Case Studies

Showing 11 Success Stories about Software and Services used by Cetera Financial Group

Cetera Financial Group achieves nearly $1M in new business with LinkedIn Marketing Solutions

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

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

Cetera Financial Group - Customer Case Study

Cetera Financial Group achieves 41% email open rates and 16% more sales-ready leads with Oracle Marketing Cloud

Cetera Financial Group achieves a three‑month APX migration, seamless service and doubled performance with SS&C Advent

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

Cetera Financial Group - Customer Case Study

Cetera Financial Group - Customer Case Study

Cetera struck gold with 8x8’s user-friendly communications

Cetera takes financial recruiting to the next level with dramatic time savings and outreach oversight

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