Dominate your
Digital Presence

Digital Agent is a complete marketing and website platform built to help advisors grow. It delivers continuous communication, automated content, and SEO-optimized websites that elevate search rankings and attract more clients. Whether you're an enterprise managing thousands of advisor sites—or an individual advisor wanting enterprise-level capabilities—Digital Agent gives you the tools to deliver personalized experiences at scale and drive measurable business results.

50%
Reduction in support requests means happier advisors.
70%
Average increase in organic leads generation.
85%
Reduction in compliance review times.

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Results Like These?

Let’s pinpoint exactly what’s holding your marketing back.

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Featured Content

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.

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

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

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

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

Mastering Online Presence Part 3: Getting Found: Mastering SEO for Financial Advisors 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.

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

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.

Mastering Online Presence Part 5: Social Media Simplified: Consistent Engagement & Brand Building with Digital Agent

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

Mastering Online Presence Part 6: Beyond the Brochure: Driving Leads with Landing Pages and Forms using Digital Agent

Accessible digital experiences are mandatory, WCAG, ADA, and AODA set standards to ensure websites are usable by individuals with disabilities. Digital Agent meets these standards with built-in features that improve reach, SEO, and user experience.

Navigating Accessibility: Understanding WCAG, ADA, and AODA Compliance

Compliance is the foundation of advisor marketing. This article explores how Digital Agent simplifies compliance with built-in approval workflows, archiving, and centralized oversight—enabling advisors to market confidently and effectively.

Mastering Online Presence Part 7: Staying Compliant, Staying Active: Navigating Marketing Regulations with Ease using Digital Agent

Learn how Digital Agent’s built-in analytics help financial advisors track performance, optimize campaigns, and make data-driven decisions.

Mastering Online Presence Part 8: Know Your Numbers: Using Analytics to Refine Your Marketing Strategy with Digital Agent

Discover how integrating your marketing efforts with Digital Agent enhances efficiency, consistency, and ROI—helping you build a scalable and compliant advisor practice.

Mastering Online Presence Part 10: The Integrated Approach: Tying It All Together for Maximum Marketing ROI with Digital Agent

Frequently Asked Questions

Digital Agent is an all-in-one website and marketing platform built for financial advisors and enterprises. It helps advisors manage compliant websites, automate marketing, and deliver a consistent online presence across their firm.
Digital Agent is designed for independent financial advisors, wealth management firms, and enterprise organizations that want to empower their advisors with secure, compliant, and professional digital experiences. Learn More
Most advisor websites can go live within a few weeks after onboarding, depending on content readiness and firm approval timelines. Once your content is ready, our widgets make it easy to bring your site to life — most sites are up and running within 1–2 days.
Yes. Our implementation team can help migrate your content and ensure a smooth transition to the Digital Agent platform.
Yes. Visit our Showcase or request a demo to explore real-world examples of advisor websites powered by Digital Agent.
Once you submit your demo request, our team will contact you to understand your firm’s goals and schedule a personalized session. We’ll show you how Digital Agent can help streamline your digital presence and compliance workflow.

The platform includes:

  • Websites with responsive, modern templates
  • Built-in compliance review workflows
  • Content library with pre-approved articles and campaigns
  • Analytics and reporting dashboards
  • Integration with CRM, email, and social tools
  • Centralized management for enterprise users
Digital Agent streamlines the approval process between advisors and compliance teams. Every change is tracked and routed for review before publication, helping firms stay aligned with industry and regulatory standards. Learn More
Yes. Digital Agent supports integrations with popular CRM, analytics, and marketing platforms. Enterprise clients can also enable custom integrations as needed. Learn More
Security is a top priority. Digital Agent uses encrypted connections (SSL), secure hosting environments, and regular system monitoring to protect all user and client data.
Yes. Digital Agent provides the facilities to populate and manage SEO metadata within the platform.
You maintain ownership of your data, including content and client information. Digital Agent ensures your assets remain secure and accessible if you ever transition away from the platform.
Absolutely. Enterprise features allow head offices to manage multiple advisor websites, maintain brand consistency, and oversee compliance from a central dashboard.
Digital Agent offers multiple levels of support and training to meet different client needs:

Training

  • Self-paced online training — Learn at your own speed with step-by-step guides and videos.
  • One-on-one sessions — Get personalized help directly from our support specialists.
  • In-app guidance — Receive on-screen tips and walkthroughs while using the platform.

Support Channels

  • Phone
  • Email
  • Support Portal
  • Click to Chat - Coming Soon

For individuals or firms with a single site the Digital Agent team serves as the first line of support.

For smaller firms or enterprise clients, there are two options

  • The enterprise can act as the first line of support, with Digital Agent providing second-level assistance as needed.
  • Alternatively, the Digital Agent team can handle first-line support directly, escalating issues to specialized teams when necessary.

Popular Blogs

The Hidden Cost of Poor Client Experience in Wealth Management
November 19, 2025 - Digital Agent Communication

Poor client experience costs wealth firms trust, referrals, and revenue. Modernize engagement with Digital Agent to strengthen relationships and drive growth.

Read more

Navigating Accessibility: Understanding WCAG, ADA, and AODA Compliance
February 3, 2025 - Digital Agent

Accessible digital experiences are mandatory, WCAG, ADA, and AODA set standards to ensure websites are usable by individuals with disabilities. Digital Agent meets these standards with built-in features that improve reach, SEO, and user experience.

Read more

Understanding Cookie Compliance and Its Importance in Canada
February 21, 2025 - Digital Agent

Cookie compliance in Canada ensures adherence to privacy laws, transparent cookie use, and user data protection. Prioritizing consent, clear policies, and legal adherence enhances user experiences, builds trust, and safeguards reputations.

Read more

Testimonials and Case Studies

Scott Macdougall, Associate Manager, Field Marketing at a leading insurance company

“The opportunities we saw with Digital Agent was to streamline our compliance process and provide marketing content to advisors to share on their channels. It became a channel that we could use for any sort of marketing initiatives.”

Everything You Need
to Succeed

With Digital Agent, we deliver digital engagement with a human touch. With over a decade of experience serving some of the biggest names in financial services and insurance, Digital Agent from Veriday is the platform of choice for top performing and high net worth advisors. Our purpose-built solution has a proven record of supporting lead conversion, expanding AUM, and policy sales growth.

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Talk to us about Digital Agent!

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