and make important connections that can help you accelerate your career. Being a part of a close-knit community of financial services marketers can open new doors for your business through the meaningful connections you make.

  1. Accelerate your growth

Each speaker has only 20 minutes to pack in as much discovery, innovation, and inspiration as they can. They will cover topics ranging from Fintech, creating digital cultural change, how to become the Uber of the financial services industry, and many more.

The NetFinance Conference will provide you with an enriching, educational, and inspiring experience. You will be able to take what you’ve learned, put it into action, and accelerate and add value to your business and career.

Come Say Hello!

Come and chat with the Veriday and Liferay team, at our booth, to discover how your organization can unleash its digital potential to better engage customers, employees and partners.  If you are interested in attending, please contact us to receive our sponsorship discount code.

We look forward to seeing you at this years NetFinance conference!

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About NetFinance

Since its launch in 2002, NetFinance has become the #1 event for digital innovators in financial services. It is especially designed for Financial Institutions – 93% of our past attendees would recommend the event to a colleague. NetFinance has proven to be a rich industry resource for networking, strategy, and cutting edge information.

NetFinance is a high level conference that continues to bring together the most senior level speakers, enabling attendees to hear from the people making the real decisions. In fact, 85% of speakers are at a VP level or above. They have carved out three days in the midst of a still challenging business environment because the payback is tremendous at this event.

NetFinance combines a large exhibition hall, with unparalleled networking, benchmarking and learning opportunities to create a first class event.

 

Read how Brandon Silbermann, from Don Stockman Financial Services Ltd., used Digital Agent by Veriday to create a digital branding platform for his company.

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Reprinted with permission from Investment Executive.  

Brandon Silbermann’s digital branding initiative was powered by Digital Agent by Veriday.

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If the new way of doing business for financial advisors is at the intersection of the latest digital marketing technology and good, old-fashioned client service, Brandon Silbermann might just be the advisor of the future.

A typical day for Silbermann might include updating his practice’s website, checking his LinkedIn account and driving to a client’s farm to discuss his or her financial plan.

Silbermann, 25, is an advisor with Don Stockman Financial Services Ltd. in Waterloo, Ont., which is affiliated with Oakville, Ont.-based Manulife Securities Investment Services Inc. He officially joined the investment industry full-time in 2013 after graduating from the University of Ottawa’s Telfer School of Management, from which he obtained an honours bachelor of commerce degree in finance.

But back in 2013, Silbermann already was familiar with financial advisory work, having been involved in his school’s co-operative education program, through which he was mentored by Don Stockman, advisor and founder of Stockman Financial.

Silbermann now is an advisor with that practice with his own book of business, consisting of $22 million in assets under management. He is licensed to sell mutual funds, which are offered through Manulife Securities, and insurance products, through Kitchener, Ont.-based Financial Horizons Inc.

Silbermann has learned many lessons from Stockman, who has been an advisor for more than 30 years in the Waterloo region. These lessons include key steps in maintaining strong relationships with clients. “Don always told me to do the right thing,” Silbermann says. “Take good care of the client. Make sure you see them face to face.”

Silbermann brought to the established practice some special knowledge that is characteristic of his age group. He took on the large task of creating an online brand for the practice, which did not have a website prior to Silbermann joining the firm.

This digital branding initiative included creating a website with the help of a third-party digital-marketing company that works with Manulife. The Stockman Financial website would allow Stockman and Silbermann to communicate their skills and experience to families and small-business owners, such as farmers and skilled tradespeople in the construction industry, who are an important part of Stockman Financial’s niche.

“We have three or four generations of some [client] families,” Silbermann says. But the firm needed a way to communicate its expertise to other clients and prospects: not only an online presence, but one that stays up to date.

Silbermann ensures that the website’s functionality fits the ways in which people use technology. “The majority of web searches are done through smartphones,” he says, his empty hands gesturing as if scrolling through a smartphone screen. “So, it was critical for us to have something that is mobile-compatible so that people could see it – so it looked nice on their phones and was easily searchable.”

Silbermann is active on LinkedIn, connecting with other professionals on that social media network. He does not network through Facebook or Twitter, but he is planning to join Manulife’s social media program for advisors, which will guide Silbermann in using Twitter in a compliant manner.

Silbermann’s digital strategy seems to be working just fine. He added three new clients through his use of LinkedIn in 2015.

