Digital Agent empowers Financial Advisors with powerful marketing automation tools to simplify and enhance outreach efforts. With seamless contact list management, you can effortlessly grow and segment your audience based on custom criteria for personalized targeting. Run impactful email campaigns or share tailored content through newsletter features, ensuring your message reaches the right people at the right time. By adopting a multi-channel approach, you can engage your network, save time with automated workflows, and focus on building lasting client relationships while driving business growth.
Easily create email campaigns through a simple drag and drop interface. Select an audience and schedule campaigns to run on the desired schedule.
Segment contact lists based on their interests and profiles to target the right audience with the right messages and at the right time.
Deliver personalized messages to build and nurture relationships with prospects & customers to increase client satisfaction and retention
Review each campaign's performance in-depth through built in analytics. Monitor engagement metrics to make informed decisions on campaign optimization
Organizations using Digital Agent can stay on brand, always across their financial advisor network by integrating brand guidelines into campaign materials.
Through compliance workflows, Digital Agent provides organizations a centralized tool to manage compliance of marketing materials to meet compliance regulations and also maintain a detailed audit-trail.