Why Your Enterprise Needs Digital Agent

Sharmila Wijeyakumar / May 27th, 2021

Today wealth advisors, insurance agents, mortgage brokers, or anyone working for a large brand faces the same friction between the corporate marketing team and personal branding requirements of the advisor, broker, or agents. Corporate marketing departments struggle to balance corporate needs with critical field requirements for new customer attraction and retention. The problem is supporting your advisors in a competitive market and scaling that strategy.

We help clients find a personal connection with  Advisors, through a digital channel. We provide a platform that is flexible and agile so Advisors can customize it to fit their brand. To ensure your advisors stay on brand and build your brand as well as their own using Digital Agent.

Our Digital Agent platform makes it easy to scale unique exceptional online experiences for advisors, agents, and brokers with websites that are mobile-friendly, accessible, and include customizable forms for critical lead generation activities. Adding logos, color scheme, and customize website themes to create unique advisor brands that are still consistent with your corporate brand.

Our user-friendly content management system (CMS) allows you to edit the content on the fly. Create engaging pieces of content, calls to action, videos, content publishing for blogs, and social sharing capabilities. It also provides a comprehensive set of SEO capabilities that help boost search rankings and improve the visibility of your website on the Internet.

Over the last few years, we have become a leader in this product and if this is a problem you are facing as an organization then we can help so please reach out.

A Step-by-Step Guide to Building your Field Marketing Program

Join us for a 45-minute webinar where we learn what field marketing for financial institutions really means, examples of successful strategies, and how to deploy these capabilities to drive business growth.

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