Silbermann does not spend much time pursuing prospects online, aside from sending out LinkedIn invitations to connect with other professionals. He finds that fellow LinkedIn users will check out his profile, then ask him questions through that social-media network. But those conversations do not remain online for long, as Silbermann’s strategy is to meet prospects in person as soon as possible.

“As much as the world is digital,” Silbermann says, “you need to put a face to a name, especially in a business that is as private and important as money.”

That principle has Silbermann convinced that robo-advisory services, which are becoming increasingly well known, are not a serious competitor. These online services cannot provide that human connection that is important to both Silbermann and Stockman, the latter of whom always emphasizes the importance of seeing clients in person, even if that means driving to the farmhouse of a client who lives outside of the immediate Waterloo area.

“Being able to be there with these people, their farming families and companies, generates a whole other level of trust, integrity and rapport,” Silbermann says. “It does not concern me how the industry is changing.”

Silbermann also is confident that his age is not an obstacle in attracting new clients. The keys, he says, are to associate yourself with a successful brand, then develop a positive relationship with individuals who can speak on your behalf. The affiliation with Manulife, which has a visible presence in the Waterloo region, and to Stockman work to Silbermann’s benefit. Once he builds trust with young clients, he can appeal to their parents.

Silbermann’s office acts as a showcase for his clients’ skills. The flooring, which looks like reclaimed barnwood and is symbolic of Waterloo’s farming tradition, was installed by a client. A painting of bright yellow construction machinery set against a skyline of tall buildings, created by a client’s son, was commissioned by Silbermann; the painting represents the type of hard-working individuals who make up an important part of Silbermann’s client base.

Silbermann also speaks to university students about entrepreneurship on his own time. One of his goals is to help his alma mater grow its investment club. He is an avid reader of books on business, technology and foreign policy. He also is working toward a certified financial planner designation.

BUILD TRUST WITH YOUR CLIENTS

Millennial-generation financial advisors should consider both traditional and digital methods to establish a strong rapport with clients and prospects, according to Brandon Silbermann, an advisor with Don Stockman Financial Services Ltd. in Waterloo, Ont. Silbermann offers the following tips to help young advisors get off to a good start:

1. Develop a mobile-friendly website

A strong online brand can help you connect with prospects and show what they can expect regarding your skills and the services you would provide as their advisor. Because a growing proportion of online searches are conducted on mobile devices, your content must be easily viewed on smartphones and tablets.

2. Be honest

Taking a direct approach with clients about fees, products and other issues will help young advisors build trust with clients of all ages, Silbermann says.

3. Connect with established brands

Joining a large firm with a positive reputation or the practice of an experienced and trusted senior advisor can help you build trust.

Working with a known entity also provides instant credibility, says Silbermann: “It helps you get over the initial hurdles of being a younger person in the industry and managing money professionally.”

4. Build a network of mentors

Consider the type of business you want to run in the future and look for professionals in various industries who fit your vision. Silbermann has four mentors, each works in heavy construction, group benefits or portfolio management. And don’t be nervous about approaching established professionals. “If you have a good connection with them, they will share a lot about how they got to where they are.”

© 2016 Investment Executive. All rights reserved.

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This post was authored by Tessie Sanci and originally appeared here on Investment Executive

CPRS Toronto recognizes Veriday for “New Product or Service Campaign of the Year”

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TORONTO, MAY 21st, 2015 / – The Canadian Public Relations Society (CPRS) Toronto chapter honoured the Greater Toronto Area’s best public relations (PR) practitioners last night at the annual Achieving Communications Excellence (ACE) Awards Gala.  The ACE Awards are synonymous with innovation, skill and excellence, recognizing outstanding work and distinction in the practise of public relations.  Attended by over 300 practitioners, the ceremony at Arcadian Court celebrated the accomplishment of PR professionals.

Veriday and Manulife were nominated for ”New Product or Service Launch Campaign of the Year” which recognizes a new product or service launch that generated awareness and product/service recognition through the use of strategic public relations planning and execution. Veriday and Manulife are honoured to have been awarded Silver in this category for the implementation of Digital Agent, a digital marketing platform that has empowered Manulife’s Advisors to take control of building their online presence. Digital Agent has provided Manulife’s Advisors with the flexibility to create their own unique websites with their own content while ensuring it meets Manulife’s branding and compliance standards.

