Case Study: Cetera Financial Group achieves 41% email open rates 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., needed to convert cold leads into sales-ready prospects by delivering personalized content at the right time. Their key challenges were moving prospects through four distinct buying stages and delivering better-qualified leads more quickly to the sales team.

They implemented targeted, cross-channel content marketing and segmentation using Oracle Marketing Cloud and third-party tools, automating content paths, scoring, and lead routing. The program achieved a 41% average unique email open rate and 7.5% click-through rate, increased leads delivered to sales by 16%, gave the marketing team 50% more time for strategic initiatives, and improved credibility with sales and senior management.

Cetera Financial Group