Veriday Resources

This is where you can find all our latest articles, ebooks and blog posts.

Whether you’re interested in knowing more about Digital Agent, Liferay, portal development or SEO, you’ve come to the right place.

Business Uses and Benefits of Customer Portals

December 4, 2018/by Tyson Kingsbury

Design Best Practices for Portals: Atomic Design

November 29, 2018/by Tyson Kingsbury

Simple Portal Solutions for Your Common Portal Problems

November 26, 2018/by Shereen Mohammed

Stuck on what to write? These Topics Will Turn Advisors into a Content Writing Pro

November 23, 2018/by Tyson Kingsbury

Digital Transformation – Payments Modernization in Canada

November 19, 2018/by Tyson Kingsbury

FINRA And Compliance In The Era of Fake News

November 14, 2018/by Tyson Kingsbury

Open Source vs. Closed Source Software – What’s the Difference?

November 12, 2018/by Marketing @ Veriday

BEWARE! Your Advisor Portal is Impacting the Customer Experience

November 6, 2018/by Eric Sleeth

The 4 Forces Driving Advisor Marketing Transformation

November 5, 2018/by Andrew Chung

10 Step Process for Advisors to Start Blogging

November 2, 2018/by Tyson Kingsbury
brand personification

Being Yourself: Why Brand Personification Increases Customer Engagement

October 29, 2018/by Tyson Kingsbury

Veriday is Sponsoring DMFS New York 2018

October 22, 2018/by Tyson Kingsbury

5 Ways Your Current Advisor Portal Is Slowing Down Productivity & Results

October 9, 2018/by Eric Sleeth

Why Blog? The Reasons and Results for Advisors to Become Active Bloggers

October 1, 2018/by Eric Sleeth

Why Liferay is Replacing Sharepoint in Many Organizations

September 20, 2018/by Shereen Mohammed
Searching location on map and pin above blue tone city scape and network connection, internet of things, satellite navigation system concept

The Frustrations of Managing Advisor Information

September 7, 2018/by Eric Sleeth

How Is Enhanced Symbiotic Performance Transforming Financial Enterprises?

August 31, 2018/by Eric Sleeth
15 Awesome Web Portal Examples

15 Awesome Web Portal Examples

August 30, 2018/by Marketing @ Veriday

Why You Should Update Your Website This Week

August 28, 2018/by Eric Sleeth

10 Ways Your Current Portal Is Slowing Down Productivity

August 16, 2018/by Tyson Kingsbury

Why Email Marketing Is Stronger Than Social Media

August 15, 2018/by Eric Sleeth

10 Reasons Why Advisors Should Be Blogging

August 8, 2018/by Shereen Mohammed

5 Facts about Employee Engagement You Should Know

August 7, 2018/by Chris Lamoureux

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

July 25, 2018/by Eric Sleeth

5 Reasons Why Your Enterprise Needs an Archiving Tool

July 24, 2018/by Eric Sleeth

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

July 19, 2018/by Shereen Mohammed

How to Keep Employees using your Portal

July 17, 2018/by Eric Sleeth

Best Ways To Create Better Employee Engagement

July 9, 2018/by Chris Lamoureux

4 Reasons Why Advisors Need Their Own Online Presence

June 28, 2018/by Shereen Mohammed

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

June 28, 2018/by Marc Lamoureux
EU General Data Protection Regulation

Everything you need to know about GDPR – Explained

June 27, 2018/by Eric Sleeth

Four Advisor Personas Enterprise Marketers Need to Be Aware Of

June 21, 2018/by Shereen Mohammed

4 Keys to Building A Solid Advisor Transformation Program

June 6, 2018/by Andrew Chung
Wood letters of SEO and definition on wood background

SEO Basics

May 9, 2018/by Eric Sleeth

How Budgeting Impacts Digital Transformation

April 18, 2018/by Marc Lamoureux

Your Competitors are Neglecting These Content Marketing Tactics

April 5, 2018/by Eric Sleeth

Revamping an Outdated Portal to Improve Communication & Storage: A Case Study

April 3, 2018/by Tim Merrill

Too Many Systems Collected During Growth: A Case Study

March 28, 2018/by Patrick Lafond

Why Choose Liferay DXP as Your Employee Portal Platform

March 26, 2018/by Dinh Tran
Blog concept with young man holding a tablet computer

How Blogging Has Transformed Advisor Leads

March 23, 2018/by Eric Sleeth

WEBINAR
Waking Up From Your Advisor Portal Nightmare – Chris Lamoureux

Is your advisor portal a complete nightmare that barely gets used? If your portal is painful for advisors to use, they are not getting the most out of it, which means they are wasting time throughout their day. With the proper tools and resources, advisors can feel empowered and prepared to maximize their full potential with each day. Watch the Waking Up From Your Advisor Portal Nightmare Webinar.

How Personalization Helps Your Advisors Enhance Client Experience

WEBINAR
How Personalization Helps Your Advisors Enhance Client Experience – Eric Sleeth

Today’s clients have specific customer experience expectations, which makes their website a very important asset in delivering exceptional customer experiences and growing their business. However, a lack of individualization prevents each advisor from building their personal brand. With individualization, advisors can expand their reach and enterprise marketers can leverage this expansion for better distribution.

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The Ultimate Guide for Improving Financial Advisor Productivity

The financial services industry is experiencing constant change. Any firm that doesn’t plan for the future and taking advantage of opportunities will suffer. Financial institutions must look at the bigger impact of their advisor portal, and look into who to enhance productivity which will ultimately improve the customer journey.

