PR FEED

Partnership brings fully-supported, Canadian-owned website solution to the financial services industry.

LONDON, Ontario, February 10, 2024 - SagePath Consulting Ltd., a leading marketing consultancy for financial advisors, today announced its strategic partnership with Veriday, a Canadian digital transformation company. This collaboration introduces a comprehensive website and digital presence solution specifically designed for Canadian financial advisors, combining enterprise-grade technology with hands-on expert support.

The partnership addresses a critical gap in the Canadian financial services market by offering advisors a fully compliant, locally-hosted website solution backed by comprehensive support services. Financial advisors can now access custom or templated websites, complete with integrated email platforms, analytics dashboards, and Canadian content libraries – all while maintaining data sovereignty within Canada.

"This partnership represents a significant step forward for Canadian financial advisors looking to establish or enhance their digital presence," said Chris Brittain, Marketing Director at SagePath Consulting Ltd. “What sets this solution apart isn't just the technology – it's the hands-on support we provide. While other providers offer similar website services, they often leave advisors to configure everything themselves. We're changing that model by offering as much or as little support as advisors need, allowing them to focus on what matters most – serving their clients and running their business.”

The new offering includes:

• Custom websites for independent advisors and templated solutions for enterprises
• Self-managed or fully-managed options with comprehensive support
• Canadian content libraries and analytics dashboards
• Full compliance for Canadian regulators and provincial and federal requirements like AODA and CASL
• Data hosting within Canada
• Expert configuration, build, management, and monitoring services

This partnership aligns with SagePath Consulting Ltd.'s mission to be the most effective marketing organization focused on financial services, providing solutions that precisely meet the needs of Canadian financial advisors.

About SagePath Consulting Ltd.

SagePath Consulting Ltd. brings over 100 years of combined experience working with Canada's largest financial institutions. The company specializes in providing tailored marketing solutions for financial advisors, helping them navigate regulatory compliance while building effective marketing strategies.

About Veriday

Veriday is a leading Canadian digital transformation company specializing in creating digital experiences that drive new opportunities. They partner with organizations to unlock their full potential through technology solutions.

Media contact:

Chris Brittain

Marketing Director, SagePath Consulting Ltd.

Phone: 226-215-9882

Email: [email protected]

Website: https://sagepathconsulting.com