The Challenge The internal portal that a financial advisor firm was using created a lot of difficulties for its users. It was crowded and outdated. Advisors had difficulty accessing forms and documents that they needed and used on a daily and weekly basis; creating a lot of frustration and slowdowns in productivity. Furthermore, navigation through […]
Across different industries, departments have remained siloed. Times have been changing and there is now greater collaboration. Involving marketing in the sales process and vice versa. However, certain financial corporation are not breaking down these silos when it comes to marketing. At the enterprise level, there’s an opportunity to better leverage their advisor teams. When […]
At Digital Agent, we work with hundreds of Advisors to help them establish an effective and engaging online presence. Describing yourself or your brand in a way that really sells can be a daunting task. It is your ‘’About Us’’ page that introduces yourself to your website visitors, tells them what you do and builds […]
