Digital Agent
Reach. Engage. Convert.
Don’t lose another top performing advisor. The leading advisors are utilizing Digital Agent’s marketing suite to connect on a personal level with clients.
As a marketing platform that reduces risk, the built-in compliance workflow and automated auditing features will drastically cut down your review times and increase risk protection, allowing you to respond to other compliance requests, worry-free.
Advisor Websites
You need to ensure that every touch point with their clients delivers value and establishes trust and credibility. An advisor's webite, their digital marketing hub, should be designed and maintained to help them stand out and achieve these goals.
Digital Agent Email
Stay connected and top of mind with clients and prospects with our email marketing platform. Deliver personalized email campaigns with pre-approved newletters containing your latest and greatest content! Effectively engaging with your audience has never been easier.
Digital Agent Compliance
We know that scaling your marketing efforts is vital to business growth and advisor retention, but how can you scale when half your time is spent on reviewing advisor content? Our compliance solution places speed, efficiency and accuracy at the core of everything it does making it the perfect solution for marketing teams.
Features:
- Easy-to-use interface for advisors, compliance and marketing professionals
- Mobile and ADA compliant customizable websites
- Location enablement through Google search and MOZ
- Email content and newsletter distribution with list management
- Automated website and blog updating
- freshFinance©'s content library - new articles and videos added monthly
- Automated social media posting
- Digital compliance supervision and archiving
- Usage analytics and dashboards - track newsletter/content opens and receiver demographics
- Best in class customer support
Company Profile
At Veriday, every employee is inspired to innovate, improve and transform digital experience, enabling client and employee engagement, through our products and services. Veriday means “Honest Day”, reflecting our passion for delivering an honest day’s work with 100% client focus.
We build award winning Marketing Software & Services. Our Marketing Platform, Digital Agent, enables financial institutions to empower their advisors to create personalized websites while maintaining brand control.
Website
https://www.veriday.com
tim.walsh@veriday.com
Phone
888.706.2817
Contact Us
Find out more about Digital Place for Communities