Dominate your Digital Presence

Digital Agent is a marketing software and a website builder that delivers personalization at scale. Enterprises can manage thousands of advisor websites centrally, delivering content and ensuring compliance while enabling their advisors to engage with their clients unlike ever before. Our integrated digital solutions enable your advisors to provide answers to questions their customers are looking to solve.

50%

Reduction in support requests means happier advisors.

70%

Average increase in organic leads generation.

85%

Reduction in compliance review times.

Featured Content

Mastering Online Presence Part 3: Getting Found: Mastering SEO for Financial Advisors with Digital Agent
June 3, 2025 - Digital Agent Communication

Learn how financial advisors can boost online visibility with SEO and Digital Agent’s tools for effortless optimization and lead generation.

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Mastering Online Presence Part 2: Fueling Your Digital Engine: Content Creation and Authority Building with Digital Agent
May 13, 2025 - Digital Agent Communication

Transform your advisor website into a trusted authority with Digital Agent's tools for effortless content creation, curation, and compliance.

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Mastering Online Presence Part 1: The Foundation: Building Your Digital Presence with a Professional Advisor Website
May 7, 2025 - Digital Agent Communication

For financial advisors, a compliant, engaging website builds trust, drives leads, and showcases expertise. Platforms like Digital Agent make it easy to create and manage your digital presence.

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Advisor Websites & Blogs

The Digital Agent platform is a powerful tool for attracting new clients, which contributes to increased revenue and expanding the advisor’s reach. This is achieved through a comprehensive suite of online resources and communication tools, providing seamless access to information such as blogs, case studies, and testimonials to highlight the advisor’s expertise. With a focus on personalization, Digital Agent offers a range of design capabilities, enabling each advisor to fully customize the appearance of their website while ensuring brand integrity.

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Trusted By

At Veriday, we deliver digital engagement with a human touch. With over a decade of experience serving some of the biggest names in financial services and insurance, Digital Agent from Veriday is the platform of choice for top performing and high net worth advisors. Our purpose-built solution has a proven record of supporting lead conversion, expanding AUM, and policy sales growth.

 
 
     
  
 
   
     
 
 
 

Integrations

Fully integrate all of your systems from CRM to social with Digital Agent's comprehensive ecosystem.

Enable Data Driven Growth

Analytics is crucial for a digital marketing strategy by providing valuable insights into various aspects of the site's performance and user behavior. Digital Agent supports insights to both the end user and field marketing teams and integrates with the following platforms for customers that need to aggregate other data for increased insights:

Testimonials and Case Studies

Scott Macdougall, Associate Manager, Field Marketing at a leading insurance company

“The opportunities we saw with Digital Agent was to streamline our compliance process and provide marketing content to advisors to share on their channels. It became a channel that we could use for any sort of marketing initiatives.”

Awards