Cetera Financial Group
公司规模
Large Corporate
地区
- America
国家
- United States
产品
- WebFOCUS Pro Server
- Active Technology reports
- Enable for Adobe Flex
- Oracle and Microsoft SQL Server adapters
技术栈
- WebFOCUS
- Adobe Flex
- Oracle
- Microsoft SQL Server
实施规模
- Enterprise-wide Deployment
影响指标
- Revenue Growth
- Productivity Improvements
- Customer Satisfaction
技术
- 分析与建模 - 实时分析
适用行业
- 金融与保险
适用功能
- 销售与市场营销
- 商业运营
用例
- 实时定位系统 (RTLS)
服务
- 软件设计与工程服务
- 系统集成
关于客户
Cetera Financial Group is one of the nation’s largest independent broker-dealer/RIA firms, providing comprehensive service, support, innovative technology, and competitive advisory programs. Its clients include approximately 6,500 independent financial professionals and 600 financial institutions affiliated with its four independently managed broker-dealers: Financial Network Investment Corporation; Multi-Financial Securities Corporation; PrimeVest Financial Services, Inc.; and Genworth Financial Investment Services, Inc. (GFIS). Based in Los Angeles, Cetera manages more than $100 billion in assets. One of the ways Cetera helps advisors be more efficient and successful is by offering visually rich financial reports. The company offers industry-leading practice management tools that enable advisors to be extremely responsive to clients.
挑战
Cetera Financial Group, one of the nation’s largest independent broker-dealer/RIA firms, wanted to increase revenue by providing powerful technology offerings to its independent financial advisor network with an emphasis on enhanced reporting. The company wanted to offer visually rich financial reports and industry-leading practice management tools that enable advisors to be extremely responsive to clients. The challenge was to find a business intelligence (BI) solution that could pull data from multiple back-end systems in a cohesive way, with advanced graphing, scheduling, and report-distribution capabilities, with only one or two clicks required to access important content.
解决方案
Cetera Financial Group chose to use the WebFOCUS business intelligence (BI) platform from Information Builders. The IT staff could quickly develop new reports and dashboards to support the advisor network using this platform. WebFOCUS Enable for Adobe Flex, an application engine, was used to create multi-dimensional, visual dashboards that use dynamic animation, interactions, and transition effects to highlight important information and guide users through an analytic process. This was important for financial reporting, as precise insight had to be derived from a tremendous amount of information. Advisors needed only Adobe Reader or a standard web browser to view interactive commission statements that combine high-quality graphics, charts, and other visual representations of critical business information into one complete document.
运营影响
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