2023 BISA Technology Innovation Award acknowledges leadership in the advancement of the fiscal expert services industry’s merchandise, products and services, and platforms through technologies innovation
LOS ANGELES, April 13, 2023 /PRNewswire/ — Cetera Monetary Group (Cetera), an at-scale wealth hub that provides financial gurus and institutions the latest remedies, support and companies, introduced currently that it not long ago acquired the 2023 Lender Insurance plan Securities Association (BISA) Know-how Innovation Award for its detailed electronic system, MarketingCentral. This award recognizes firms for their determination to technological methods in the fiscal solutions sector.
Using MarketingCentral, economical establishments and professionals can handle their marketing strategy, execute marketing programs and deploy lead-generation initiatives from a single interface. Other important features of MarketingCentral consist of a strong multi-channel library of imagined management printed by the Cetera Investment Management staff and other subject matter make a difference experts, automatic strategies created for focused audience segments, and turnkey quarterly advertising and marketing ideas with insight-driven material.
MarketingCentral is the newest example of Cetera’s determination to providing technological innovation innovation and developments that assist its advisors optimize their small business and finest provide their consumers. The award adds to the rising list of Cetera products offerings that are BISA Technological know-how Innovation Award winners, including AdviceWorks, My Information Architect, and DataPak.
About Cetera Economic Group®
An at-scale wealth hub, Cetera Economical Group (Cetera) offers fiscal professionals and institutions the most recent solutions, aid, and services. Breaking absent from a commoditized and homogenous IBD model, Cetera as an alternative creatively addresses advisors’ and institutions’ unique requires, whether they are looking for to increase, scale, or changeover with a merger, sale, investment, or succession program. Cetera proudly serves impartial monetary advisors, tax pros, accredited directors, substantial enterprises, as very well as establishments, these types of as banks and credit rating unions, giving an set up and repeatable blueprint for scalable development.
Cetera’s technique empowers advisors to affiliate in whichever way they deem most appropriate. Through the expert lifestyle cycle of their follow, the Cetera wealth hub helps to make sure each advisor’s affiliation product identifies and ignites progress levers in a way that will help raise the worth of their observe, people, and legacy. Cetera delivers holistic, impartial monetary arranging and assistance to Principal Avenue investors, helping them achieve their variation of economic wellbeing at all daily life levels. For fiscal professionals, Cetera provides growth and succession assets, an improved advisor tech stack and importantly, an practical experience the place money experts really don’t experience like a number, but an integral element of Cetera’s loaded and thriving ecosystem.
Home to more than 8,000 money specialists and their teams, Cetera oversees about $322 billion in belongings below administration and $115 billion in assets beneath management, as of December 31, 2022. In a current advisor pleasure survey of a lot more than 14,000 testimonials, Cetera’s Voice of Customer (VoC) program vigorously actions advisor encounter and gratification 24/7. At present, it’s ranked 4.7 out of 5 stars.
“Cetera Fiscal Team” refers to the network of independent retail firms encompassing, between other people, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Expense Expert services LLC (promoted as Cetera Economic Institutions or Cetera Investors), and Cetera Monetary Specialists LLC. All corporations are FINRA/SIPC users. Found at: 655 W. Broadway, 11th Floor, San Diego, CA 92101.
Men and women affiliated with Cetera corporations are possibly Registered Associates who present only brokerage expert services and acquire transaction-primarily based compensation (commissions), Financial commitment Adviser Representatives who present only expenditure advisory providers and acquire costs based mostly on property, or both equally Registered Representatives and Financial investment Adviser Representatives, who can give both of those varieties of services.
The BISA Technological innovation Innovation Award is designed to figure out leadership in the advancement of the monetary providers industry’s items, expert services, and platforms through know-how innovation. Listing in this publication and/or award is not a ensure of future investment decision accomplishment. This recognition must not be construed as an endorsement of the advisor by any shopper. No payment was offered directly or indirectly by the recipient for participation or in connection with getting or utilizing the third-bash score or award.
Source Cetera Monetary Team