Our Differences

Take our actionable business development tools, turnkey marketing programs, and award-winning wealth-management platform*, and put them to work for you.

Service and Support

Your relationship manager will serve as your quarterback to fuel your growth and enable you to spend more time on your clients. Your sales support specialist will help with sales and product strategies and product lines—whether it's cash management, investment advisory services, advanced markets, financial planning, retirement solutions, life insurance and much more. Your dedicated Resource Center is supported by our 24-hour service commitment and by one call-in number for immediate assistance on operational needs.

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Client Engagement

Through your institution, we provide marketing tools, dedicated resources and subject matter expertise to help accelerate growth based on your specific needs. We can provide your institution with customized marketing plans and materials, while our automated marketing platform enables you to connect with your clients through email and other channels. In addition to our state-of-the-art client communications capabilities, we also help you engage with clients through iconnect2invest®, a Web and mobile portal for trading and investor communications.

Wealth Management

With our robust investment research, integrated financial planning tools, and leading advisory platform, we provide your institution with the resources needed to help position you as the source of trusted, unbiased wealth management advice.

Professional Development

Build your fluency with new concepts and strategies to better serve your customers. Make the most of your client relationships and prospecting opportunities through our comprehensive and innovative training programs. Designed to help you and your support staff function more efficiently within the unique environment of a financial institution, our training opportunities are offered onsite, online and on-demand to keep you up to speed on the frequent changes that are endemic to delivering financial services. Our wealth management education program includes an annual summit, regional workshops, and in-depth courses held on the campuses of major universities.

*Cetera Financial Group was selected as the 2014 Advisory Solutions Sponsor Firm of the Year by the members of the Money Management Institute.

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