Case Study: Cetera Financial Group Streamlines Compliant Scheduling with OnceHub ScheduleOnce

OnceHub to offer ScheduleOnce to Cetera’s network of financial professionals

Cetera Financial Group needed a compliant, efficient way for its 8,000 financial professionals to schedule client and prospect meetings while meeting strict retention and security requirements in a highly regulated industry. OnceHub’s ScheduleOnce enterprise scheduling solution was approved to support Cetera’s network.

OnceHub implemented ScheduleOnce to provide branded self-service booking, automated confirmations and reminders, and flexible meeting options for face-to-face, telephone, virtual, group, panel, and resource-pool sessions. The solution improved productivity and client experience by eliminating back-and-forth scheduling and helping Cetera’s advisors engage clients more seamlessly, though no specific quantitative results were provided.

Cetera Financial Group

Ladan Mirzadeh

Vice President of Marketing