Veriday Resources

This is where you can find all our latest articles, ebooks and blog posts.

Whether you’re interested in knowing more about Digital Agent, Liferay, portal development or SEO, you’ve come to the right place 🙂

sharepoint alternatives

Alternatives to SharePoint

October 30, 2014/by Andrew Chung
Social Media presence

10 Revealing Website and Social Media Statistics for Financial Advisors

October 24, 2014/by Marketing @ Veriday
Call-to-action

3 Reasons Advisors Need Calls to Action on Their Website

October 22, 2014/by Andrew Chung
Top 10 Innovations

The top 10 Innovations of all time

October 16, 2014/by Tyson Kingsbury
Customer Love

Customer Love

October 16, 2014/by Chris Lamoureux
Financial Advisors: 3 ways you are hurting your online presence

Financial Advisors: 3 ways you are hurting your online presence

October 15, 2014/by Marketing @ Veriday
Liferay Portal, a Leader in the Gartner Magic Quadrant

Liferay Portal, a Leader in the Gartner Magic Quadrant

October 6, 2014/by Marketing @ Veriday
blog Optimization Tips

3 Optimization Tips that Advisors are Missing on their Blog

October 1, 2014/by Andrew Chung
The top 3 reasons why every Advisor should be blogging

The top 3 reasons why every Advisor should be blogging

September 25, 2014/by Marketing @ Veriday
Why Every Financial and Insurance Advisor Needs a Website

Why Every Financial and Insurance Advisor Needs a Website

September 22, 2014/by Andrew Chung
SEO traps

SEO Tips for Advisors | 5 Key SEO Traps You Want to Avoid

September 17, 2014/by Andrew Chung
How to Manage Dozens of Themes?

How to Manage Dozens of Themes?

September 17, 2014/by Marketing @ Veriday
CRM 2 and the Rise of Content Marketing

CRM 2 and the Rise of Content Marketing

August 15, 2014/by Andrew Chung
What Every Advisor Ought to Know about Web Analytics

What Every Advisor Ought to Know about Web Analytics

August 15, 2014/by Andrew Chung
Race Starting line into the fog

“Where do I start if I want an effective web presence?”

August 14, 2014/by Andrew Chung
Man checking watch at his desk

“Our review process for advisor websites takes too much time and effort.”

August 14, 2014/by Andrew Chung
Clicking digital padlock

“I need to show auditors that all published content on our websites has been vetted and approved.”

August 14, 2014/by Andrew Chung
Web analytics reporting

“I need better web analytics reporting for my advisor websites.”

August 14, 2014/by Andrew Chung
Website Management

“My advisors don’t use the website management tools I’ve provided to them.”

August 14, 2014/by Andrew Chung
"I need to upgrade my advisor marketing program and I need a business case."

“I need to upgrade my advisor marketing program and I need a business case.”

August 14, 2014/by Andrew Chung
"I have challenges maintaining my website with my current provider or tool"

“I have challenges maintaining my website with my current provider or tool”

August 14, 2014/by Andrew Chung
"How can I generate more leads with my website?"

“How can I generate more leads with my website?”

August 14, 2014/by Andrew Chung
"Compliance Takes Too Long to Review my Content."

“Compliance Takes Too Long to Review my Content.”

August 14, 2014/by Andrew Chung
7 Ways to Increase Your Website's Traffic with Blogging

7 Ways to Increase Your Website’s Traffic with Blogging

July 31, 2014/by Andrew Chung
New Feature Announcement: Blogging and Event Promotion

New Feature Announcement: Blogging and Event Promotion

July 7, 2014/by Andrew Chung
How should I design my website menu?

How should I design my website menu?

June 19, 2014/by Andrew Chung
Enterprise Portal

The Longest Vacation

June 17, 2014/by Chris Lamoureux
New Interactive Widgets for Digital Agent!

New Interactive Widgets for Digital Agent!

June 8, 2014/by Andrew Chung
GreaterGood

The Greater Good

May 21, 2014/by Marc Lamoureux
Rich Internet Applications Using Backbone.js and Liferay

Rich Internet Applications Using Backbone.js and Liferay

May 15, 2014/by Marketing @ Veriday
New Features: Pre-Approved Pages

New Features: Pre-Approved Pages

May 8, 2014/by Andrew Chung
Acquiring the Young Investor as Your Client

Acquiring the Young Investor as Your Client

April 10, 2014/by Andrew Chung
Liferay Accelerates Mobile Application Development

Liferay Accelerates Mobile Application Development

April 1, 2014/by Andrew Chung
The Importance of Software Configuration Management for Portal Projects

The Importance of Software Configuration Management for Portal Projects

March 14, 2014/by Andrew Chung
Manulife

Manulife empowers Advisors to take control of their online presence with Veriday’s Digital Agent solution

January 20, 2014/by Andrew Chung
Announcing French Language Support

Announcing French Language Support

January 8, 2014/by Andrew Chung

Ant Colonies Solve User Interface Challenges

December 23, 2013/by Marketing @ Veriday
innovation as a swear word

Innovation as a Swear Word

November 13, 2012/by Andrew Chung
Music Meets Technology

Music Meets Technology

August 20, 2012/by Marketing @ Veriday

WEBINAR
Lowering Your Lead Generation Costs – Eric Sleeth

Watch the Lowering Your Cost of Lead Generation webinar. The cost of acquiring leads is not cheap in the financial service industry. Enterprise marketers can stretch their marketing budgets by adding an additional distribution channel for their marketing activities. Be sure to download a copy of the presentation slides.

