How We Improve Our Clients Digital Footprint

Ensuring content on a website is fully compliant can be a difficult and time consuming task. Advisors can submit content with ease, and Digital Agent’s built-in compliance workflows ensure a swift approval or rejection process, saving time and reducing the risk of legal issues. Be audit-ready always.

Book a demo
1
Enhanced Compliance Control

From content creation to publication on advisor websites, Digital Agent provides complete control over the compliance process. New content is queued for review and automatically pushed live once approved.

2
Reduce Review Times

The seamless workflow and configurable review processes significantly reduce compliance review times. You can review change history and identify changes to content that helps prioritize reviews

3
Centralized Brand Protection

Maintain a consistent brand image across all financial advisor websites. All website changes go through a centralized review process to maintain brand integrity and to provide a unified message to customers.

4
Mitigate Risk & Prevent Liability

Traditional review processes are prone to compliance errors and create email chains that are difficult to audit. With Digital Agent you can set up processes to detect and resolve potential liability or compliance deviations safeguarding your organization.

5
Centralized Quality Assurance

Digital Agent's comprehensive review tool set helps you discover every detail. Side-by-side comparisons to live previews, the tool set ensures that content always meets your customers high expectations.

Centralized Approval Queue

Streamline your approval process with our intuitive user interface that displays all items awaiting review in a centralized queue. Navigate and manage approvals using advanced filters to target specific content types or categories, ensuring you stay organized, efficient and can focus on high priority items.

Effortless Approval Review with Side-by-Side Comparisons

Make approval decisions with confidence and efficiency. Digital Agent's intuitive interface provides a side-by-side comparison of the current version and proposed changes, allowing you to focus on what matters most. Streamline your review process by identifying and addressing key updates with ease.

Seamless Feedback for Rejections

Efficiently handle rejections with Digital Agent\u2019s built-in feedback mechanism. Clearly communicate why changes were not approved and provide actionable direction on what needs to be updated. Enhance collaboration and ensure smoother revisions with a streamlined feedback process.

Quick Edits Before Approval

Save time and streamline your workflow with Digital Agent\u2019s pre-approval editing feature. Make simple changes, like spelling corrections or replacements, directly within the platform without needing to reject and resend to the user. Ensure efficiency and maintain momentum in your approval process.