Case Study: Cetera Financial Group achieves 50% more time for strategic initiatives and 16% more sales-ready leads with Oracle Marketing Cloud

Cetera Financial Group Nurtures Prospects through Personalized Content Experiences

Cetera Financial Group, the second-largest independent financial advisor network in the U.S., faced the challenge of converting cold leads into sales-ready prospects by moving contacts through a four-stage buying cycle and delivering better-qualified leads more quickly to the sales team.

By implementing content-driven, cross-channel marketing with targeting and segmentation—using Oracle Marketing Cloud and third-party tools to create stage-based content paths—Cetera automated lead nurturing and scoring. The program produced a 41% average unique email open rate and 7.5% CTR, increased leads routed to sales by 16%, and freed up 50% more marketer time for strategic initiatives while boosting marketing’s credibility with sales and management.

Cetera Financial Group