Digital Agent 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

Digital Agent

4.0

(1)

Pricing

Starting at $3,000.00 per month

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 through analytics. Additionally, it lets professionals optimize the brand's visibility on search engines using SEO capabilities.

Digital Agent allows teams to receive notifications on content approval and publishing in real-time. Pricing is available on request and support is extended via phone, email, live chat and other online measures.

Digital Agent Screenshots

Digital Agent Pricing and Plans

Starting price: $3,000.00 per month

Free Trial

Free Version

Basic

$3,000.00

per month

No plan information available

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Digital Agent Features

Popular features found in Compliance
Access Controls/Permissions
Archiving & Retention
Audit Trail
Corrective and Preventive Actions (CAPA)
Document Management
Incident Management
Monitoring
Regulatory Reporting
Risk Management
Training Management
Version Control
More features of Digital Agent
Alerts/Notifications
Approval Process Control
Artwork Management
Audio File Management
Audit Management
Campaign Management
Change Management
Collaboration Tools
Compliance Management
Compliance Tracking
Content Library
Content Management
Content Publishing Options
Customizable Branding
Customizable Reports
Customizable Templates
Data Import/Export
Data Visualization
Digital Asset Management
Full Text Search
Image Editing
Internal Controls Management
Multi-Language
Operational Risk Management
Policy Management
Real-Time Reporting
Reporting & Statistics
Sarbanes-Oxley Compliance
SEO Management
Text Editing
Video Support
Visual Analytics
Website Management
Workflow Management

Digital Agent User Reviews

Overall Rating

4.0

Ratings Breakdown

100%

Secondary Ratings

Ease of Use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

Have you used Digital Agent and would like to share your experience with others?

Cameron K.

Verified reviewer

Investment Management

501-1000 employees

Used daily for more than 2 years

Review source

Reviewed January 2020

Dynamic, with purpose

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Vendor Response

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

Replied January 2020

Showing 1 - 1 of 1 Reviews