Digital Agent Software

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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 insights into performance ...
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Digital Agent User Reviews

OVERALL RATING

Showing 1 review

Cameron

Richardson GMP

Verified reviewer

Company size: 501-1,000 employees

Industry: Investment Management

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.

Ease-of-use

4

Value for money

5

Customer support

5

Functionality

4

Reviewed January 2020

Dynamic, with purpose

Pros

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.

Cons

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

Cameron, thank you so very much for your review. Richardson GMP has been a pleasure to work with.

Replied January 2020