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The Canadian Public Relations Society is a national professional organization focused on establishing and upholding educational and ethical standards in Public Relations. CPRS Toronto is one of the largest local societies with nearly 600 members. For more information, please visit:http://www.cprstoronto.com.

Growing. Moving. Shaking. Big Things Ahead for Veriday!

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Here we grow again!  In the fast-moving world of Technology and Digital Marketing, change very often paves the way for great things such as progression and growth. Our first four offices were great places to grow our team, and that’s exactly what we did. But, now it’s time for bigger and better.  We have great memories from all of these spaces but with Veriday’s progression and growth over the past couple of years, we are very excited to announce that we will be moving to a new office space.

But first, take a look at the infographic below to take a stroll down memory lane and Veriday’s evolution of office spaces which speaks to our growth over the years.

Here We Grow Again!

Join Veriday at the upcoming TechLeaders Conference!

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Veriday is excited to be sponsoring this year’s Financial Services Management Technology Conference in Irving, Texas. The conference will take place from March 23rd-25th at The Omni Mandalay Hotel at Las Colinas.

The TechLeaders Conference is one of the only conferences to showcase the latest and greatest financial services technology innovations. TechLeaders is focused on one deliverable—introducing financial services management to business-changing technology solutions. With no conflicting agendas addressing investment products, or compliance updates, attendees can focus on discovering new ways to help grow and streamline their businesses.

How TechLeaders is different:

  • A platform to launch the latest B/D technology, with instant, onsite reaction.
  • A forum for developing and sharing ideas and strategies with those who are in the field, every day.
  • An opportunity to speak directly with developers in open conversations about what really matters.

We invite you to connect with us and visit our Digital Agent booth to learn more about our innovative digital marketing platform developed to solve Advisor and Enterprise branding and compliance challenges.

About TechLeaders

TechLeaders, the annual broker-dealer technology conference —unlike any other event—has an agenda dedicated only to presenting the technology solutions that best serve the needs of the financial services community—Broker/Dealers, in particular. The conference is designed to give attendees and sponsors exposure to the technology vendors who are solving the problems that Broker/Dealers and their Representatives are facing every day. TechLeaders is supported by discussion groups, online user forums, and direct access to the technology vendors creating new solutions in direct response to user need.

Veriday is Expanding to Buffalo and Manhattan

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Veriday is growing again with two new office locations: Buffalo & Manhattan!

Veriday is delighted to announce not one, but two new office locations in Buffalo & Manhattan

We are thrilled to be expanding into the United States with new office locations in Buffalo & Manhattan, New York. Veriday is dedicated to expanding its expertise in order to address the diverse needs of our clients. Our new offices will enable us to accommodate our clients more effectively and efficiently.

The Veriday team is proud to welcome you to our new office locations!

For more information on the new locations, click here.

 

Veriday Accepted into the Canadian Technology Accelerator in New York City

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Veriday is one of the five Canadian brands selected to participate in the Canadian Technology Accelerator, CTA@NYC, in Manhattan, New York.  The program was started by the Canadian Consulate General in 2012 with the aim of helping to boost Canadian tech startups.

Starting March 2, 2015, Veriday will be heading to the Big Apple in an initiative that helps Canadian digital media companies access key resources to accelerate their growth. The program is targeted to high-potential early-stage companies in digital media that are selected through a competitive process guided by the private sector. The program is for companies who are interested in accelerating the growth of their business on a global scale.

CTA@NYC offers more than just an opportunity for start-ups to fast-track network-building and mentorship. The program represents the growth and need for acceleration for young Canadian-based companies, backed by support from the Canadian government. Access to multinational businesses, renowned investment firms, the media, and business networks make the experience invaluable. This opportunity is one that will have an incredible impact for the Canadian business economy through Veriday, and other participating Canadian brands.

Veriday is thrilled to become a part of this growing industry in one of the world’s largest hubs for online-based technology. New York City increasingly takes centre-stage as a hot-bed for internet-based technology entrepreneurship and is a world capital for advertising, media, fashion/retail, financial services and innovation.

For more info on CTA@NYC, please visit http://www.can-am.gc.ca/new-york/offices-bureaux/cta_media.aspx?lang=eng