Cetera introduces new AI platform for financial advisors

Yahoo

5 days ago

Cetera Financial Group has introduced IntelligenceEngine, a suite of AI-driven tools designed to assist financial professionals in enhancing growth by converting client data into actionable insights.
This new platform aims to unlock potential value within existing client portfolios.
IntelligenceEngine integrates advanced analytics, planning technology, and client engagement tools into a cohesive growth platform tailored for modern financial advisors and institutions.
The primary objective is to provide advisors with insights that reinforce client relationships and promote growth in their share of client assets.
It is the branded version of Cetera's Share of Wallet Suite, which offers a connected ecosystem of both proprietary and third-party tools aimed at identifying and activating revenue opportunities.
The components of this suite are designed to streamline processes, reveal hidden value, and facilitate prompt action by advisors.
Cetera chief solutions officer Christian Mitchell said: 'With IntelligenceEngine, we're enabling advisors to scale meaningful conversations and drive measurable outcomes from their existing client base.'
'This solution was designed to strategically connect the dots between data, planning, and action. Each element powers the next, creating a multiplier effect on efficiency and growth
Key features of IntelligenceEngine include the GrowthLine Commercial Activation Engine, which identifies market opportunities and prioritises client segments for targeted outreach.
This system ensures that advisors can effectively engage with dormant clients and optimise wallet share.
Additionally, the Jump AI Software utilises natural language processing to extract insights from advisor-client meetings, capturing essential action items and behavioural signals that inform GrowthLine's outreach strategies.
The platform also includes AdviceWorks Account Aggregation, which allows clients to link external accounts, providing advisors with a comprehensive view of client assets.
Furthermore, MoneyGuide and eMoney Financial Planning Software enable advisors to assess total household assets and identify overlooked opportunities.
Cetera's Financial Plan Design Group creates customised financial plans that reveal new asset potentials and enhance advisor efficiency, while the Advanced Time Segmentation strategy offers a structured approach to retirement income aligned with client goals.
In May this year, Jump partnered with Cetera to integrate its AI meeting assistant, enhancing scalability and compliance within Cetera's operations.
"Cetera introduces new AI platform for financial advisors" was originally created and published by Private Banker International, a GlobalData owned brand.
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