The End of Agent Marketing Stress is Here
Introducing the marketing solution designed to enable effective marketing, leading to attracting and retaining agents. Join us as we host insightful keynote sessions from Forrester and Novarica and announce exciting new advancements being brought to the Digital Agent platform as it expands further into the US.
Simple All-In-One Marketing Platform
To grow a book of business and compete, marketing for agents is a MUST. Digital Agent provides a full suite of easy-to-use marketing tools purpose-built for agents to create SEO optimized websites and effective email newsletters.
Fast & Efficient Compliance Approvals
Cut review times from 2 weeks to 2 hours. It’s time to replace manual compliance processes using Email with an integrated compliance management system. The enterprise solution of the Digital Agent platform enables firms to monitor and comply with brand and industry regulations.
Stress-Free Migration
Don’t let site migration be the roadblock to providing a marketing solution that will make agents happy. With the right plan in place, you can mitigate risk and ensure a clean move to a new, healthier website. The Veriday Team has extensive experience and is well-versed in migrating at scale the sites built on legacy platforms.
- 10:00am to 10:05am
Opening Remarks
- 10:05am to 10:45am
Keynote: Keynote: Forrester – What’s Hot & What’s Not In Wealth Management Tech for 2021 and Beyond
- 10:45am to 11:10am
Keynote: Marc Lamoureux – CEO, Veriday
- 11:10pm to 11:20pm
Break
- 11:20am to 11:45am
Platform Overview
- 11:45pm to 12:10pm
Client Case Study: CI Assante Wealth Management
- 12:10pm to 12:15pm
Closing Remarks
What’s Hot & What’s Not In Wealth Management Tech for 2021 and Beyond
In the highly competitive world of wealth management, digital business strategy executives must invest in strategic initiatives that will differentiate them, drive revenue growth, and keep their customers, financial advisors and back-office personnel satisfied. In this session, we reveal the full list of top wealth management tech initiatives for 2021 as well as who is doing them well and why these areas are the keys to success in today’s dynamic wealth management industry. Specifically, we will:
Uncover the results of Forrester’s 2020 survey on top wealth management technology
Understand what’s hot versus hype in 18 areas of retail tech initiatives.
Use insights from over 50 wealth management industry professionals to identify the top priorities for your company’s digital success.
Share examples of how leading firms are solving tangible business challenges with these technologies
- 10:00am to 10:05am Opening Remarks
- 10:05am to 10:45am Keynote: Novarica –Agents and Carriers post-pandemic: forging a new partnership
- 10:45am to 11:10am Keynote: Keynote: Sharmila Wijeyakumar – VP, Veriday
- 11:10pm to 11:20pm Break
- 11:20am to 11:45am Platform Overview
- 11:45pm to 12:10pm Client Case Study: Canada Life
- 12:10pm to 12:15pm Closing Remarks
Agents and Carriers post-pandemic: forging a new partnership
Paul Legutko, senior principal in the insurance practice at Aité-Novarica, will be speaking about the current and future partnership between carriers and agents when it comes to providing insureds with positive, rewarding experiences across the whole insurance journey. This includes a renewed emphasis on digital experiences, marketing partnerships, and omnichannel orchestration, all supported by connected technology and robust data analytics. In order to meet consumer expectations and remain competitive, carriers and agents need to work together on a customer-centric approach to marketing, sales, and the ongoing relationship between insureds and brands.”
Key insights to be shared:
Pressure on agencies to digitize and modernize
Importance of CX to carriers
Extending CX into the marketing and sales process
