Elevate your demand generation and nurturing campaigns with our integrated e-mail campaign builder. With DA/WealthCloud®, you can quickly build email newsletters pulling content from our library of pre-approved FINRA-compliant content and templates.
Leverage best practices and dynamic thought leadership content to send highly personalized communications.
Send the right message, to the right audience, at the right time. Use segmentation to target emails to similar contacts and provide them with content they care most about. Even send multilingual campaigns without the need for additional language software.
Track campaign metrics through the built-in dashboard to monitor delivery, open and click-through rates.
Address Brand & Regulatory Compliance
Offers capabilities for administrators to build custom approval workflows to create content, submit for review, identify required changes and approve.
Convenient side-by-side document caparison feature allows compliance officers to see each of the requested changes being edited.
Auto-Archiving for stress-free audits
Auto-archiving of all web pages, third-party links and audit trail history for full traceability of all approvals and rejections
Quickly and efficiently retrieve data of any Digital Agent website as HTML snapshots, structured content data, excel or .PNG exports
Using features like our visual archive and filters, marketing departments can easily and efficiently respond to audit requests with just a few clicks.