PRICING

The Marketing Cloud Regulated Industries Have Been Waiting For

Update your advisor marketing platform so it performs for you!

Our easy to use solution improves visibility and brand control.

Digital Agent saves you time, grows your capacities, and gives you the freedom to focus on what is most important: your people.

Looking to enhance digital marketing across your entire advisor network?

Learn more about Digital Agent Enterprise

Request a Demo

Testimonials

FAQ’s

Setup

Self Service • Veriday template to stylize your Homepage, Contact Us, and internal pages as you go. • Choice of color theme • Standard widgets	Enhanced • A unique website to match your branding. • Stylized Home, Contact Us, and internal pages. • Unique elements (ie: accordion, testimonials, etc.) • 1 revision with a Designer • 30-minute discovery call. • Veriday-assisted content migration. • Design adaptation of existing widgets. • 2 UI styled elements (e.g. graphic slider)	Custom • A custom website designed with the help of our Design and Support teams. • 2 revisions with a Designer. • Including High Fidelity Mockup • 30-minute discovery call. • Veriday-assisted content migration. • Customized styling to OOB widgets. • 5 UI styled elements (e.g. graphic slider) • Price to be finalized following design activities.

Features

Self Service • Website • Lead Forms • Blogging • Events • Polls • Analytics • Blog Archive • Category List • Custom Forms • Biography Roll • My Biography • Contact Map • My Team • Pre-Approved Profile • Mailing List • My Updates	Enhanced • Website • Design Consultation • Lead Forms • Blogging • Events • Polls • Analytics • Blog Archive • Category List • Custom Forms • Biography Roll • My Biography • Contact Map • My Team • Pre-Approved Profile • Mailing List • My Updates	Custom • Website • Design Consultation • Lead Forms • Blogging • Events • Polls • Analytics • Blog Archive • Category List • Custom Forms • Biography Roll • My Biography • Contact Map • My Team • Pre-Approved Profile • Mailing List • My Updates

Support

Self Service • Email + Phone	Enhanced • Email + Phone	Self Service • Email + Phone

Resources

Self Service • Group Product Training (1 x 60 min) • Knowledge Base • Digital Institute	Enhanced • Group Product Training (1 x 60 min) • Knowledge Base • Digital Institute	Custom • Custom Site Support • Quarterly Site Consultation 30 minutes) • Product Training (2 x 30 min) • Knowledge Base • Digital Institute

TESTIMONIALS

Our Customers Trust Digital Agent

You don’t have to take our word for it. Our product is used by over 10,000 agents, brokers, and advisors, and here’s what they’re saying:

“Right away, it made a hude impression on my bosses, here at head office, on the value of this tool to push our content.”

Scott MacDougallCanada Life

“…A modern and scalable solution that was easy to use, especially for a financial advisory audience that tends to skew in the little bit more 55+ age…was one of the reasons [we chose Digital Agent].”

Marketing LeaderSuccessful North American Wealth Firm

WHAT’S INCLUDED

Digital Agent Supports Your Most Critical Content

Website

Drag-and-drop editor, mobile/tablet friendly
Content Marketing

Maximize your exposure with blogs that promote your business and grow your client list
Create Events

Publicize events and boost attendance
Customizable Forms

Streamline client communication and capture leads
Tailored Polls

Gain insights direct from your target audience on the issues most important for your business

1 2 3 4 5 6

Digital Agent Delivers

200% Increase in Lead
Form Submissions

50% Reduction in Digital Disruptions*

* as reported by our customers

2x the Industry
Average for Email
Engagement

Hear it from our clients…

Frequently Asked Questions

Why should I use the Digital Agent solutions?

Digital Agent was purpose-built to meet the specific challenges and needs of advisors and agents.

We offer the largest selection of marketing options, delivering your brand to more places at a lower cost than what is available through our competitors. Our platform allows advisors/agents to easily extend their unique digital brand and grow their book of business.

How is Digital Agent different than your competitors?

Digital Agent is the one-stop shop to manage your multi-channel digital marketing platform as an advisor or agent. We continuously expand the capabilities to ensure you’re ahead of the game against your competitors. By selecting a single partner, you are able to save time and reduce your marketing investment.

We also offer concierge support with our marketing experts to ensure the proper setup and execution of your marketing program, so you get the most out of every dollar. Our Support team is available Monday through Friday from 7:00 am to 7:00 pm ET.

What type of support do you provide?

Digital Agent was built to minimize the learning curve and maximize business results; sometimes questions do come up. This is why we have in-app guidance and a marketing introduction training course to help you along every step of the way. Our client support team is also available to assist you five days a week. You can contact them at (888) 706-2817, or by emailing service@veriday.com

What is the Digital Agent Website set up process?

We have streamlined our website setup process to help make it easy and efficient. Once you have placed your order, you will be contacted by an Onboarding Specialist to schedule your onboarding consultation. Once your consultation meeting is complete, your Onboarding Specialist will complete the agreed-upon work. Upon your review and approval, and then be published to go live.

If you already have a website, we will work with you on migrating your website onto Digital Agent.

I’m a registered representative of a broker dealer. Can I still use Website Engine?

Absolutely! Each change you make will not go live until you or a third-party approves and all approved changes will be archived. An email will be sent to you each time you submit for review which can be forwarded to a third-party. In addition, if you’d like to recommend us to your broker-dealer, you can direct them here to learn more and get in touch with us.

Can Veriday build & design my website for me?

Yes! We offer an Enhanced and Tailored plan.

Agent Portal

Commerce

Customer Portal

Dealer Portal

Intranet

Public Websites

Supplier Portal

Liferay

Entando

Digital Agent

Workplace OTS

Digital Institute

Liferay

Entando

PRICING

The Marketing Cloud Regulated Industries Have Been Waiting For

Looking to enhance digital marketing across your entire advisor network?

Learn more about Digital Agent Enterprise

Setup

Self Service

Enhanced

Custom

Features

Self Service

Enhanced

Custom

Support

Self Service

Enhanced

Self Service

Resources

Self Service

Enhanced

Custom

TESTIMONIALS

Our Customers Trust Digital Agent

“Right away, it made a hude impression on my bosses, here at head office, on the value of this tool to push our content.”

“…A modern and scalable solution that was easy to use, especially for a financial advisory audience that tends to skew in the little bit more 55+ age…was one of the reasons [we chose Digital Agent].”

WHAT’S INCLUDED

Digital Agent Supports Your Most Critical Content

Digital Agent Delivers

Hear it from our clients…

Frequently Asked Questions

Solutions

Industries

Company