Financial advisors receive assistance from Cetera's latest artificial intelligence platform
Cetera Financial Group Unveils IntelligenceEngine: A Unified Growth Platform for Financial Professionals
Cetera Financial Group, a leading network of independent firms, has introduced a new tool suite called IntelligenceEngine. This innovative platform is designed to empower financial professionals with a unified solution that combines advanced AI and analytic tools, comprehensive planning, and client engagement features [1][3].
The primary objective of IntelligenceEngine is to unlock potential value within existing client portfolios and promote growth in the share of client assets. It achieves this by providing personalized, AI-driven retirement income strategies that help align client assets with their income needs while mitigating market volatility [3].
One key feature of IntelligenceEngine is the Advanced Time Segmentation strategy. This AI-powered QuickStart engine allows advisors to quickly build resilient retirement plans that enhance client trust and long-term financial outcomes [3].
In addition, the platform enhances advisor efficiency through improved reporting, risk and performance analytics, compliance support, and better referral network management. It also promotes enhanced transparency, personalization, and trading and rebalancing capabilities, all aimed at delivering a better overall advisor and client experience [1][2].
To further boost growth and operational efficiency, IntelligenceEngine integrates third-party tools such as Jump's AI meeting assistant and MoneyGuide and eMoney's financial planning software. These tools help advisors assess total household assets and identify overlooked opportunities [1].
Moreover, the platform's GrowthLine Commercial Activation Engine identifies market opportunities and prioritizes client segments for targeted outreach. The Share of Wallet Suite, which is the branded version of Cetera's IntelligenceEngine, offers a connected ecosystem of both proprietary and third-party tools, streamlining processes, revealing hidden value, and facilitating prompt action by advisors [1].
Finally, IntelligenceEngine ensures that advisors can effectively engage with dormant clients and optimize wallet share. By providing a comprehensive view of client assets through Account Aggregation, advisors can link external accounts, offering a comprehensive view of client assets [1].
In summary, Cetera Financial Group's IntelligenceEngine platform is a powerful tool for financial professionals. It combines cutting-edge AI and analytic tools with comprehensive planning and engagement features to boost growth, improve client outcomes, and increase operational efficiency.
[1] Cetera Financial Group. (n.d.). IntelligenceEngine. Retrieved from https://www.ceterafinancial.com/solutions/intelligenceengine/ [2] Cetera Financial Group. (n.d.). Share of Wallet Suite. Retrieved from https://www.ceterafinancial.com/solutions/share-of-wallet-suite/ [3] Cetera Financial Group. (n.d.). Advanced Time Segmentation. Retrieved from https://www.ceterafinancial.com/solutions/advanced-time-segmentation/
- The IntelligenceEngine platform, unveiled by Cetera Financial Group, integrates artificial-intelligence technologies to provide financial professionals with a unified solution that boosts efficiency in compliance, reporting, and risk analysis.
- The Advanced Time Segmentation strategy within the IntelligenceEngine platform utilizes artificial intelligence to help financial advisors build resilient retirement plans, thereby enhancing client trust and long-term financial outcomes.
- To foster growth and optimize client services, the Share of Wallet Suite (branded version of Cetera's IntelligenceEngine) incorporates both proprietary and third-party tools, enhancing technology integration within the finance business.
