Digital Agent Pricing, Features, Reviews & Comparison of Alternatives

Digital Agent

Advisor marketing solution for financial services firms

4.0/5 (1 review)

Digital Agent overview

What is Digital Agent?

Digital Agent is a cloud-based advisor marketing solution designed to help businesses in the insurance and financial service industry manage website content, client communication, and data archiving whilst maintaining regulatory compliance. Enterprise marketing teams can generate reports based on data collected from marketing analysis in order to measure contribution of campaigns to business performance.

Digital Agent's website builder allows teams to create websites using content from the built-in library and custom branding capabilities, such as company logo, theme and colors to establish visibility across the web. Users can create, publish, and share content across various advisor websites to improve customer engagement. Integrated analytics provide insight into the performance of websites and marketing assets including blog posts and emails.

Digital Agent enables regulated industries to segment target audience, send multiple emails using pre-defined design templates, and distribute targeted content across prospects, optimizing marketing campaigns. The platform lets organizations view key metrics to gain insight into email campaigns and trends in content consumption. Digital Agent’s risk mitigation functionality enables enterprises to automatically display web content, audit trail of content changes/approvals, and third-party links, which can be retrieved in plain text or HTML format. Marketers can also respond to incoming audit requests and manage edits using filters and visual editors.


Pricing options
Value for money
View Pricing Plans


Business size



United States, Canada

Supported languages

Digital Agent screenshot: Digital Agent archived contentWhy Your Enterprise Needs Digital AgentDigital Agent screenshot: Digital Agent campaign managerDigital Agent screenshot: Digital Agent campaign viewer

Digital Agent user reviews

Very good

Value for money
Ease of use
Customer support
Cameron Keicks

Dynamic, with purpose

Used daily for 2+ years
Reviewed 2020-01-21
Review Source: Capterra

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.

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.

Response from Veriday

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

Rating breakdown

Value for money
Ease of use
Customer support

Likelihood to recommend: 8/10

Minimize review

Digital Agent pricing

Pricing options
View Pricing Plans

Contact Veriday for pricing details.

Digital Agent features

Campaign Management
Campaign Planning
Campaign Segmentation
Content Management
Customizable Branding
Customizable Templates
Data Import/Export
Reporting & Statistics
Template Management

API (621 other apps)
Activity Dashboard (446 other apps)
Automatic Notifications (241 other apps)
Campaign Analysis (343 other apps)
Drag & Drop Interface (272 other apps)
Engagement Analytics (295 other apps)
Monitoring (278 other apps)
Multi-Channel Marketing (269 other apps)
Real Time Analytics (272 other apps)
Social Media Integration (339 other apps)
Third Party Integration (417 other apps)

Videos and tutorials

Additional information for Digital Agent

Key features of Digital Agent

  • Audience Targeting
  • Brand Management
  • Categorization/Grouping
  • Multi-Channel Publishing
View All Features