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 🙂

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
Five Stars Rating. People are holding stars over the heads.

Good Customer Service Just Isn’t Enough Anymore

February 15, 2018/by Shereen Mohammed
Young and creative start-up team discussing ideas in board room. Group of multi ethnic people during business meeting.

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
Balancing business quality versus quantity balance conceptual graphic for business and marketing concept 3D illustration.

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
Bridging the Legacy Gap

Is Blockchain Right for You? Bridging the Legacy Gap

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

6 Best Practices of A Great Omnichannel Experience: Part 2

November 23, 2017/by Marketing @ Veriday
6 Best Practices of A Great Omnichannel Experience: Part 1

6 Best Practices of A Great Omnichannel Experience: Part 1

October 24, 2017/by Marketing @ Veriday
3 Essential Elements of the Best Omnichannel Experiences

3 Essential Elements of the Best Omnichannel Experiences

October 18, 2017/by Marketing @ Veriday
5 Most Impactful Digital Transformation Trends in Finance

5 Most Impactful Digital Transformation Trends in Finance

October 12, 2017/by Marketing @ Veriday
Minimizing bounce rate

How to Minimize Your Website Bounce Rate

October 10, 2017/by Marketing @ Veriday
The Importance of Responsive Design in Technology Solutions

The Importance of Responsive Design in Technology Solutions

October 5, 2017/by Marketing @ Veriday
Most important features of a digital handshake

3 Most Important Features of a “Digital Handshake”

October 3, 2017/by Marketing @ Veriday
Important Facts About Engagement from Mobile Devices

5 Important Facts About Engagement from Mobile Devices

September 29, 2017/by Marketing @ Veriday
Money 20/20 2017

Money20/20: Las Vegas 2017

September 26, 2017/by Marketing @ Veriday
SIBOS 2017 Toronto

Sibos 2017 Toronto

September 26, 2017/by Marketing @ Veriday
LSNA 2017 Austin

Liferay Symposium North America 2017

September 26, 2017/by Marketing @ Veriday
UBS Regional Finalist

UBS Future of Finance Regional Finalist

September 25, 2017/by Marketing @ Veriday
DMFS-Graphic

Digital Marketing for Financial Services Summit: Europe – Recap

September 25, 2017/by Marketing @ Veriday
4 Steps that will minimize our website's bounce rate

4 Steps That Will Minimize Your Website’s Bounce Rate

September 21, 2017/by Marketing @ Veriday
How Financial Agents Can Thrive Using Social Media

How Financial Agents Can Thrive Using Social Media

September 19, 2017/by Marketing @ Veriday
Four Building Blocks of Content Marketing Strategy

The 4 Building Blocks of Content Marketing Strategy

September 14, 2017/by Marketing @ Veriday
A Beginners Guide to Digital Advertising

A Beginners Guide to Digital Advertising

September 12, 2017/by Marketing @ Veriday
More than Price: How Service Contributes to Experience

More Than Price: How Service Contributes to Experience

September 7, 2017/by Marketing @ Veriday
Write Powerful Content: Blogs, EBooks and More

Write Powerful Content: Blogs, Ebooks and More

September 5, 2017/by Marketing @ Veriday
Assessing the Digital Landscape for Financial Institutions

Assessing the Digital Landscape for Financial Institutions

August 31, 2017/by Marketing @ Veriday
Useful Movie Quotes for Financial Agents

5 Useful Movie Quotes for Financial Agents

August 29, 2017/by Marketing @ Veriday
9 Characteristics of Successful Content

9 Characteristics of Successful Content

August 24, 2017/by Marketing @ Veriday

EBOOK
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.

EBOOK
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.

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.

EBOOK
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.

EBOOK
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.

EBOOK
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.

EBOOK
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.

EBOOK
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.

EBOOK
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.