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.

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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
9 Characteristics of Successful Content

9 Characteristics of Successful Content

August 24, 2017/by Marketing @ Veriday
How Warmth and Competence Affect Customer Perceptions

How Digital Experiences Create Personal Connections

August 21, 2017/by Marketing @ Veriday
Key Performance Indicator (KPI of Customer Experience)

6 KPIs of Customer Experience in Financial Services

August 14, 2017/by Marketing @ Veriday
Branding, Investing and Emotions: What Financial Agents can Learn from Harry Potter

Branding, Investing and Emotions: What Financial Agents can Learn from Harry Potter

August 10, 2017/by Marketing @ Veriday
How Customers Get Information in 2017

How Customers Get Information in 2017

August 1, 2017/by Marketing @ Veriday
Digital Acronyms You Need to Know

16 Digital Marketing Acronyms You Need to Know

July 27, 2017/by Marketing @ Veriday
Don't Eliminate Human Interaction in Your Business

Don’t Eliminate Human Interaction in Your Business

July 25, 2017/by Marketing @ Veriday
The 3 Things Financial Organizations Need to Know About Cybersecurity

The 3 Things Financial Organizations Need to Know About Cybersecurity

July 20, 2017/by Marketing @ Veriday
Emerging Technologies and The Future of Customer Engagement

Emerging Technologies and The Future of Customer Engagement

July 18, 2017/by Marketing @ Veriday
How to Project Warmth and Competence

How to Project Warmth and Competence

July 11, 2017/by Marketing @ Veriday
Worthy Intentions: How Customers View Your Actions

Worthy Intentions: How Customers View Your Actions

July 9, 2017/by Marketing @ Veriday
How to Write an About Me: Financial Agents

How to Write an “About Me” for Financial Agents

July 6, 2017/by Marketing @ Veriday
What is Inbound Marketing?

What is Inbound Marketing? [Infographic]

June 28, 2017/by Marketing @ Veriday
How Warmth and Competence Affect Customer Perceptions

How Warmth and Competence Affect Customer Perceptions

June 5, 2017/by Marketing @ Veriday
The Power of Storytelling in the Business World

The Power of Storytelling in the Business World

June 2, 2017/by Marketing @ Veriday
LinkedIn, Facebook, and Twitter Ads: What’s the Best ROI?

LinkedIn, Facebook, and Twitter Ads: What’s the Best ROI?

May 31, 2017/by Marketing @ Veriday
Gartner Announces Liferay as a leading portal solution for 7th year in a row

Gartner announces Liferay as a leading portal solution for 7th year in a row

May 30, 2017/by Marketing @ Veriday
How to leverage human interaction to improve digital experiences

How to leverage human interaction to improve digital experiences

May 29, 2017/by Marc Lamoureux
How Do Customer Experience Improvements Impact Revenue?

How Do Customer Experience Improvements Impact Revenue?

May 29, 2017/by Marketing @ Veriday
2017 State of Digital Marketing

2017 State of Digital Marketing [Infographic]

May 25, 2017/by Marketing @ Veriday
Financial Marketers Not Ready for the Future?

Financial Marketers Not Ready for the Future?

May 23, 2017/by Marketing @ Veriday
The Irony of Social Selling in the Digital Area

The Irony of Social Selling in the Digital Area

May 17, 2017/by Marc Lamoureux
Financial Services: A Case for Industry Disruption

Financial Services: A Case for Industry Disruption

May 16, 2017/by Marketing @ Veriday
Engage Your Clients With Top-Notch Customer Service

Engage Your Clients With Top-Notch Customer Service

May 15, 2017/by Marketing @ Veriday
Content Marketing Vs. Public Relations (PR)

Content Marketing Vs. Public Relations (PR) [Infographic]

May 12, 2017/by Marketing @ Veriday
Social Selling is Not the Same as Social Media

Social Selling is Not the Same as Social Media

May 10, 2017/by Marc Lamoureux
Digital Customer Experience vs. Customer Experience

Digital Customer Experience vs. Customer Experience

May 9, 2017/by Marketing @ Veriday
How are Financial Services Delivery Channels Changing?

How are Financial Services Delivery Channels Changing?

May 2, 2017/by Marketing @ Veriday
How to Build Customer Loyalty in the Digital Age

How to Build Customer Loyalty in the Digital Age

May 2, 2017/by Marketing @ Veriday
The Human Brand: How Personal Connections Shaped the World

The Human Brand: How Personal Connections Shaped the World

May 1, 2017/by Marc Lamoureux
6 Things We Can Learn About Customer Engagement From Netflix

6 Things We Can Learn About Customer Engagement From Netflix

April 26, 2017/by Marketing @ Veriday
Are Banks Failing at Customer Experience?

Are Banks Failing at Customer Experience?

April 25, 2017/by Marketing @ Veriday

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.

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.

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.

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.