Digital Marketing in One Location
Easily manage all of your Advisor digital marketing in one location
Manage your Advisors’ website activity, analytics, and updates all in one dashboard. Digital Agent gives corporate marketers the ability to control the marketing channels, while also providing Advisors with the flexibility to create unique campaigns that they believe will be most effective in reaching their target market.
Consistent Brand and Messaging
Deliver a consistent brand and messaging across all channels with one platform
Ensure brand consistency by managing the use of approved and standard corporate logos through automation. Ensure your standard web colour palette is used across all of your Advisor websites. Load your font web styles and prevent changes to heading sizes and font types.
Content Tracking & Archiving
Save time with in-page reviews, content change tracking and archiving
The Content Manager enables Marketers to gain insights into how created and curated content is being used and consumed by Advisors. Track your content and specific campaigns using customized reports and key performance indicators to learn what is working best and to help inform future content development.
Track and measure success with analytics
Measure usage and effectiveness of sales and marketing while gaining valuable data to help make better decisions in supporting your Advisor practices. Answer questions such as: how active are my Advisors online? Which Advisors have the highest performing websites? What pre-approved content are the Advisors using? The Dashboard also shows the Top 10 Advisors and the last 7 days of traffic all in one glance. It is also extended to show general locational and device data of your visitors.
One-click compliance approval and rejections
Simply review a new, updated or changed piece of content and accept or reject any changes or updates that have been made before being published.
Auditing and Archiving
Auditing and archiving made simple
Automatically track changes and archive all content created and published in the tool. Save time and reduce audit risk by providing your auditors with all of the information they need.
Simple Workflow Management
Automated and personalized workflow management
Digital Agent makes it easy for your compliance team to streamline the moderation process. The tool is flexible and scalable to work with one or more compliance officers by providing a personalized dashboard for each member of the team. Each reviewer has their own dashboard and work list so that they can manage and track their review tasks, archive all notes and changes, and pick up where they last left off at any time.
Customized Compliance Program
Customized compliance program to meet specific business objectives
Every organization has a different way in which reviews and approvals are performed. From a single stage to a multi stage workflow model. Digital Agent is fully configurable and customizable to meet the needs and objectives of each organization’s workflow standards. The tool optimizes your existing business processes to reduce complexity, minimize business disruption and maximize productivity.
Integrated Marketing Tools
Integrated Marketing Tools
Digital Agent is equipped with all of your digital marketing tools in one place including: a website builder, customizable themes, blogging, website analytics, search engine optimization (SEO), content libraries, lead forms and polls, email marketing, social media links, event marketing and more.
Integrated compliance approvals allows you to submit edits or new content to compliance in order to get your content and campaigns to market quickly and easily.
Pre-approved Content Library
Pre-approved content library
Choose from a library of relevant and pre-approved content to help populate your website easily.
Easy to Use Tools
Easy to use tools
Drag and drop editing and easy to use website and content editor tools.
Our experienced Advisor Care team is here to service and support you along the way to ensure your website project is a success.