Digital Agent® is a marketing cloud for regulated industries that enables financial services companies and their advisors to achieve credibility at scale. Stringent brand, compliance, and regulatory risk is reduced with Digital Agent ’s integrated compliance and archiving engine, all while reducing overhead for digital marketing efforts.
Digital Agent® by Veriday, gives advisors the marketing freedom to seamlessly grow their business and drive engagement with their clients while easily converting prospects-to clients.
The Digital Agent® compliance and archiving solution, allows your firm to scale communications programs, reduces regulatory risk and save time during audits.
Digital Agent® Email, gives enterprise marketers and advisors the ability to reduce distribute emails & newsletters faster, by selecting from a library of brand compliant design templates, and pre-approved content.
Having timely client-centered content for your site or social media is valuable to any advisor. Digital Agent® has partnered with freshFinance®, to arm advisors with fresh, new content each month.
freshFinance® delivers pre-approved, articles and videos inside Digital Agent each month on a variety of topics including;
• Today’s News- What effects investors, the economy, etc.
• Financial and retirement planning
• Lifestyle articles
• Financial concepts and products
• Legacy and succession planning
• Special circumstances- marriage, divorce, death
• Advisory services
• White papers- determined by BD, RIA, or insurance company
“Digital Agent is an innovative dynamic product that is always transforming to stay and be the best.”
“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 Digital Agent is always moving forward with us.”
“Way better visual to see where to reject the content. It’s also faster by a long shot. The highlighted change just popped up immediately and I can see it.”
See Digital Agent by Veriday in Action
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