WEBINAR
Transform Your Employee Engagement Using Portals – Chris Lamoureux

Watch the Transform Your Employee Engagement webinar that explores the potential of a properly executed employee portal and how it can bring transformation to employees engagement with a digital experience platform. Be sure to download a copy of the presentation slides.

EBOOK
Employee Engagement: The Key To Your Business’s Success

Struggling to engage your employees? Unengaged employees are holding back the growth potential of your business. This ebook explores how having engaged employees are a key to success and how to create this engagement. And no it’s not with bean bag chairs.

WEBINAR
Transform Your Advisor Marketing – Andrew Chung

Watch the complete Business Case for Transforming Your Advisor Webinar that explores what is driving advisor transformation, the common pitfalls that companies face when implementing a transformational strategy, and the 4 keys to building solid advisor marketing transformation programs. Be sure to download a copy of the presentation slides.

EBOOK
The Business Case For Transforming Your Advisor Marketing

Explore the advisor marketing transformation process that results in significant growth in all of your KPIs. The Business Case for Transforming Advisor Marketing ebook will present how financial organizations can expand and amplify their marketing programs by tapping into their field team networks.

EBOOK
6 Website SEO Pitfalls To Avoid During Your Next Web Project

In today’s digital world, Search Engine Optimization (SEO) is an essential part of driving quality traffic to your website. Avoid common mistakes that can hurt your web presence. Be sure to avoid these 6 common SEO pitfalls during your website redesign.

EBOOK
How to Drive Sales Using the Customer Buyer Journey

Buyers are becoming more knowledgeable and it is re-shaping the roles of sales and marketing professionals. What is the buyer journey and how can you leverage it to increase your sales? Why should Advisors care about the new buyer journey?

EBOOK
UNLOCKING DIGITAL: How Financial Companies Master Modern Marketing

Where do you start and how can you adopt the emerging trends given the institutional and regulatory constraints? Here is a “must-read” guide to make digital marketing simpler.

EBOOK
The Business Case for Liferay DXP

Digital innovation leaders can enable every business unit in the enterprise to serve the customer consistently, by integrating deeply with business operations and building an understanding of the customer with every interaction.

EBOOK
Are Your Investment Advisors Set Up for Success?

These 7 questions will help you decide if you are setting up your Investment Advisors for success. Dive into topics like: Compliance, Engaging and Supporting Advisors, and preparing for the Great Wealth Transfer.

EBOOK
6 Financial Marketing Trends In The Wealth Management Sector

You need to ensure you are providing the tools to your Advisors that enable them to push out compliant information to clients and prospects. This includes a dynamic website, compliant emails, and the ability to blog and use social media.

EBOOK
The Business Case for a Digital Marketing & Compliance Platform in Financial Services

The convergence of digital, social, and mobile technology is changing consumers’ behaviours. Financial institutions have been traditionally slow to change and evolve with consumer expectations.

EBOOK
How Financial Advisors can use Content Marketing to Boost Website Traffic

Today’s consumers make purchase decisions based on research they do themselves, reading online reviews, and building trust over time with an organization. Content marketing may be the most important digital marketing strategy out there today.

EBOOK
How can Advisors Market to the Millennial Generation

If you are looking to reach more Millennials, you need to ensure that you have a strong digital presence. Millennials comprise one-third of the workforce and soon enough will be worth over one trillion dollars, so ensuring that you reach us digitally is key to the future success of your Advisory Firm.

EBOOK
The Financial Advisors Guide to Blogging

Blogging is a great way to keep your clients informed about financial issues, investment opportunities, and money-saving strategies. Unfortunately, Financial Advisors can make some blogging mistakes.

EBOOK
The Financial Advisors Guide to Content Writing

Content writing can be daunting, and it can be tempting to take the opportunity to showcase your wealth of knowledge. Simplicity is the first step toward a great online presence and the key to preventing the content beast before it arises.

EBOOK
How to Optimize your LinkedIn Profile

LinkedIn has evolved into one of the most powerful marketing platforms by providing Advisors a professional ground to network, enhance their current client relationships, as well as cultivate new prospects.

EBOOK
The Financial Advisors Guide to Content Marketing

Your prospects are turning to social and digital technologies for information to solve their challenges. In fact, 70%-90% of consumers’ buying decision is made before picking up the phone or seeing a sales person.