Why CFOs Should Rethink How Marketing Investments Drive Financial Advisor Practice Growth—and What We Built to Help

CFOs often face a difficult choice: invest in an underperforming marketing team or overspend on bloated resources. In this article, Veriday’s CFO Jonah Cohn shares how they built Digital Agent—a platform that balances scale and efficiency....

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Mastering Online Presence Part 4: Email Marketing That Converts: Nurturing Leads and Engaging Clients with Digital Agent

Learn how financial advisors can use Digital Agent to create personalized, compliant email campaigns that nurture leads, engage clients, and drive measurable results....

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Mastering Online Presence Part 3: Getting Found: Mastering SEO for Financial Advisors with Digital Agent

Learn how financial advisors can boost online visibility with SEO and Digital Agent’s tools for effortless optimization and lead generation....

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Keeping Your Website Compliant and Connected

Stay compliant with ease! Digital Agent’s Standard Cookie Compliance Solution is included with your hosting, or use your own solution with our support....

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Mastering Online Presence Part 2: Fueling Your Digital Engine: Content Creation and Authority Building with Digital Agent

Transform your advisor website into a trusted authority with Digital Agent's tools for effortless content creation, curation, and compliance....

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Mastering Online Presence Part 1: The Foundation: Building Your Digital Presence with a Professional Advisor Website

For financial advisors, a compliant, engaging website builds trust, drives leads, and showcases expertise. Platforms like Digital Agent make it easy to create and manage your digital presence....

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Enhancing the Digital Agent Editor: A Recap of Our Customer Discovery Session

On March 5, 2025, we held a 90-minute discovery session with the Digital Agent community to prioritize and design ready-to-use templates for seamless website integration....

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Digital Agent 5.15 (Bedrock) Widgets Are Now WCAG 2.1 AA Compliant – Ready for Manitoba’s May 1, 2025 Deadline!

We’re thrilled to share that standard widgets in Digital Agent 5.15 (Bedrock) are now fully WCAG 2.1 AA compliant! This update helps ensure your website meets Manitoba’s May 1, 2025, accessibility regulations....

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Digital Agent Language Packs

The Digital Agent (Bedrock) platform supports multiple languages—English, French, Chinese (Simplified), Spanish, and Japanese—while maintaining full WCAG 2.1 compliance. Create a more inclusive, accessible experience for your diverse audience....

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Unlock the Power of Digital Agent: Explore the Enhanced Support Center and Knowledge Base

Explore the enhanced Digital Agent Support Center with expert guides, feature tutorials, and seamless support to elevate your experience today!...

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