A provider of comprehensive broker-dealer/RIA services, innovative technology, and competitive advisory programs to financial professionals and institutions.
Cetera boosted its revenue by providing powerful technology offerings, with an emphasis on enhanced reporting, to its independent financial advisor network.
How? By using WebFOCUS to create graphically appealing interactive reports and dashboards that provide sales and client information, and performance reports to managers and financial advisors.
Head of Information Management and Reporting (IMR)
WebFOCUS can also embed Adobe Flex technology in a PDF file to allow dynamic interactions with the data. These features were instant winners with the executive team and advisors in the field.
Cetera advisors can view aggregate performance and drill into details, advisors can view metrics and commissions at a granular level, and executives can determine top performers to empower their retention model.