Cetera Earns Expertise Innovation Award for Its Complete Digital Platform, MarketingCentral – thqaftqlm

Cetera Earns Expertise Innovation Award for Its Complete Digital Platform, MarketingCentral

2023 BISA Expertise Innovation Award acknowledges management within the development of the monetary companies trade’s merchandise, companies, and platforms by means of expertise innovation

LOS ANGELES, April 13, 2023 /PRNewswire/ — Cetera Monetary Group (Cetera), an at-scale wealth hub that provides monetary professionals and establishments the most recent options, help and companies, introduced at the moment that it just lately earned the 2023 Financial institution Insurance coverage Securities Affiliation (BISA) Expertise 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.

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 embrace a strong multi-channel library of thought management revealed by the Cetera Funding Administration group 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 greatest serve their shoppers. The award provides to the rising checklist of Cetera product choices which are BISA Expertise Innovation Award winners, together with AdviceWorks, My Recommendation Architect, and DataPak.  

Click on right here to be taught extra concerning the BISA Expertise Award and go to www.cetera.com for extra data.

About Cetera Monetary Group®

An at-scale wealth hub, Cetera Monetary Group (Cetera) presents monetary professionals and establishments the most recent options, help, and companies. Breaking away from a commoditized and homogenous IBD mannequin, Cetera as a substitute 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 impartial monetary advisors, tax professionals, licensed directors, massive enterprises, in addition to establishments, resembling banks and credit score unions, offering a longtime and repeatable blueprint for scalable progress.

Cetera’s method empowers advisors to affiliate in whichever means they deem most acceptable. Throughout the skilled life cycle of their follow, the Cetera wealth hub helps to make sure every advisor’s affiliation mannequin identifies and ignites progress levers in a means that helps enhance the worth of their follow, folks, and legacy. Cetera delivers holistic, unbiased monetary planning and recommendation to Important Road buyers, serving to them obtain their model of monetary wellbeing in any respect life levels. For monetary professionals, Cetera offers 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 property underneath administration and $115 billion in property underneath administration, as of December 31, 2022. In a latest advisor satisfaction survey of greater than 14,000 evaluations, 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 impartial retail corporations encompassing, amongst others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Funding Companies LLC (marketed as Cetera Monetary Establishments or Cetera Buyers), and Cetera Monetary Specialists LLC. All corporations are FINRA/SIPC members. Situated at: 655 W. Broadway, 11th Ground, San Diego, CA  92101.

People affiliated with Cetera corporations 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 primarily based on property, or each Registered Representatives and Funding Adviser Representatives, who can supply each kinds of companies.

The BISA Expertise Innovation Award is designed to acknowledge management within the development of the monetary companies trade’s merchandise, companies, and platforms by means of expertise innovation. Itemizing on this publication and/or award 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 ranking or award.

SOURCE Cetera Monetary Group

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