Digital Agent is a marketing software and a website builder that delivers personalization at scale. Enterprises can manage thousands of advisor websites centrally, delivering content and ensuring compliance while enabling their advisors to engage with their clients unlike ever before. Our integrated digital solutions enable your advisors to provide answers to questions their customers are looking to solve.
50%
Reduction in support requests means happier advisors.
70%
Average increase in organic leads generation.
85%
Reduction in compliance review times.
The Digital Agent platform is a powerful tool for attracting new clients, which contributes to increased revenue and expanding the advisor’s reach. This is achieved through a comprehensive suite of online resources and communication tools, providing seamless access to information such as blogs, case studies, and testimonials to highlight the advisor’s expertise. With a focus on personalization, Digital Agent offers a range of design capabilities, enabling each advisor to fully customize the appearance of their website while ensuring brand integrity.
A multi-channel approach is crucial to grow your business. Digital Agent provides campaigns and contact list management: with powerful marketing automation capabilities, to grow and manage your contact list effortlessly. Segment the list based on your custom requirements and share targeted content with your network either through email marketing or newsletter features.
To enhance brand visibility and reach, a comprehensive digital strategy incorporates social media. Enhance the value of your content by leveraging Digital Agent to share it across social media platforms. As users share website content across their social media networks, you’re expanding your reach and also helping drive traffic back to your website.
Ensuring content on a website is fully compliant can be a difficult and time consuming task. Advisors can submit content with ease, and Digital Agent’s built-in compliance workflows ensure a swift approval or rejection process, saving time and reducing the risk of legal issues. Be audit-ready always.
Express yourself. Reach clients more effectively through hyper-personalization empowered by Digital Agent. Highlight your expertise and establish yourself as a trusted advisor more easily than ever.
When organizations implement Digital Agent as their field marketing solution, they free their support teams to provide strategic guidance to their advisor network. Ultimately, unlocking their advisors to become expert marketers and grow their book of business.
Deliver on your brand promise. Digital Agent gives financial advisors license to develop custom sites while maintaining compliance with your organizational brand guidelines.
At Veriday, we deliver digital engagement with a human touch. With over a decade of experience serving some of the biggest names in financial services and insurance, Digital Agent from Veriday is the platform of choice for top performing and high net worth advisors. Our purpose-built solution has a proven record of supporting lead conversion, expanding AUM, and policy sales growth.
Fully integrate all of your systems from CRM to social with Digital Agent's comprehensive ecosystem.
Analytics is crucial for a digital marketing strategy by providing valuable insights into various aspects of the site's performance and user behavior. Digital Agent supports insights to both the end user and field marketing teams and integrates with the following platforms for customers that need to aggregate other data for increased insights:
Scott Macdougall, Associate Manager, Field Marketing at a leading insurance company
“The opportunities we saw with Digital Agent was to streamline our compliance process and provide marketing content to advisors to share on their channels. It became a channel that we could use for any sort of marketing initiatives.”
Digital Agent reached out to a leading insurance and financial services company in Canada to understand their challenges and opportunities. The company was experiencing fragmentation and a lack of brand integration across their advisor sites.
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