Our Customers

Cetera Financial Group

A provider of comprehensive broker-dealer/RIA services, innovative technology, and competitive advisory programs to financial professionals and institutions.

The Challenge

Cetera Financial Group

Cetera boosted its revenue by providing powerful technology offerings, with an emphasis on enhanced reporting, to its independent financial advisor network.

The Strategy

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.

Geremy Tan-Torres
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.

The Outcome

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.