
Brand Personification: Why Should You Care?
The financial service industry has traditionally relied on word-of-mouth marketing to attract business. Financial advisors and other agents would rely on referrals from their current clients to gain new clients. These marketing methods are becoming…


You don’t know your customer……because you haven’t asked
It is likely that your business already has a lot of data; about your customers, prospects and processes. In 2017, data is everywhere. We have so much of it that sometimes we don’t know what to do with it. The problem is that most of the data…

Three Digital Transformation Lessons Financial Services Can Learn From Other Industries
This post was authored by Christine Reyes and originally appeared here on Liferay.com
It’s no secret that digital transformation is a necessity for long-term, traditional players in business, if they want to stay relevant to consumers.…

10 Technology Trends & Predictions You Should Pay Attention to in 2017 (Part 2)
Welcome to Part 2 of our 10 Trends To Watch: 2017 series. In part 1 we talked about some technologies that have the potential to disrupt markets and a business model that appears to be on the rise. In this article, we’re going to talk about…


A Quick Guide to Choosing the Right Images for Your Website
You know the old saying, "A picture is worth a thousand words". Well, that definitely holds true for your website and and blog as well. One way to increase engagement and conversions on your website is by using images. However, it is only…


6 Facts You Shouldn’t Leave Out of Your Advisor Biography
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…
