Discover how Digital Agent empowers financial advisors to deliver personalized marketing at scale—through segmentation, tailored content, and website customization—building stronger client relationships and driving better results....
Learn how Digital Agent’s built-in analytics help financial advisors track performance, optimize campaigns, and make data-driven decisions....
You've built a professional online presence, published valuable content, and engaged your audience — but how do you turn that attention into qualified leads? This article explores how financial advisors can leverage targeted landing pages and lead ca...
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....