Designed specifically for regulated industries (financial services, insurance, etc.), Digital Agent Email aims to help better optimize their customer experience and nurture client relationships. Our Email platform allows advisors and enterprise marketers to nurture interactions by delivering beautifully crafted email marketing campaigns and stay connected with prospects throughout the entire sales journey.

Digital Agent (DA) makes everything from contact management to the sending of campaigns compliant, on brand and easy.

Email/Newsletters
Elevate your demand generation and nurturing campaigns with our integrated e-mail campaign builder. With DA/WealthCloud®, you can quickly build email newsletters pulling content from our library of pre-approved FINRA-compliant content and templates.

Leverage best practices and dynamic thought leadership content to send highly personalized communications.

Send the right message, to the right audience, at the right time. Use segmentation to target emails to similar contacts and provide them with content they care most about. Even send multilingual campaigns without the need for additional language software.

Track campaign metrics through the built-in dashboard to monitor delivery, open and click-through rates.

Address Brand & Regulatory Compliance
Offers capabilities for administrators to build custom approval workflows to create content, submit for review, identify required changes and approve.

Convenient side-by-side document caparison feature allows compliance officers to see each of the requested changes being edited.

Auto-Archiving for stress-free audits
Auto-archiving of all web pages, third-party links and audit trail history for full traceability of all approvals and rejections

Quickly and efficiently retrieve data of any DA website as HTML snapshots, structured content data, excel or .PNG exports

Using features like our visual archive and filters, marketing departments can easily and efficiently respond to audit requests with just a few clicks.

FINRA Compliant Content Library
Client-centered articles, content and videos all designed to position your advisors as authorities on a range of topics from investing to retirement.

Our content library includes hundreds of articles which cover various topics from Insurance, Wealth Management, and Client Experience. Every month, new articles get added to the database and are selectable by your advisors.

Measurable Marketing Insights
Analyze and report on the performance of campaigns and how marketing efforts are driving engagement. Use our built-in dashboards and drill into specific details by campaign or view data through our integration with Google analytics.

DA/WealthCloud® can also aggregate analytics across all organizational websites (or all emails sent) to compare how individual advisors or branches are performing.

Veriday Customer Success Team
Clients benefit from access to our support teams and expert knowledge of digital marketing best practices and in DA/WealthCloud® implementation to drive continued success.

We also offer a range of digital marketing services to support your day-to- day use of DA/WealthCloud®.