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 ...