The End of Agent Marketing Stress is Here
Tuesday, Oct 26th 2021
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Tuesday, Oct 26th 2021
Introducing the marketing solution designed to enable effective marketing, leading to attracting and retaining agents. Join us as we host insightful keynote sessions from Forrester and Novarica and announce exciting new advancements being brought to the Digital Agent platform as it expands further into the US.
Be sure to save your seat!
Simple All-In-One Marketing Platform
To grow a book of business and compete, marketing for agents is a MUST. Digital Agent provides a full suite of easy-to-use marketing tools purpose-built for agents to create SEO optimized websites and effective email newsletters.
Fast & Efficient Compliance Approvals
Cut review times from 2 weeks to 2 hours. It’s time to replace manual compliance processes using Email with an integrated compliance management system. The enterprise solution of the Digital Agent platform enables firms to monitor and comply with brand and industry regulations.
Stress-Free Migration
Don’t let site migration be the roadblock to providing a marketing solution that will make agents happy. With the right plan in place, you can mitigate risk and ensure a clean move to a new, healthier website. The Veriday Team has extensive experience and is well-versed in migrating at scale the sites built on legacy platforms.
- 10:00am to 10:05am
Opening Remarks
- 10:05am to 10:45am
Keynote: Keynote: Forrester – What’s Hot & What’s Not In Wealth Management Tech for 2021 and Beyond
- 10:45am to 11:00am
Keynote: Marc Lamoureux – CEO, Veriday
- 11:00am to 11:15am
Break: Coffee & Treat Delivered
- 11:15am to 11:40am
Platform Overview
- 11:40pm to 12:00 pm
Breakout Sessions: Top Challenges Solved (Admin, Marketing, Compliance)
- 12:00pm to 12:25pm
Client Case Study: CI Assante Wealth Management
- 12:25pm to 12:30pm
Closing Remarks
What’s Hot & What’s Not In Wealth Management Tech for 2021 and Beyond
In the highly competitive world of wealth management, digital business strategy executives must invest in strategic initiatives that will differentiate them, drive revenue growth, and keep their customers, financial advisors and back-office personnel satisfied. In this session, we reveal the full list of top wealth management tech initiatives for 2021 as well as who is doing them well and why these areas are the keys to success in today’s dynamic wealth management industry. Specifically, we will:
Uncover the results of Forrester’s 2020 survey on top wealth management technology
Understand what’s hot versus hype in 18 areas of retail tech initiatives.
Use insights from over 50 wealth management industry professionals to identify the top priorities for your company’s digital success.
Share examples of how leading firms are solving tangible business challenges with these technologies
- 10:00am to 10:05am Opening Remarks
- 10:05am to 10:45am Keynote: Novarica – Industry Tends
- 10:45am to 11:00am Keynote: Keynote: Sharmila Wijeyakumar – VP, Veriday
- 11:00am to 11:15am Break: Coffee & Treat Delivered
- 11:15am to 11:40am Platform Overview
- 11:40pm to 12:00 pm Breakout Sessions: Top Challenges Solved (Admin, Marketing, Compliance)
- 12:00pm to 12:25pm Client Case Study
- 12:25pm to 12:30pm Closing Remarks
