WealthCloud®
Grow your business, and dramatically improve the way you engage with your clients.
Learn how DA/WealthCloud® can help transform every client relationship into a host of new opportunities.
Grow your business, and dramatically improve the way you engage with your clients.
Financial advisors are investing in customer experience
Today, successful wealth managers are differentiating themselves not by price, products, or basic customer service, but through tailored customer experiences. With our fully integrated wealth management marketing cloud, it’s never been easier for advisors to manage client communications and deliver personalized advice that earns lasting loyalty.
Websites
Veriday’s DA/WealthCloud® website builder makes it easy for enterprise marketers to connect corporate marketing to your local advisor’s networks to build exceptional experiences and ensure brand alignment.
Our user-friendly content management system (CMS) allows marketers to edit content on the fly. Create engaging pieces of content, calls to actions, videos, content publishing for blogs and social sharing capabilities.
Achieve beautiful advisor websites at scale with an inventory of mobile-friendly, accessible and customizable themes for your advisors, each with available custom forms for critical lead generation activities.
DA/WealthCloud® provides a comprehensive set of SEO capabilities that help boost search rankings and improve your agent’s visibility on the Internet.
Ask us about our available third-party integrations.
Email/Newsletters
Elevate your demand generation and nurturing with our integrated Email campaign builder. With DA/WealthCloud®, you can quickly build email newsletters with thought leadership content from our library of pre-approved FINRA-compliant content and templates.
Send the right message, to the right audience, at the right time. Use segmentation to target emails to send personalized email to your prospects with the content they care most about. Even send multilingual campaigns without the need for additional language software.
Track campaign metrics through the built-in dashboard to monitor delivery, open and click-through rates.
“As an organization, we wanted to elevate how our advisors interacted with customers. The strong collaborative team that we built with Veriday means that we will be able to continue to expand our reach because WealthCloud® is always moving forward with us.”
Brand & Regulatory Compliance
Offers capabilities for administrators to build custom approval workflows to create content, submit for review, identify required changes, and approve.
Convenient side-by-side document comparison feature allows compliance officers to see each of the requested changes being edited.
Archiving for stress-free audits
automatically archive all web pages, third-party links and audit trail history for full traceability of all approvals and rejections. Quickly and efficiently retrieve data of any DA website as HTML snapshots, structured content data, excel or .PNG exports.
Using features like our visual archive and filters, marketing departments can easily and efficiently respond to audit requests with just a few clicks.
FINRA Compliant Content Library
Client-centered articles, content and videos all designed to position your advisors as authorities on a range of topics from investing to retirement.
Our content library includes hundreds of articles which covers various topics from Insurance, Wealth Management, and Client Experience. Every month, new articles get added to the database and are selectable by your advisors.
Measurable Marketing Insights
Analyze and report on the performance of campaigns and how marketing efforts are driving engagement. Use our built-in dashboards and drill into specific details by campaign or view data through our integration with Google analytics.
DA/WealthCloud® can also aggregate analytics across all organizational websites and emails to compare how individual advisors or branches are performing.
Veriday Customer Success Team
Clients benefit from access to our support teams and and digital marketing experts for knowledge and ensuring the success of the financial advisor marketing program.
We also offer a range of digital marketing services including content, SEO, and paid search to support your day-to- day use of DA/WealthCloud®.
