Everything You Need
to Succeed

With Digital Agent, 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.

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Trusted by

Dominate your
Digital Presence

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.

50%
Reduction in support requests means happier advisors.
70%
Average increase in organic leads generation.
85%
Reduction in compliance review times.

My Recent Blog

The Hidden Cost of Poor Client Experience in Wealth Management

Nov 19, 2025 - Digital Agent

Poor client experience costs wealth firms trust, referrals, and revenue. Modernize engagement with Digital Agent to strengthen relationships and drive growth....

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July Updates from the Digital Agent Product Team

Jul 22, 2025 - DA Marketing

Update on the current release status and what are we working on next to enable our customers....

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Mastering Online Presence Part 10: The Integrated Approach: Tying It All Together for Maximum Marketing ROI with Digital Agent

Jul 11, 2025 - Ghislain Ouimette

Discover how integrating your marketing efforts with Digital Agent enhances efficiency, consistency, and ROI—helping you build a scalable and compliant advisor practice....

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Frequently Asked Questions

Digital Agent is an all-in-one website and marketing platform built for financial advisors and enterprises. It helps advisors manage compliant websites, automate marketing, and deliver a consistent online presence across their firm.
Digital Agent is designed for independent financial advisors, wealth management firms, and enterprise organizations that want to empower their advisors with secure, compliant, and professional digital experiences. Learn More
Most advisor websites can go live within a few weeks after onboarding, depending on content readiness and firm approval timelines. Once your content is ready, our widgets make it easy to bring your site to life — most sites are up and running within 1–2 days.
Yes. Our implementation team can help migrate your content and ensure a smooth transition to the Digital Agent platform.
Yes. Visit our Showcase or request a demo to explore real-world examples of advisor websites powered by Digital Agent.
Once you submit your demo request, our team will contact you to understand your firm’s goals and schedule a personalized session. We’ll show you how Digital Agent can help streamline your digital presence and compliance workflow.

The platform includes:

  • Websites with responsive, modern templates
  • Built-in compliance review workflows
  • Content library with pre-approved articles and campaigns
  • Analytics and reporting dashboards
  • Integration with CRM, email, and social tools
  • Centralized management for enterprise users
Digital Agent streamlines the approval process between advisors and compliance teams. Every change is tracked and routed for review before publication, helping firms stay aligned with industry and regulatory standards. Learn More
Yes. Digital Agent supports integrations with popular CRM, analytics, and marketing platforms. Enterprise clients can also enable custom integrations as needed. Learn More
Security is a top priority. Digital Agent uses encrypted connections (SSL), secure hosting environments, and regular system monitoring to protect all user and client data.
Yes. Digital Agent provides the facilities to populate and manage SEO metadata within the platform.
You maintain ownership of your data, including content and client information. Digital Agent ensures your assets remain secure and accessible if you ever transition away from the platform.
Absolutely. Enterprise features allow head offices to manage multiple advisor websites, maintain brand consistency, and oversee compliance from a central dashboard.
Digital Agent offers multiple levels of support and training to meet different client needs:

Training

  • Self-paced online training — Learn at your own speed with step-by-step guides and videos.
  • One-on-one sessions — Get personalized help directly from our support specialists.
  • >b>In-app guidance — Receive on-screen tips and walkthroughs while using the platform.

Support Channels

  • Phone
  • Email
  • Support Portal
  • Click to Chat - Coming Soon

For individuals or firms with a single site the Digital Agent team serves as the first line of support.

For smaller firms or enterprise clients, there are two options

  • The enterprise can act as the first line of support, with Digital Agent providing second-level assistance as needed.
  • Alternatively, the Digital Agent team can handle first-line support directly,/b>, escalating issues to specialized teams when necessary.

Advisor Websites & Blogs

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.

Talk to us about Digital Agent!

Request a Demo

Integrations

Fully integrate all of your systems from CRM to social with Digital Agent's comprehensive ecosystem.

Enable Data Driven Growth

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:

Testimonials and Case Studies

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.”

Awards