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.

Read more

Dominate your
Digital Presence

Digital Agent is a marketing software and a website builder that delivers personalization at scale. Enterprises can manage thousands of advisor websites centrally, delivering content and ensuring compliance while enabling their advisors to engage with their clients unlike ever before.

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

My Recent Blog

July Updates from the Digital Agent Product Team

Jul 22, 2025 - DA Marketing

Update on the current release status and what are we working on next to enable our customers....

Read more

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

Jul 11, 2025 - Ghislain Ouimette

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

Read more

Mastering Online Presence Part 9: Personalization at Scale: Differentiating Your Brand in a Crowded Market with Digital Agent

Jul 09, 2025 - Ghislain Ouimette

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....

Read more

Advisor Websites & Blogs

The Digital Agent platform is a powerful tool for attracting new clients, which contributes to increased revenue and expanding the advisor’s reach. This is achieved through a comprehensive suite of online resources and communication tools, providing seamless access to information such as blogs, case studies, and testimonials to highlight the advisor’s expertise. With a focus on personalization, Digital Agent offers a range of design capabilities, enabling each advisor to fully customize the appearance of their website while ensuring brand integrity.

Talk to us about Digital Agent!

Request a Demo

Integrations

Fully integrate all of your systems from CRM to social with Digital Agent's comprehensive ecosystem.

Enable Data Driven Growth

Analytics is crucial for a digital marketing strategy by providing valuable insights into various aspects of the site's performance and user behavior. Digital Agent supports insights to both the end user and field marketing teams and integrates with the following platforms for customers that need to aggregate other data for increased insights:

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.”

Awards