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A Powerful Untapped Engagement Channel

The Client Engagement Platform To Create Real Relationships Online

Digital Agent is an enterprise digital marketing solution that enables the enterprise to amplify marketing efforts by leveraging their team of advisors to distribute relevant content to clients. This content is personalized, targeted and receives a higher engagement than traditional forms of digital marketing from enterprise directly to clients.

2.6 Million Website visits

8.5 Million Page Views

60% Organic Visitors

vs. industry avg. 14%

150,000

Leads

460,000,000

Assets under management

Easily manage all of your Advisor digital marketing in one location

Manage website activity, analytics and updates all in one dashboard. Digital Agent puts control in the hands of enterprise marketers with the ability to control digital marketing channels, create content for your network of financial agents and push enterprise-level campaigns through your affiliate channel. Digital Agent offers a high level of enterprise control, while also providing financial agents with the flexibility to create unique campaigns that they believe will be effective in reaching their target market.

Contact Andrew Chung at Veriday

One platform to ensure brand control

Ensure brand consistency by automating the management and use of approved logos, pre-approved colour palettes, font styles and sizes let marketers sleep easy, knowing brand standards won’t be violated.

Save time with our simple, streamlined content management tool

Track how your content is performing with Digital Agent’s customized reports and key performance indicators. Our content management tool enables marketers to gather insights into how digital content is being used by their network of agents and which agents websites are top performers. The tool gives marketers the insights they need to constantly improve content for better results.

Our analytics dashboard makes tracking marketing success simple and straightforward

Are your agents active online? Who has the strongest digital presence? How are my agents using pre-approved content? Our analytics dashboard allows any team to measure the effectiveness of sales and marketing efforts and provides valuable data to gain insights into your agent network and their respective audiences.

One-click compliance reviews

Our one-click compliance review process enables compliance officers to instantly approve, reject or suggest changes to content in one window. Save time and frustration, making your compliance office more productive.

Auditing and archiving toolkit

Staying compliant has never been so easy. The archiving tool built into Digital Agent makes it easy to export the history of changes to your web presence to provide Auditors.

Automated and personalized workflow management

Digital Agent provides compliance reviewers with personalized dashboard and worklist, making it simple to manage their reviews and archive all changes. The tool is flexible and scalable, making it the perfect tool for a single reviewer or a multi-person, collaborative team.

Meet business objectives with our customizable compliance program

Every organization has a different way in which reviews and approvals are performed. From a single stage to a multi-stage workflow model. Digital Agent is fully configurable and customizable to meet the needs and objectives of each organization’s workflow standards. The tool optimizes your existing business processes to reduce complexity, minimize business disruption and maximize productivity.

Integrated Marketing Toolbox

Digital Agent has all of your marketing tools in one place. From your website builder to the analytics dashboard, our toolkit is easy to use, empowering anyone to become a digital marketing master. Use our drag and drop editor to create amazing, immersive digital experiences.

One-click compliance 

Integrated compliance approvals make it easier than ever to submit edits and new content to compliance. Get your content and campaigns to the market quickly and easily.

Drag and drop toolbox

Easy to use website and content editor tools take the stress out of managing your digital properties. Just drag and drop.

Unparalleled Support

Our Service team is here to service and support you along the way to ensure your digital transformation project goes off without a hitch.

Digital Agent Team Photo on Tablet

Book a Demo Today!

We’re excited to show you how Digital Agent is transforming the way financial enterprises are creating marketing campaigns. Our client engagement platform can is used to generate leads and improve customer engagement.

Book a Demo

 

“The usability… it’s just incredibly user-friendly.”

“Help people make a more human connection in digital.”

“Digital Agent is an innovative dynamic product that is always transforming to stay and be the best.”

“The amount of time it took for compliance approval was an issue in the past. Digital Agent is super easy to use and approve quickly…”

“There is fluidity in the platform, they embrace new things. They know what is important to the advisor user.”

“There’s just nothing I hate about this platform.
What they do is really good.”

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:

5 Facts about Employee Engagement You Should Know

There has been a large focus on providing top tier customer experiences and thinking about how to always improve the customer journey. However, employee engagement is just as valuable as customer engagement. Unfortunately, some organizations…

Why Your Website MUST have an SSL Certificate (and What It Is)

, , ,
Google has made an update that may affect the way people view websites and ultimately advisor websites when viewed on a Google Chrome browser. In July of 2018, with the release of Chrome 68, Google will begin displaying “not secure” warnings…

5 Reasons Why Your Enterprise Needs an Archiving Tool

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As a business grows it will create more data – data that needs to be meticulously managed and monitored in order for it be utilized properly. Keeping tabs on this data can prove problematic for businesses that never put an archiving system…

Liferay DXP 7.1 - Liferay Releases New Products To Help Your Enterprise

This is an exciting time for Veriday and its customers. Having been a Liferay Partner for over ten years, we are excited to see the progression of growth of Liferay’s world-class products. Last week, Liferay announced the launch of new Digital…

