Changing global trends in how we interact with one-another has forever changed the way business is conducted. All the while, the need to foster closer, more engaged relationships with your clients has never been greater. Learn how DA/WealthCloud® can help transform every client relationship into a host of new opportunities.
Today, successful wealth managers are differentiating themselves from competition not by price, products, or basic customer service, but through tailored customer experiences.
With our fully integrated wealth management marketing cloud, it’s never been easier for advisors to manage client communications and deliver personalized advice that earns lasting loyalty.
Veriday’s DA/WealthCloud® website builder makes it easy for enterprise marketers to connect corporate marketing to your local advisor’s networks to build exceptional experiences and ensure brand alignment. Simply add your logos, colour scheme, and customize our website themes to fit your firm’s brand.
Our user-friendly content management system (CMS) allows marketing departments to edit content on the fly. Create engaging pieces of content, calls to actions, videos, content publishing for blogs and social sharing capabilities.
Achieve amazing web design at scale by providing an inventory of mobile-friendly, accessible and customizable themes for your advisors, each with available custom forms for critical lead generation activities.
DA/WealthCloud® provides a comprehensive set of SEO capabilities that help boost search rankings and improve your agent’s visibility on the Internet.
Easy content publishing, blogging and social sharing capabilities.
Ask us about our available third-party integrations.
Elevate your demand generation and nurturing campaigns with our integrated e-mail campaign builder. With DA/WealthCloud®, you can quickly build email newsletters pulling content from our library of pre-approved FINRA-compliant content and templates.
Leverage best practices and dynamic thought leadership content to send highly personalized communications.
Send the right message, to the right audience, at the right time. Use segmentation to target emails to similar contacts and provide them with content they care most about. Even send multilingual campaigns without the need for additional language software.
Track campaign metrics through the built-in dashboard to monitor delivery, open and click-through rates.
Offers capabilities for administrators to build custom approval workflows to create content, submit for review, identify required changes and approve.
Convenient side-by-side document caparison feature allows compliance officers to see each of the requested changes being edited.
Auto-archiving of all web pages, third-party links and audit trail history for full traceability of all approvals and rejections
Quickly and efficiently retrieve data of any DA website as HTML snapshots, structured content data, excel or .PNG exports
Using features like our visual archive and filters, marketing departments can easily and efficiently respond to audit requests with just a few clicks.
FINRA Compliant Content Library
Client-centered articles, content and videos all designed to position your advisors as authorities on a range of topics from investing to retirement.
Our content library includes hundreds of articles which cover various topics from Insurance, Wealth Management, and Client Experience. Every month, new articles get added to the database and are selectable by your advisors.
Measurable Marketing Insights
Analyze and report on the performance of campaigns and how marketing efforts are driving engagement. Use our built-in dashboards and drill into specific details by campaign or view data through our integration with Google analytics.
DA/WealthCloud® can also aggregate analytics across all organizational websites (or all emails sent) to compare how individual advisors or branches are performing.
Veriday Customer Success Team
Clients benefit from access to our support teams and expert knowledge of digital marketing best practices and in DA/WealthCloud® implementation to drive continued success.
We also offer a range of digital marketing services to support your day-to- day use of DA/WealthCloud®.
Contact one of our sales team members today and learn more about our RIACloud® solution, or better yet, try it for free.
