Digital Agent

Experience Management
Content Management & Operations
Analytics and Optimization
Customer Data Management

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.


As expectations for the consumer experience continues to rise, organizations need to produce the high-quality content needed to win and retain business while generating the quantity of content required to build personalized omnichannel experiences.

To solve this challenge, Liferay has revolutionized the way brands deliver innovative customer experiences at scale with Liferay Marketplace™. This single, integrated solution unifies content planning, production, collaboration, and management.

Are you interested in implementing Liferay Marketplace™ but need the solution up and running in a fraction of the time? As a Platinum Liferay Marketplace™ Partner with Content Hub specializations in North America and EMEA, we developed Liferay Marketplace™ Advantage by EPAM.

The intelligent Open Source Search Engine

OpenK9, thanks to its open architecture, offers a set of powerful features to build your own customized search system.

Our modern and scalable architecture provides a pipeline for data ingestion, enrichment and indexing. Every part of the pipeline can easily scale to handle massive amount of data.

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Key Benefits:

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.


  • 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
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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.




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Digital Agent