Phone: 888.706.2817
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Intranets for Financial Institutions
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A growing list of features…

Websites

Websites

Generate leads and engage audiences
with SEO optimized websites
Email Marketing

Email Marketing

Send compliant e-newsletters
through your Advisors to your clients
Automation

Automation

Streamline your Marketing, Compliance, and Collaboration with automation tools.
Social Media

Social Media

Integrate with social media to easily
post compliant messages
Content Marketing Hub

Content Marketing Hub

Create and approve content once &
distribute to many via the Content Hub
Analytics

Analytics

Track and measure success

Streamline your Compliance & Marketing approval process and scale your marketing reach. 

Unlocking Digital: How Financial Companies Master Modern Marketing

Discover the secrets to leveraging modern marketing and scaling your business via the web.

Unlocking Digital: How Financial Companies Master Modern Marketing

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!

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 eBook will help you decide if you are setting up your Investment Advisors for success.

are your investment advisors set up for success?

What Our Customers Are Saying

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“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