“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
“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
”…The streamlined ability to offer fresh approved content and a proactive compliance process is exactly what we needed to bring our website back to life. “
Stephanie Farrow, B.A., CFP.
Certified Financial Planner
Farrow Financial Services Inc.
“Veriday was responsive to my needs and customized my website to fit me. What I was impressed with the most was their design of my logo.”
Paul Polyviou, CFP, CLU
Certified Financial Planner | Senior Financial Advisor
Financial Guardian
“I gained $500,000 in new business thanks to my Digital Agent website.”
Darren Alexander, CFP, CIM, FMA
Investment Advisor | Certified Financial Planner
AlexanderWealth
Terry McIntyre – Independence Matters
Investment Advisor – Manulife Securities Inc.
“I thoroughly enjoyed this process! It was so easy and the help I received was invaluable. I really did not know exactly what I wanted and did not understand some of the terminology. The Digital Agent Advisor Care team was very patient and took the time to explain everything. I love my new website, thank you so much!”
“Jordan and Derek at Digital Agent were great to deal with. I wanted to have a little more control over content and customization with such things as embedding Vimeo links, pdfs and custom banners, etc. and they were able to walk me through every step of the process to get things up and running quickly. I was concerned about getting compliance approval in a timely manner but even this was seamless. Nice website traffic stats, too!”
“Our team transitioned our existing website over to the platform that Veriday offers. The process was easy, quick and best of all resulted in virtually no downtime to our website. The ability to have any changes and blogs sent directly to compliance for approval, and the quick turnaround for this approval has allowed us to communicate much more effectively with our clients on current events. Having content and resources that are automatically updated encourages our clients to revisit the site often, driving additional traffic to our webpage.”
“Simple, effective process to get your business web page built and operational. Endorse the process and service 100%.”
“When I contacted Digital Agent for my own personal site, you could tell right from the initial contact that they were professional, organized, knew our industry, and had my interests in mind. They had the main structure of the website ready in no time at all. That’s partly due to their fantastic response time to questions and changes. Even when I was caught up in other issues, and the website development took a back seat, they were always there giving me a little nudge (in a good way).
I’m very happy with the process, the price, and the result. I have no hesitation recommending them.”
“Veriday was great to work with. We communicated frequently with the team as they set up our website, and answered our many questions. Our experience with Veriday was excellent.”
“Veriday was great at providing input on our website content. The creation of the site was completed in a timely fashion, and the help we received along the way was valuable. If you are considering a new website, or taking your current site to the next level, I would recommend the experts at Veriday.”
“Digital Agent was the perfect product to get my business online. I received great care and regular contact from the Veriday team. Integration with compliance really gave me the comfort I needed. Digital Agent made the process quick and easy and produced a professional grade product.”
“I found the Veriday staff extremely knowledgeable and helpful in the process of setting up my website”.
“I have no past experience in web design – however I found the process straightforward and easy to manager. The team was patient with my learning curve. I would not have attempted a professional website without the support of Digital Agent.”