Finally, A Marketing Cloud Built for Financial Services.
Digital Agent® is a marketing cloud for financial service marketers and advisors to achieve credibility at scale, optimize digital marketing efforts and effectively reach customers.
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Brand Compliant Advisor Websites
Digital Agent® by Veriday, gives advisors the marketing freedom to seamlessly grow their business and drive engagement with their clients while easily converting prospects-to clients.
Compliance & Archiving Solution
The Digital Agent® compliance and archiving solution, allows your firm to scale communications programs, reduces regulatory risk and save time during audits.
Email & Content Marketing
Digital Agent® Email, gives enterprise marketers and advisors the ability to reduce distribute emails & newsletters faster, by selecting from a library of brand compliant design templates, and pre-approved content.
“Digital Agent is an innovative dynamic product that is always transforming to stay and be the best.”
“As an organization, we wanted to elevate how our advisors interacted with customers. The strong collaborative team that we built with Veriday means that we will be able to continue to expand our reach because Digital Agent is always moving forward with us.”
Senior Manager, Digital Marketing
RBC Wealth Management
“Way better visual to see where to reject the content. It’s also faster by a long shot. The highlighted change just popped up immediately and I can see it.”