Cetera Earns Know-how Innovation Award for Its Complete Digital Platform, MarketingCentral – thqaftqlm

Cetera Earns Know-how Innovation Award for Its Complete Digital Platform, MarketingCentral

2023 BISA Know-how Innovation Award acknowledges management within the development of the monetary companies trade’s merchandise, companies, and platforms via expertise innovation

LOS ANGELES, April 13, 2023 /PRNewswire/ — Cetera Monetary Group (Cetera), an at-scale wealth hub that gives monetary professionals and establishments the most recent options, help and companies, introduced at this time that it not too long ago earned the 2023 Financial institution Insurance coverage Securities Affiliation (BISA) Know-how Innovation Award for its complete digital platform, MarketingCentral. This award acknowledges firms for his or her dedication to technological options within the monetary companies trade.

Cetera Financial Group Logo (PRNewsfoto/Cetera Financial Group)

Cetera Monetary Group Emblem (PRNewsfoto/Cetera Monetary Group)

Utilizing MarketingCentral, monetary establishments and professionals can handle their advertising technique, execute advertising plans and deploy lead-generation efforts from one interface.  Different key options of MarketingCentral embody a sturdy multi-channel library of thought management printed by the Cetera Funding Administration crew and different subject material consultants, automated campaigns constructed for focused viewers segments, and turnkey quarterly advertising plans with insight-driven content material.

MarketingCentral is the most recent instance of Cetera’s dedication to delivering expertise innovation and developments that assist its advisors optimize their enterprise and finest serve their shoppers. The award provides to the rising record of Cetera product choices which can be BISA Know-how Innovation Award winners, together with AdviceWorks, My Recommendation Architect, and DataPak.

Click on right here to study extra concerning the BISA Know-how Award and go to www.cetera.com for extra info.

About Cetera Monetary Group®

An at-scale wealth hub, Cetera Monetary Group (Cetera) affords monetary professionals and establishments the most recent options, help, and companies. Breaking away from a commoditized and homogenous IBD mannequin, Cetera as an alternative creatively addresses advisors’ and establishments’ distinctive wants, whether or not they’re searching for to develop, scale, or transition with a merger, sale, funding, or succession plan. Cetera proudly serves unbiased monetary advisors, tax professionals, licensed directors, massive enterprises, in addition to establishments, reminiscent of banks and credit score unions, offering a longtime and repeatable blueprint for scalable progress.

Cetera’s strategy empowers advisors to affiliate in whichever approach they deem most applicable. In the course of the skilled life cycle of their apply, the Cetera wealth hub helps to make sure every advisor’s affiliation mannequin identifies and ignites progress levers in a approach that helps improve the worth of their apply, individuals, and legacy. Cetera delivers holistic, unbiased monetary planning and recommendation to Predominant Road traders, serving to them obtain their model of monetary wellbeing in any respect life levels. For monetary professionals, Cetera gives progress and succession sources, an enhanced advisor tech stack and importantly, an expertise the place monetary professionals do not feel like a quantity, however an integral a part of Cetera’s wealthy and thriving ecosystem.

Residence to greater than 8,000 monetary professionals and their groups, Cetera oversees roughly $322 billion in belongings below administration and $115 billion in belongings below administration, as of December 31, 2022. In a latest advisor satisfaction survey of greater than 14,000 opinions, Cetera’s Voice of Buyer (VoC) program vigorously measures advisor expertise and satisfaction 24/7. At present, it is ranked 4.7 out of 5 stars.

Go to www.cetera.com, and comply with Cetera on LinkedIn, YouTube, Twitter and Fb.  

“Cetera Monetary Group” refers back to the community of unbiased retail companies encompassing, amongst others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Funding Providers LLC (marketed as Cetera Monetary Establishments or Cetera Buyers), and Cetera Monetary Specialists LLC. All companies are FINRA/SIPC members. Positioned at: 655 W. Broadway, 11th Ground, San Diego, CA  92101.

People affiliated with Cetera companies are both Registered Representatives who supply solely brokerage companies and obtain transaction-based compensation (commissions), Funding Adviser Representatives who supply solely funding advisory companies and obtain charges based mostly on belongings, or each Registered Representatives and Funding Adviser Representatives, who can supply each varieties of companies.

The BISA Know-how Innovation Award is designed to acknowledge management within the development of the monetary companies trade’s merchandise, companies, and platforms via expertise innovation. Itemizing on this publication and/or award just isn’t a assure of future funding success. This recognition shouldn’t be construed as an endorsement of the advisor by any shopper. No compensation was supplied straight or not directly by the recipient for participation or in reference to acquiring or utilizing the third-party score or award.



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SOURCE Cetera Monetary Group

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