How to Keep Employees using your Portal

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Your organization could have the best portal in the world but if your staff isn’t using it, you won’t enjoy the benefits. Therefore, creating long-term and sustained engagement is crucial. To help you keep your employees using your portal,…

The 4 Forces Driving Advisor Marketing Transformation

, ,
Seldomly are decisions made on a whim. Factors both internal and external guide these choices. Businesses are no different. Leaders are focused on constantly moving forward and embracing new strategies and technologies. Business leaders who…

Best Ways To Create Better Employee Engagement

For organizations, with a goal to maximize performance, they need to look at employee engagement. Employee engagement is ensuring that everyone in the organization has the right conditions that will inspire and motivate them to do their best…

4 Reasons Why Advisors Need Their Own Online Presence

, ,
Do the financial advisors of your organization have their own website? When a prospect or client comes to your organization's website and wants to find an advisor, is it an easy painless process to search for an advisor and then view their website?…

What Happens in the Field, Stays in the Field: Why head office marketing campaigns have limits

,
Enterprises are spending large budgets in attempts to build trust with consumers, but consumers interact with the field agents in which they have not built a relationship with. This model of trust building is wasted effort as customers care…
EU General Data Protection Regulation

Everything you need to know about GDPR - Explained

,
With all the latest news about data breaches and how companies are using people’s personal data for advertising, this has a lot of consumers worried and demanding change. One of those changes is the European Union General Data Protection Regulation…

Four Advisor Personas Enterprise Marketers Need to Be Aware Of

,
As an enterprise, when you think about all the advisors that have an online presence and using Digital Agent, their online efforts probably vary drastically.  Some sign in multiple times a week and some probably sign in a few times a year.…

4 Keys to Building A Solid Advisor Transformation Program

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Customer expectations are evolving as rapidly as technology. Because of this constant evolution, brands need to adapt how they interact with their customers. Financial organizations are turning to their advisors as an additional marketing channel.…

How Budgeting Impacts Digital Transformation

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Traditional budgeting in large enterprises interferes with digital transformation success. When projects are approved for a limited budget cycle (say 1 or 2 periods), the project’s value and potential to bring digital transformation…

Your Competitors are Neglecting These Content Marketing Tactics

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Content marketing may be the most important trend in digital marketing today. Industry surveys indicate that B2C businesses will spend on average 39% of their total marketing budgets on content marketing1. Its power as a lead generator is unmatched,…

Protecting Yourself During An Advisor Audit

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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…

5 Facts about Employee Engagement You Should Know

There has been a large focus on providing top tier customer experiences and thinking about how to always improve the customer journey. However, employee engagement is just as valuable as customer engagement. Unfortunately, some organizations…

Why Your Website MUST have an SSL Certificate (and What It Is)

, , ,
Google has made an update that may affect the way people view websites and ultimately advisor websites when viewed on a Google Chrome browser. In July of 2018, with the release of Chrome 68, Google will begin displaying “not secure” warnings…

5 Reasons Why Your Enterprise Needs an Archiving Tool

, , ,
As a business grows it will create more data – data that needs to be meticulously managed and monitored in order for it be utilized properly. Keeping tabs on this data can prove problematic for businesses that never put an archiving system…

Liferay DXP 7.1 - Liferay Releases New Products To Help Your Enterprise

This is an exciting time for Veriday and its customers. Having been a Liferay Partner for over ten years, we are excited to see the progression of growth of Liferay’s world-class products. Last week, Liferay announced the launch of new Digital…

How to Keep Employees using your Portal

,
Your organization could have the best portal in the world but if your staff isn’t using it, you won’t enjoy the benefits. Therefore, creating long-term and sustained engagement is crucial. To help you keep your employees using your portal,…

The 4 Forces Driving Advisor Marketing Transformation

, ,
Seldomly are decisions made on a whim. Factors both internal and external guide these choices. Businesses are no different. Leaders are focused on constantly moving forward and embracing new strategies and technologies. Business leaders who…

Best Ways To Create Better Employee Engagement

For organizations, with a goal to maximize performance, they need to look at employee engagement. Employee engagement is ensuring that everyone in the organization has the right conditions that will inspire and motivate them to do their best…

4 Reasons Why Advisors Need Their Own Online Presence

, ,
Do the financial advisors of your organization have their own website? When a prospect or client comes to your organization's website and wants to find an advisor, is it an easy painless process to search for an advisor and then view their website?…

What Happens in the Field, Stays in the Field: Why head office marketing campaigns have limits

,
Enterprises are spending large budgets in attempts to build trust with consumers, but consumers interact with the field agents in which they have not built a relationship with. This model of trust building is wasted effort as customers care…
EU General Data Protection Regulation

Everything you need to know about GDPR - Explained

,
With all the latest news about data breaches and how companies are using people’s personal data for advertising, this has a lot of consumers worried and demanding change. One of those changes is the European Union General Data Protection Regulation…

Four Advisor Personas Enterprise Marketers Need to Be Aware Of

,
As an enterprise, when you think about all the advisors that have an online presence and using Digital Agent, their online efforts probably vary drastically.  Some sign in multiple times a week and some probably sign in a few times a year.…