The client engagement platform to create real relationships online
Digital Agent is an enterprise digital marketing solution that enables the enterprise to amplify marketing efforts by leveraging their team of advisors to distribute relevant content to clients. This content is personalized, targeted and receives a higher engagement than traditional forms of digital marketing from enterprise directly to clients.

Easily manage all of your advisor digital marketing in one location
Manage website activity, analytics and updates all in one dashboard. Digital Agent puts control in the hands of enterprise marketers with the ability to control digital marketing channels, create content for your network of financial agents and push enterprise-level campaigns through your affiliate channel. Digital Agent offers a high level of enterprise control, while also providing financial agents with the flexibility to create unique campaigns that they believe will be effective in reaching their target market.