Supported Operating System(s):Web browser (OS agnostic)
About Digital Agent
Digital Agent is a marketing solution that helps financial institutions manage content across websites and engage with clients in compliance with regulatory standards. Administrators can set up single or multi-stage workflow approval processes and utilize the search functionality to retrieve relevant content from the database.
Digital Agent provides a built-in compliance review and archiving system, which helps businesses comply with various regulations such as Financial Industry Regulatory Authority (FINRA), Securities and Exchange Commission (SEC), Investment Industry Regulatory Organization of Canada (IIROC) and Mutual Fund Dealers Association (MFDA). Users can send newsletters to clients, manage advisor information and gain actionable insig...
1 Reviews of Digital Agent
4 / 5 stars
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Cameron from Richardson GMP
Company Size: 501-1,000 employees
Industry: Investment Management
Time Used: More than 2 years
Review Source: Capterra
Value for money
Dynamic, with purpose
Consistent, well thought out updates based off client feedback. Excellent project management team to help manage difficult projects and a stellar support team for day-to-day operations.
As it's a shared ecosystem, some tools aren't exactly as we'd want them. However, Veriday has made many efforts to customize where they can.
Response from Veriday
Replied January 2020
Cameron, thank you so very much for your review. Richardson GMP has been a pleasure to work with.