Digital Agent is a marketing cloud for regulated industries
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.
• Evolves and grows with market and client demand
• Features were designed specifically to overcome the challenges of enterprise marketing teams.
• Branded assets can be instantly updated on all field sales microsites
• A single platform for marketing, advisors and compliance
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Chayton Allen
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Chayton Allen2020-09-02 16:22:012020-09-02 16:34:20Content Marketing Can Help Amplify Your Digital Presences
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Tyson Kingsbury
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Tyson Kingsbury2020-08-24 18:02:442020-09-24 22:17:4310 Steps to Digital Marketing for Financial Advisors in the New Normal
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Tyson Kingsbury
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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 Kingsbury
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Tyson Kingsbury2020-01-16 21:03:222020-01-21 17:05:45Digital Agent Email, Winter 2020 Release
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Tyson Kingsbury
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Tyson Kingsbury2019-09-05 15:30:342020-09-15 18:53:01Common Challenges Marketing Teams Face With Compliance Processes
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Sean Lamoureux
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Sean Lamoureux2019-08-23 08:46:272020-09-15 18:41:38How Personalization Helps Your Advisors Enhance Client Experience
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Sean Lamoureux
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Sean Lamoureux2019-08-21 08:19:472020-09-15 18:43:11Tips for Crafting a Digital Customer Experience Strategy
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Sean Lamoureux
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Sean Lamoureux2019-07-11 13:42:452019-07-12 15:19:335 Website Metrics Advisors Should Understand and Review Monthly
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Sean Lamoureux
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Sean Lamoureux2019-05-24 14:30:292019-06-18 23:53:44How Local Search Is Transforming How Advisors Are Found Online
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Tim Merrill
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Tim Merrill2019-03-20 20:26:172019-06-18 23:55:535 Features to Look For in an Enterprise Marketing Solution