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.

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
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SEO Basics

May 9, 2018/by Eric Sleeth

How Budgeting Impacts Digital Transformation

April 18, 2018/by Marc Lamoureux

Revamping an Outdated Portal to Improve Communication & Storage: A Case Study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

How to Turn Your Employee Portal Into a Digital Experience Platform

March 21, 2018/by Chris Lamoureux
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Creating a Win-Win for Financial Corporations

March 16, 2018/by Tim Merrill

4 Platform Leaders To Consider When Choosing a DXP Platform

March 14, 2018/by Nick Quach
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How Digital Agent Has Transformed Advisor Marketing

March 13, 2018/by Eric Sleeth
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How to Create Value for Your Employees

March 12, 2018/by Eric Sleeth
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Why Your Old Employee Portal Is a Problem?

March 8, 2018/by Chris Lamoureux

Protecting Yourself During An Advisor Audit

March 7, 2018/by Eric Sleeth
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Lower Your Lead Generation Costs by Rebalancing your Marketing Budget

March 6, 2018/by Marc Lamoureux
Top view of creative business team sitting at the table at loft office and working. Woman manager brings the document to mixed race group of people. Colleagues discussing the project.

Top Challenges That Companies Face Internally

March 5, 2018/by Dinh Tran

How Email Newsletters Generate New Business

March 2, 2018/by Shereen Mohammed
Photo female hands holding modern tablet and man touching screen.Businessmans crew working new investment project office.Using electronic devices.Graphics icons, stock exchanges interface.

How a Compliance Advisor Marketing Platform is Transforming Advisor Marketing

February 28, 2018/by Eric Sleeth
Internet of Things

What is Holding Advisor Organizations Back from Implementing a Martech Strategy?

February 20, 2018/by Andrew Chung
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Good Customer Service Just Isn’t Enough Anymore

February 15, 2018/by Shereen Mohammed
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Five Digital Marketing Trends for Organizations with Advisors To Take Advantage

February 13, 2018/by Marc Lamoureux
Marketing Platform Lead generation funnel

4 Tools to Transform Your Advisor Lead Generation

February 9, 2018/by Eric Sleeth
Two opposing carton people with opposing marketing voices

Opposing Forces That Cause A Disjointed Brand

February 6, 2018/by Andrew Chung
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Three Opportunities Enterprise Marketers Are Missing Out On

February 1, 2018/by Marc Lamoureux
attract, engage, convert

Opportunities to Grow Financial Advisor Leads

January 31, 2018/by Shereen Mohammed
Businessman analyzing growing 3D AR chart above tablet computer screen

Why Financial Advisor AUM Isn’t Growing

January 25, 2018/by Eric Sleeth
A Powerful Tactic for Financial Agents

Content Marketing: The Most Powerful Tool for Financial Agents?

December 12, 2017/by Andrew Chung
Power Up Your LinkedIn Profile

Powering Up Your LinkedIn Presence For Success

December 4, 2017/by Andrew Chung
Portal Best Practice

Best Practices: What can a portal do for your brand? [Part 2]

November 30, 2017/by Marketing @ Veriday
Finding a portal solution

Best Practices: What can a Portal do for Your Brand? [Part 1]

November 28, 2017/by Marketing @ Veriday
Think like sharks

Why Businesses Need to Think Like Sharks

November 23, 2017/by Marc Lamoureux
Costs of Technology Projects

Factors Affecting Costs of Technology Projects

November 23, 2017/by Marketing @ Veriday
Digital, meet human

Digital, meet human

November 23, 2017/by Marketing @ Veriday
Bridging the Legacy Gap

Is Blockchain Right for You? Bridging the Legacy Gap (Part 2)

November 23, 2017/by Marketing @ Veriday

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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?

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.