Cetera Financial Group has unveiled its latest innovation, Intelligencengine, a state-of-the-art suite of AI-driven tools crafted to empower financial professionals in transforming customer data into actionable insights.

Intelligencengine is designed to unlock the potential value within existing customer portfolios, equipping advisers with the necessary tools to enhance client relationships and facilitate growth.

Comprehensive Growth Platform

This platform features advanced analytics, planning technologies, and customer engagement tools, creating a cohesive growth environment tailored for modern advisers and financial institutions.

A Suite to Strengthen Customer Connections

The primary objective of Intelligencengine is to furnish advisers with insights that strengthen client relationships while expanding their share of customer assets. This offering serves as the branded version of Cetera’s Share of Wallet Suite, which integrates both proprietary and third-party tools aimed at uncovering and activating income opportunities.

Streamlined Processes for Swift Action

Each component of this suite is meticulously designed to optimize processes, unveil hidden value, and empower advisers to act rapidly. Christian Mitchell, Director of Cetera’s Chief Solutions, articulated, “With Intelligencengine, we enable advisers to facilitate meaningful conversations and produce measurable results from their existing clientele.”

Key Features of Intelligencengine

Among the standout features is the Growthline commercial activation engine, which identifies market opportunities and prioritizes customer segments for targeted engagement. This system ensures that advisers can effectively reconnect with dormant clients while optimizing their portfolio shares.

Advanced AI Integration

Additionally, the JUMP AI software employs natural language processing to extract valuable insights from advisor-client meetings, capturing essential actions and behavioral signals that enhance growth awareness strategies.

Holistic View of Customer Assets

The platform also includes the aggregation of consulting accounts, allowing advisers to link external accounts for a comprehensive view of customer assets. This integration helps advisers assess total household resources and identify overlooked opportunities for growth.

Personalized Financial Planning

Furthermore, Cetera’s financial planning group creates tailored financial plans that unveil new asset potentials, improving adviser efficiency. The advanced time segmentation strategy aligns retirement income planning with customer objectives, ensuring a structured approach to financial wellness.