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Chayton Allen2021-09-10 16:28:212021-09-10 17:49:41Why Personalization Is Critical For Financial Advisor Marketing SuccessReach. Engage. Convert.
Digital Agent is a marketing cloud for regulated industries
What is Digital Agent
Digital Agent helps your firm manage hundreds or thousands of advisor websites at scale. Our product is a simple easy-to-use platform that helps marketers become more efficient so that they can add greater value to their advisor teams and their business.
Digital Agent supports all stages of the buyer’s journey to create more personalized connections and engagement between a financial advisor and their target audience. Advisors using Digital Agent significantly outperform their competitors.
Digital Agent is SaaS
• Evolves and grows with market and client demand
Created for regulated industries
• Features were designed specifically to overcome the challenges of enterprise marketing teams.
Marketing & Compliance Rules Engine
• Branded assets can be instantly updated on all field sales microsites
Cross-Functional Collaboration
• A single platform for marketing, advisors and compliance
Content Marketing
Data & Analytics
Increase Visibility
Streamline Compliance
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Chayton Allen2021-09-10 16:28:212021-09-10 17:49:41Why Personalization Is Critical For Financial Advisor Marketing Success
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Chayton Allen2021-06-10 15:17:522021-06-10 18:39:11The Perils of Relying Solely on Your Own Content
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Chayton Allen2021-05-27 18:02:052021-08-24 17:23:21Why Your Enterprise Needs Digital Agent
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Chayton Allen2021-03-23 18:09:542021-05-05 15:48:20A Cloud-based Solution is the Future of Insurance
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Tyson Kingsbury
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Tyson Kingsbury2020-11-18 14:21:142021-04-20 17:56:57The Value of Uniqueness in Advisor Content Marketing
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Chayton Allen2020-09-28 20:46:312021-09-22 12:04:01The Answer to an Inefficient Compliance Process
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Chayton Allen2020-09-02 16:22:012021-07-19 19:11:34Content Marketing Can Help Amplify Your Digital Presences
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Tyson Kingsbury2020-08-24 18:02:442020-10-21 20:49:0410 Steps to Digital Marketing for Financial Advisors in the New Normal
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Tyson Kingsbury2020-04-22 14:39:062020-09-15 19:07:05How to Maximize your Work Time While Working from Home
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Tyson Kingsbury2020-01-16 21:03:222020-01-21 17:05:45Digital Agent Email, Winter 2020 Release