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

LOS ANGELES, April 13, 2023 /PRNewswire/ — Cetera Financial Group (Cetera), an at-scale wealth hub that gives monetary professionals and establishments the newest options, assist and companies, introduced immediately that it lately earned the 2023 Bank Insurance Securities Association (BISA) Technology 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.

Using MarketingCentral, monetary establishments and professionals can handle their advertising and marketing technique, execute advertising and marketing plans and deploy lead-generation efforts from one interface.  Other key options of MarketingCentral embrace a strong multi-channel library of thought management revealed by the Cetera Investment Management group and different subject material specialists, automated campaigns constructed for focused viewers segments, and turnkey quarterly advertising and marketing plans with insight-driven content material.

MarketingCentral is the newest 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 listing of Cetera product choices which might be BISA Technology Innovation Award winners, together with AdviceWorks, My Advice Architect, and DataPak.  

Click here to be taught extra in regards to the BISA Technology Award and go to www.cetera.com for extra info.

About Cetera Financial Group®

An at-scale wealth hub, Cetera Financial Group (Cetera) affords monetary professionals and establishments the newest options, assist, 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 unbiased monetary advisors, tax professionals, licensed directors, massive enterprises, in addition to establishments, similar to banks and credit score unions, offering a longtime and repeatable blueprint for scalable progress.

Cetera’s method empowers advisors to affiliate in whichever approach they deem most acceptable. During 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, folks, and legacy. Cetera delivers holistic, unbiased monetary planning and recommendation to Main Street buyers, serving to them obtain their model of economic wellbeing in any respect life phases. 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.  

Home 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 critiques, Cetera’s Voice of Customer (VoC) program vigorously measures advisor expertise and satisfaction 24/7. Currently, it is ranked 4.7 out of 5 stars.

Visit www.cetera.com, and comply with Cetera on LinkedIn, YouTube, Twitter and Facebook.  

“Cetera Financial Group” refers back to the community of unbiased retail companies encompassing, amongst others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All companies are FINRA/SIPC members. Located at: 655 W. Broadway, 11^th Floor, San Diego, CA  92101.

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

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

SOURCE Cetera Financial Group