Digital Agent Platform

Digital Experiences for Financial Advisors and Agents

Create personalized custom websites, streamline compliance, and deliver engaging client experiences at scale.

Request a DemoView Examples

Enterprise Control

Compliance workflows icon

Compliance Workflows

Automate reviews and approvals.

Content governance icon

Content Governance

Maintain brand consistency and control.

Brand management icon

Brand Management

Centralize logos, templates and style guides.

Security and compliance icon

Security & Compliance

Enterprise grade security you can trust.

Laptop and phone showing a responsive financial advisor website

Advisor & Client Engagement

Personalized content icon

Personalized Content

Advisors can easily customize content for their audience.

Appointment booking icon

Appointment Booking

Make it easy for clients to connect.

Lead capture icon

Lead Capture

Convert website visitors into qualified opportunities.

Performance insights icon

Performance Insights

Track engagement and optimize results.

Financial institutions iconFinancial
Institutions
Advisors and agents iconAdvisors &
Agents
Watch Platform Video
Clients iconClients
Stronger relationships and better outcomes iconStronger Relationships
Better Outcomes
10,000 plus websites icon
10,000+Websites
Millions of visits per month icon
Millionsof Visits per Month
Trusted by leading financial institutions icon
Trusted byLeading Financial Institutions
Enterprise grade security and compliance icon
Enterprise GradeSecurity & Compliance

Website
Management

Manage websites and landing pages with centralized content control, approval workflows, and compliance oversight.

Approved. Consistent. On-Brand.

Email
Marketing

Create, approve, and distribute compliant email campaigns with built-in governance and auditability.

Compliant Campaigns. Proven Results.

Voice
Solution

Intelligent call routing and CRM integration connect customers with the right agent faster while providing real-time context for personalized interactions.

Online
Chat

Deliver real-time customer engagement through AI-assisted and live chat experiences integrated with your business workflows.

Right Content. Right Time.

Social
Media

Publish, govern, and archive social content across platforms while maintaining brand consistency and compliance.

On-Brand. Compliant. Every Platform.
Cloud HostedSecure, redundant and highly available
Enterprise Grade SecurityData encryption, backups and disaster recovery
Scalable & FlexibleGrows with your organization and content needs
Access AnywhereWork securely from anywhere

Who we serve

Helping businesses create meaningful digital experiences that drive engagement, strengthen client relationships, and support sustainable growth. By enhancing the value of your CRM and existing technology ecosystem, our platform connects data, automates engagement, and delivers personalized experiences that help organizations build stronger relationships, operate more efficiently, and achieve greater business outcomes without replacing the systems they already trust.

icon of teams

Financial Advisors & RIAs

icon of brokers and firms

Broker Dealers & Wealth Firms

Icon of Marketing and compliance

Marketing & Compliance Teams

Icon of Enterprise and Partners

Enterprise & Partners

Trusted by

Testimonials and Case Studies

undefined

Scott Macdougall, Associate Manager, Field Marketing at a leading insurance company

“The opportunities we saw with Digital Agent was to streamline our compliance process and provide marketing content to advisors to share on their channels. It became a channel that we could use for any sort of marketing initiatives.”

Frequently Asked Questions

Digital Agent is an all-in-one website and marketing platform built for financial advisors and enterprises. It helps advisors manage compliant websites, automate marketing, and deliver a consistent online presence across their firm.
Digital Agent is designed for independent financial advisors, wealth management firms, and enterprise organizations that want to empower their advisors with secure, compliant, and professional digital experiences. Learn More
Most advisor websites can go live within a few weeks after onboarding, depending on content readiness and firm approval timelines. Once your content is ready, our widgets make it easy to bring your site to life — most sites are up and running within 1–2 days.
Yes. Our implementation team can help migrate your content and ensure a smooth transition to the Digital Agent platform.
Yes. Visit our Showcase or request a demo to explore real-world examples of advisor websites powered by Digital Agent.
Once you submit your demo request, our team will contact you to understand your firm’s goals and schedule a personalized session. We’ll show you how Digital Agent can help streamline your digital presence and compliance workflow.

The platform includes:

  • Websites with responsive, modern templates
  • Built-in compliance review workflows
  • Content library with pre-approved articles and campaigns
  • Analytics and reporting dashboards
  • Integration with CRM, email, and social tools
  • Centralized management for enterprise users
Digital Agent streamlines the approval process between advisors and compliance teams. Every change is tracked and routed for review before publication, helping firms stay aligned with industry and regulatory standards. Learn More
Yes. Digital Agent supports integrations with popular CRM, analytics, and marketing platforms. Enterprise clients can also enable custom integrations as needed. Learn More
Security is a top priority. Digital Agent uses encrypted connections (SSL), secure hosting environments, and regular system monitoring to protect all user and client data.
Yes. Digital Agent provides the facilities to populate and manage SEO metadata within the platform.
You maintain ownership of your data, including content and client information. Digital Agent ensures your assets remain secure and accessible if you ever transition away from the platform.
Absolutely. Enterprise features allow head offices to manage multiple advisor websites, maintain brand consistency, and oversee compliance from a central dashboard.
Digital Agent offers multiple levels of support and training to meet different client needs:

Training

  • Self-paced online training — Learn at your own speed with step-by-step guides and videos.
  • One-on-one sessions — Get personalized help directly from our support specialists.
  • In-app guidance — Receive on-screen tips and walkthroughs while using the platform.

Support Channels

  • Phone
  • Email
  • Support Portal
  • Click to Chat - Coming Soon

For individuals or firms with a single site the Digital Agent team serves as the first line of support.

For smaller firms or enterprise clients, there are two options

  • The enterprise can act as the first line of support, with Digital Agent providing second-level assistance as needed.
  • Alternatively, the Digital Agent team can handle first-line support directly, escalating issues to specialized teams when necessary.

Ready to get
results like these?

Let’s pinpoint exactly what’s holding your marketing back.

Learn more Get my free performance assessment!
results

Chat

4% ▲
Lead Capture
15% ▲
Chatbot Engagement
10% ▲
After hours engagement

Email

30% ▲
Email open rate
4% ▲
Email click through rate
0.2% ▼
Email unsubscribe rate

Voice

40% ▲
Inbound call lead conversion rate
10% ▲
Voice IVR campaign effectiveness
15% ▼
Call abandonment

Web

10% ▲
Web lead generation volume
6% ▲
Website traffic growth rate
20% ▲
SEO Keyword ranking
30% ▼
Content update speed

Featured Content

Featured Insights

Can You Use Reviews and Testimonials Without Creating Compliance or Trust Problems?
May 19, 2026 - Digital Agent Communication

Can You Use Reviews and Testimonials Without Creating Compliance or Trust Problems? And Are Reviews Now More Important Than Social Followers? If you’re running a digital experience platform like DigitalAgent, you already know this tension:

Read more

What Makes a Website Feel Trustworthy in the First 10 Seconds?
April 1, 2026 - Digital Agent Communication

Trust is formed fast. This article explains what makes a financial, insurance, tax, estate-planning, or agent website feel credible in the first 10 seconds, from clear messaging and proof to security and usability.

Read more

How to Show Up in Google AI Overviews, AI Mode, and Local Search Without Chasing Gimmicks
March 26, 2026 - Digital Agent Communication

Learn how financial, insurance, tax, and estate-planning firms can improve visibility in Google AI Overviews, AI Mode, and local search by focusing on trust, relevance, and useful content instead of SEO gimmicks.

Read more