Case Study: Cetera Financial Group achieves interactive advisor reporting and improved financial-performance monitoring with Information Builders' WebFOCUS

Cetera Invests in WebFOCUS to Support National Broker Dealer Network

Cetera Financial Group, a national broker‑dealer/RIA serving roughly 6,500 independent financial professionals and 600 institutions, needed to increase revenue by giving its advisor network stronger technology—particularly enhanced, visually rich reporting—to improve practice management and sales oversight. Senior leaders sought a BI solution that could pull data from multiple systems, deliver advanced visualizations quickly, and be easy for advisors to use.

Information Builders implemented WebFOCUS with Active Technology and Adobe Flex-enabled interactive dashboards, plus training and database adapters, to deliver secure, device‑agnostic reports and weekly commission and client‑revenue views. Advisors can drill into granular metrics and commissions, manipulate and distribute reports, and executives can spot top performers; IT now spends less time on ad hoc requests and developers and analysts are roughly twice as efficient, with universally positive user feedback.

Cetera Financial Group

Geremy Tan-Torres

Head of Information Management and Reporting (IMR)