WEBINAR
The Right KPIs Enterprise Marketers Must Measure for Advisor Marketing Success – Andrew Chung

Watch The Right KPIs Enterprise Marketers Must Measure for Advisor Marketing Success Webinar. VP of Product, Andrew Chung, explores the key metrics that financial enterprise marketers should be evaluating.Be sure to download a copy of the presentation slides.

WEBINAR
Digital Experience Trends in Commercial Banking – Chris Lamoureux

Watch the Digital Experience Trends for Commercial Banking webinar that explores the trends and best practices and how they apply to the Financial Services Industry with focus on the Business Banking and Treasury Management areas.Be sure to download a copy of the presentation slides.

WEBINAR
Lowering Your Lead Generation Costs – Eric Sleeth

Watch the Lowering Your Cost of Lead Generation webinar. The cost of acquiring leads is not cheap in the financial service industry. Enterprise marketers can stretch their marketing budgets by adding an additional distribution channel for their marketing activities. Be sure to download a copy of the presentation slides.

WEBINAR
Transform Your Employee Engagement Using Portals – Chris Lamoureux

Watch the Transform Your Employee Engagement webinar that explores the potential of a properly executed employee portal and how it can bring transformation to employees engagement with a digital experience platform. Be sure to download a copy of the presentation slides.

EBOOK
Employee Engagement: The Key To Your Business’s Success

Struggling to engage your employees? Unengaged employees are holding back the growth potential of your business. This ebook explores how having engaged employees are a key to success and how to create this engagement. And no it’s not with bean bag chairs.

WEBINAR
Transform Your Advisor Marketing – Andrew Chung

Watch the complete Business Case for Transforming Your Advisor Webinar that explores what is driving advisor transformation, the common pitfalls that companies face when implementing a transformational strategy, and the 4 keys to building solid advisor marketing transformation programs. Be sure to download a copy of the presentation slides.

EBOOK
The Business Case For Transforming Your Advisor Marketing

Explore the advisor marketing transformation process that results in significant growth in all of your KPIs. The Business Case for Transforming Advisor Marketing ebook will present how financial organizations can expand and amplify their marketing programs by tapping into their field team networks.

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6 Website SEO Pitfalls To Avoid During Your Next Web Project

In today’s digital world, Search Engine Optimization (SEO) is an essential part of driving quality traffic to your website. Avoid common mistakes that can hurt your web presence. Be sure to avoid these 6 common SEO pitfalls during your website redesign.

EBOOK
How to Drive Sales Using the Customer Buyer Journey

Buyers are becoming more knowledgeable and it is re-shaping the roles of sales and marketing professionals. What is the buyer journey and how can you leverage it to increase your sales? Why should Advisors care about the new buyer journey?

EBOOK
UNLOCKING DIGITAL: How Financial Companies Master Modern Marketing

Where do you start and how can you adopt the emerging trends given the institutional and regulatory constraints? Here is a “must-read” guide to make digital marketing simpler.

The Business Case for Liferay DXP_Veriday eBook

EBOOK
The Business Case for Liferay DXP

Digital innovation leaders can enable every business unit in the enterprise to serve the customer consistently, by integrating deeply with business operations and building an understanding of the customer with every interaction.

EBOOK
Are Your Investment Advisors Set Up for Success?

These 7 questions will help you decide if you are setting up your Investment Advisors for success. Dive into topics like: Compliance, Engaging and Supporting Advisors, and preparing for the Great Wealth Transfer.

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6 Financial Marketing Trends In The Wealth Management Sector

You need to ensure you are providing the tools to your Advisors that enable them to push out compliant information to clients and prospects. This includes a dynamic website, compliant emails, and the ability to blog and use social media.

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The Business Case for a Digital Marketing & Compliance Platform in Financial Services

The convergence of digital, social, and mobile technology is changing consumers’ behaviours. Financial institutions have been traditionally slow to change and evolve with consumer expectations.

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How Financial Advisors can use Content Marketing to Boost Website Traffic

Today’s consumers make purchase decisions based on research they do themselves, reading online reviews, and building trust over time with an organization. Content marketing may be the most important digital marketing strategy out there today.

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How can Advisors Market to the Millennial Generation

If you are looking to reach more Millennials, you need to ensure that you have a strong digital presence. Millennials comprise one-third of the workforce and soon enough will be worth over one trillion dollars, so ensuring that you reach us digitally is key to the future success of your Advisory Firm.

EBOOK
The Financial Advisors Guide to Blogging

Blogging is a great way to keep your clients informed about financial issues, investment opportunities, and money-saving strategies. Unfortunately, Financial Advisors can make some blogging mistakes.

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The Financial Advisors Guide to Content Writing

Content writing can be daunting, and it can be tempting to take the opportunity to showcase your wealth of knowledge. Simplicity is the first step toward a great online presence and the key to preventing the content beast before it arises.

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How to Optimize your LinkedIn Profile

LinkedIn has evolved into one of the most powerful marketing platforms by providing Advisors a professional ground to network, enhance their current client relationships, as well as cultivate new prospects.

EBOOK
The Financial Advisors Guide to Content Marketing

Your prospects are turning to social and digital technologies for information to solve their challenges. In fact, 70%-90% of consumers’ buying decision is made before picking up the phone or seeing a sales person.