Digital Agent

RATING:

4.0

(1)
Overview

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 ...

Digital Agent Pricing

Contact Veriday for pricing details.

Starting price: 

$3,000.00 per month

Free trial: 

Not Available

Free version: 

Not Available

Digital Agent campaign manager
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Digital Agent Reviews

Overall Rating

4.0

Ratings Breakdown

Secondary Ratings

Ease-of-use

4

Customer Support

5

Value for money

5

Functionality

4

Most Helpful Reviews for Digital Agent

1 Review

Cameron

Investment Management, 501-1,000 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

4

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.

Vendor Response

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

Replied January 2020