Cetera Financial Group (Cetera), a network of independent broker-dealer firms, has launched its comprehensive new Connect2Clients (C2C) marketing portal for all of its member broker-dealers and financial advisors.
The proprietary new C2C platform will allow advisors to seamlessly develop and oversee ongoing and personalized communications efforts across all available digital channels, including email, website updates and social media, among others.
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The platform represents a commitment by Cetera to develop the next generation of practice management and marketing tools for financial advisors, while showcasing Cetera’s dedication to utilizing its industry-leading resources and scale to make innovative services and best practices available to all of the financial advisors within its network.
Cetera Financial Group is the retail financial advice platform of RCS Capital Corporation, a full-service investment firm expressly focused on the individual retail investor.
Cetera has built its new C2C platform in partnership with digital marketing leader FMG Suite with a specific focus on helping advisors build and strengthen personalized relationships with each client and prospective client.
The platform provides financial advisors with a wide array of compliance-approved and regularly-updated content across a broad range of categories, from market commentary articles to additional pieces designed to help advisors easily connect with clients and prospective clients on a personal level.
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By GlobalDataAdvisors can choose and customize the types of content they want each client to receive, as well as delivery methods and other parameters, all from within the integrated C2C advisor portal.
Cetera expects to introduce the platform to each broker-dealer in its network over the next six months.
Cetera Financial Group CEO Lawrence Larry Roth said, "Cetera is very excited to make our proprietary new Connect2Clients marketing platform available to all of our financial advisors across the Cetera family of firms. Clients are hungry for a greater level of communication with their advisors as they work to navigate today’s complex environment and pursue their financial goals, and we expect the new C2C platform will enable our advisors to seamlessly respond to this opportunity while maintaining their focus on client service and practice management."
"We believe Connect2Clients is another example of Cetera Financial Group’s exceptional ability to use our scale to offer innovative tools and services to our advisors. This development demonstrates our belief that Cetera is much more than a network of broker-dealers; we are a factory for thought leadership and cutting-edge practice management tools that help our advisors grow and strengthen their businesses," added Roth.
Cetera Financial Group chief marketing officer Susan Theder said, "In our experience, the most important thing an advisor can do to strengthen relationships with clients and prospective clients is to demonstrate a sincere and consistent interest in their lives through regular and personalized communication. While most advisors truly value their interactions with clients and prospective clients, the day-to-day demands of managing a practice simply do not leave enough time to maintain the levels of contact that advisors and clients would like."
"We believe the C2C platform addresses this challenge by enabling each of our advisors to build automated, highly personalized communication campaigns for clients and prospective clients, both on a one-to-one and one-to-many basis. With C2C, Cetera Financial Group is giving our advisors the tools they need to strengthen these crucial relationships by demonstrating their appreciation for each existing and prospective client on an ongoing basis that is tailored to their preferences," further said Theder.
