January 20, 2014, Toronto – Veriday, a leading digital marketing automation firm specializing in online brand transformation for investment advisors and financial institutions, has just deployed their Digital Agent marketing solution to Manulife Financial. In a relationship based business, Manulife understands that a robust online presence for advisors and insurance agents is no longer an option, but a must. Digital Agent enables advisors to easily take control of their online presence and become digital marketing experts.
“Clients and prospects today want online engagement. They want access to relevant and timely information and empowering our advisors with a comprehensive website solution to fulfill this need helps them to grow their practices and reach while strengthening existing relationships,”
Veriday’s Digital Agent is the result of over two years of in-depth research with professionals across the financial industry including major banks and boutiques. “Our goal was to build a solution for advisors to increase the return on their digital marketing investments while maintaining brand consistency and minimizing regulatory compliance risk. Working directly with marketing and compliance specialists during the development of Digital Agent, has ensured our platform is leading edge, robust, and intuitive to use,” says Marc Lamoureux, President and CEO, Veriday.
Digital Agent empowers marketing and compliance teams to push out well executed pre-approved content that help the advisor create a stronger online presence with minimal effort. The platform features drag and drop components such as financial calculators and access to a built-in library of professionally written content. Advisors can also author and create content for approval creating a website that is tailored to their practice. A digital marketing dashboard of robust data and analytics helps them easily gauge the impact of their online presence.
As the need for online and social media presence continues to evolve, Veriday is at the forefront of social trends and is already enhancing their platform to provide a central hub for integrating all of the advisors’ marketing efforts including social engagement, eNewsletters and digital campaigns. “It’s an exciting time as the financial services industry has realized that they must help advisors adapt to changes in client online engagement. Digital Agent is also mobile ready which has become critical as investors are embracing this technology. Best of all, our underlying platform is based on standard enterprise technology which ensures that integration with dealer systems is cost effective and efficient,” notes Lamoureux.