Digital Agent Reviews & Provider Details

Digital Agent is the marketing platform of choice of top performing and high net worth advisors. Our clients report: 50% reduction in support requests means happier advisors. 70% average increase in organic leads generated. 85% reduction in compliance review times. Digital Agent Features Advisor Website -User-friendly website builder with a drag and drop interface allows advisors without tech expertise to build branded websites -Personalize elements of your website design using different colours, font styles, widgets, and other customized elements -Use a personalized domain name to deliver a unique digital presence -Use SEO capabilities to boost online visibility -Mobile-friendly and accessible Marketing Compliance -Monitor and comply with brand and industry regulations, including FINRA, SEC, IIROC, MFDA and more -Use Out of Office delegation to maintain transparency without swapping logins -Archive and filter features make for effective audit responses Advisor Email -Use personalized email templates and pre-built email nurturing workflows to speed up prospecting and nurturing with email campaigns -A/B testing capabilities -Built-in dashboard to monitor real-time delivery, open and click-through rates Curate, powered by UpContent: https://youtu.be/zD5PLWio4Wo?feature=shared -Create and utilize custom curated topics to power social, email and web conversion efforts -Articles presented can be auto checked against brand standards, custom compliance criteria, and follow the integrated Digital Agent Compliance workflow before publication to ensure brand and regulatory compliance Content Library -Utilize licensed content, create and share branded content, and curate third-party content -Enable your team to easily access approved articles in a simple interface -Updated monthly with content including news, advice, lifestyle, education, different life stage content, white papers Institute -A self-paced digital marketing education program to offer advisors the skills necessary to increase their digital marketing literacy -6 modules on web design, content marketing, social, seo and analytics in slideshow presentations, articles, lab exercises and quizzes