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

Following the recent upgrade to the Digital Agent editor, we set out on an exciting journey to better understand how to create impactful tools for our users. On March 5, 2025, we hosted a 90-minute customer discovery session with a group of engaged and forward-thinking participants from the Digital Agent community. The goal was simple but ambitious: to prioritize and design ready-to-use templates that could be seamlessly integrated into any website created on the Digital Agent platform. Here's a look back at the session and the strides we’re making toward enhancing your experience.

The Invitation

Our invitation outlined the purpose and importance of the focus group:
“In pursuit of enhancing our editor with templates that can easily be dropped on any website created in Digital Agent, we invited users to join a focus group session to discuss the needs of their communities. This discussion focused on layouts that would enrich the experience for financial advisors and their teams.”
Participants were encouraged to share their valuable insights, which would play a pivotal role in shaping the future of the Digital Agent editor. The invite emphasized collaboration and highlighted the impact user feedback would have on driving innovation.

Key Outcomes from the Session

The session was an incredible opportunity to gain insight into the specific needs of financial advisors and their teams. Here are the highlights:

• Template Priorities: Participants identified a clear need for templates that focused on
  • Client Onboarding: Easy-to-use pages designed to welcome new clients.
  • Event Announcements: Visually appealing templates for promoting webinars, seminars, and community events.
  • Service Offerings: Layouts that clearly present services, benefits, and value propositions.Blog and Content Sharing: Templates optimized for sharing insights, industry updates, and thought leadership.
• Customization Features: Users expressed a strong interest in templates that could be easily customized to align with their branding and specific messaging needs.
• Ease of Use: Participants underscored the importance of drag-and-drop functionality to save time and reduce reliance on technical resources.

Next Steps

Based on the insights gathered during the session, we’ve initiated the following steps:

1. Template Development: The prioritization of user-requested templates is already underway. Our design and development teams are working diligently to create intuitive and versatile templates for future releases.
2. Iterative Enhancements: We’re committed to rolling out enhancements incrementally, ensuring that users can quickly benefit from new features while providing ongoing feedback to refine the experience further.
3. Stakeholder Engagement: This focus group marks the beginning of a more collaborative approach to feature development. We will continue to host discovery sessions and gather feedback to ensure the Digital Agent platform evolves to meet the needs of all stakeholders.

A Big Thank You to Our Community

We want to extend our heartfelt thanks to everyone who participated in the session. Your input is instrumental in shaping the future of the Digital Agent editor and ensuring it delivers unparalleled value to financial advisors and their teams.

Stay tuned for updates on the release of these new templates and other exciting enhancements. If you have additional feedback or would like to participate in future focus groups, don’t hesitate to reach out!

Together, we’re building a better Digital Agent platform—one feature at a time.