Case Study: Cetera improves AdviceWorks user experience with ZeroDegrees Inc

Cetera boosts AdviceWorks with ZeroDegrees over 2 years

Cetera, a financial services firm, faced the challenge of unifying over 30 diverse applications within its AdviceWorks® platform to create a more user-centric experience for financial professionals. The dynamic fintech space required a solution that would seamlessly integrate client data, prioritize workstreams, and uncover new growth opportunities. Cetera enlisted ZeroDegrees Inc to help navigate this process and determine strategic priorities.

ZeroDegrees Inc implemented a phased approach, beginning with a "North Star Vision" workshop to conceptualize AdviceWorks as a centralized cockpit for insights and workflow simplification. The vendor developed a new design system, wireframes, and prototypes, leading to thoughtful, step-change improvements over two years. The result was an enhanced platform that prioritized user experience and created real-world value, strengthening the partnership as evidenced by Cetera inviting ZeroDegrees back for multiple additional workshops.

Cetera