Digital Agent Description

Reach. Engage. Convert.
Digital Agent is a marketing cloud that can be used in regulated industries

Digital Agent allows your firm to manage hundreds of advisor websites at scale. Our platform is simple and easy to use. It helps marketers be more efficient, which will allow them to add greater value for their advisor teams as well as their business.

Digital Agent supports every stage of the buyer's journey, helping to build more personal connections and engagement between financial advisors and their target audience. Digital Agent helps advisors outperform their competition.

Integrations

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Company Details

Company:
Veriday
Year Founded:
2004
Headquarters:
Canada
Website:
www.veriday.com

Media

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Product Details

Platforms
SaaS
Type of Training
Documentation
Live Online
Webinars
In Person
Customer Support
Phone Support
Online

Digital Agent Features and Options

Compliance Software

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Content Management System

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

GRC Software

Auditing
Disaster Recovery
Environmental Compliance
IT Risk Management
Incident Management
Internal Controls Management
Operational Risk Management
Policy Management

Brand Management Software

Approval Process Control
Artwork Management
Asset Management
Change Management
Fulfillment Distribution
Project Management