Dominate your Digital Presence

Digital Agent is a marketing software 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.


Reduction in support requests means happier advisors.


Average increase in organic leads generation.


Reduction in compliance review times.

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.

Digital Agent is for

Financial Advisors and RIAS

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.

Field Marketing and Teams

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.

Broker Dealers and Wealth Management Firms

Digital Agent is easy to use, easy to adopt, decreases advisor support calls and helps you be the hero to any of your stakeholders.

Compliance Teams

Deliver on your brand promise. Digital Agent gives financial advisors license to develop custom sites while maintaining compliance with your organizational brand guidelines.

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Trusted By

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.

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.”

a financial advisor advising a young couple

Case Study: Transforming Financial Advisor Marketing

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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