Streamline your Compliance & Marketing approval process and scale your marketing reach.
Are Your Investment Advisors
Set Up for Success?
Your Advisors need 24/7, timely marketing support to thrive and survive. As their marketing leader, you have a tough job on your hands. You have many and varied Advisors … who serve many and varied clients … in a highly regulated industry. This 7 question quiz will help you decide if you are setting up your Investment Advisors for success.
6 Financial Marketing Trends
in the Wealth Management Sector
Financial brands are starting to understand that they need to make changes to ensure their brand delivers a consistent message across all platforms and locations. Download this eBook to learn more about 6 financial marketing trends taking over the wealth management sector!
How Financial Advisors can use
Content Marketing to Boost Website Traffic
Marketing has evolved tremendously in the past decade – and more importantly the way we market to people has changed. Today’s consumers make purchase decisions based on research they do themselves, reading online reviews, and building trust over time with an organization. This eBook will get you started on your content marketing journey with actionable tips and tricks for creating an effective strategy.
The Financial Advisor’s Guide to
To be successful in the digital age, many people are relying on their specialized expertise to sell their business. In other words, people are turning to content marketing. An effective content marketing strategy is about being a part of the conversation. So, how do you start your content marketing journey?
The Business Case for a Digital Marketing & Compliance Platform in Financial Services
The convergence of digital, social, and mobile technology is changing consumers’ behaviours, preferences, and most importantly, expectations. This eBook will discuss the considerations for a digital marketing program from the perspective of the Financial Marketer and Compliance Professional.
6 SEO Pitfalls To Avoid During Your Next Web (Re)Design
Redesigning your website isn’t just an exercise in aesthetics. Sure, the purely visual elements of your newly designed website will likely get the most attention, but remember: a great website redesign also requires that you consider (and improve) what’s under the hood.
What Our Customers Are Saying
“Digital Agent has helped our Advisors engage their customers much more easily than in the past, and has helped our compliance department manage its workload extremely well.”
Mark McDonald, Digital Marketing Consultant, Manulife Securities