This document discusses how digital engagement tools can help wealth management firms better connect with clients at scale while maintaining compliance. It summarizes feedback from advice teams needing customizable tools and being unable to scale manually. The digital platform is shown to increase lead submissions and conversions while decreasing campaign production time. Future capabilities discussed include prescriptive analytics, intelligent compliance, voice search, and trust scoring to transform online experiences.

1. 1
1
Digital Agent
Reach. Trust. Compliance. At Scale.
“Wealth management firms need to embrace
digital servicing capabilities to better stay in
touch with their clients.”

2. 2
2
2
“Our advice teams need customizable
digital engagement tools””
“Compliance is too manual to do this”
“We are not setup to scale”

3. Reach. Trust. Compliance. At Scale.
COMPLIANCE ADOPTION REACH ENGAGE
1 2 3 4 5
CONVERT
Supervision &
workflow
Brand system
Audit trail
Digital archiving
Reporting & analytics
Site design studio
Intelligent content
Content streaming
Application and content
usage analytics
Sites and pages
Search engine optimization
Local search integration
Locations API
Content API (coming soon)
Blogging
Email marketing
Content tagging and
metadata
Social media integration
(coming soon)
Contact management
Web campaigns
Landing pages
Lead forms
Conversion analytics
3

4. 4
200%
Increase in lead form
submissions.*
80%
Decrease in campaign
production time.*
2x
Twice the industry average
for email engagement.
* as reported by our customers

6. Build stronger connections between brand, practitioners and their clients
6

7. Digital Agent

8. “As an organization, we wanted to elevate how our
advisors interacted with customers. The strong
collaborative team that we built with Veriday means that
we will be able to continue to expand our reach because
Digital Agent is always moving forward with us.”
8

9. What does the future look like?
9
Prescriptive
Analytics
Smart Content
Collections
Intelligent
Compliance
Voice Search Attribution
Routines
Trust Scoring

10. We’re in the business of delivering technology solutions
and services that transform online user
experiences and engagement.
HEALTHCARE
UTILITIES
RETAIL
Retail
Banking
10
Wealth Insurance Commercial
Banking
Lending

11. 11
Wealth Lending
Insurance Commercial
Banking
Retail
Banking
Healthcare
Utilities
Retail

12. 12
12
12
Digital technologies are only
useful and powerful when they
enable genuine, meaningful
human experiences.