Social media is a critical tool for financial advisors to build trust, share insights, and connect with clients. Learn how Digital Agent simplifies social media marketing—ensuring consistency, compliance, and efficiency....
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....
Learn how financial advisors can use Digital Agent to create personalized, compliant email campaigns that nurture leads, engage clients, and drive measurable results....
Learn how financial advisors can boost online visibility with SEO and Digital Agent’s tools for effortless optimization and lead generation....
Stay compliant with ease! Digital Agent’s Standard Cookie Compliance Solution is included with your hosting, or use your own solution with our support....
Transform your advisor website into a trusted authority with Digital Agent's tools for effortless content creation, curation, and compliance....
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....
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....
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....
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....