Cetera Launches IntelligenceEngine: AI Tools for Financial Advisors
Cetera Financial Group has rolled out IntelligenceEngine, an AI-powered platform that helps financial advisors turn client data into actionable insights. The suite focuses on uncovering growth opportunities within existing client portfolios.
IntelligenceEngine combines analytics, planning technology, and client engagement tools into a unified platform. Its purpose is to provide advisors with clear insights to strengthen client relationships and increase assets under management. This platform is Cetera’s branded version of their Share of Wallet Suite, which integrates proprietary and third-party solutions to identify and activate revenue opportunities efficiently.
How IntelligenceEngine Supports Advisors
- GrowthLine Commercial Activation Engine: Identifies market opportunities and prioritizes client segments for targeted outreach, helping advisors engage dormant clients and optimize wallet share.
- Jump AI Software: Uses natural language processing to capture key insights from advisor-client meetings, including action items and behavioral signals that feed into GrowthLine’s outreach strategies.
- AdviceWorks Account Aggregation: Enables clients to link external accounts, giving advisors a full view of household assets.
- Financial Planning Tools: Integration with MoneyGuide and eMoney software allows comprehensive household asset reviews and uncovers missed opportunities.
- Financial Plan Design Group: Creates customized plans that highlight new asset potential and improve advisor efficiency.
- Advanced Time Segmentation: Provides a structured approach to retirement income aligned with client goals.
Christian Mitchell, Cetera’s chief solutions officer, explained that IntelligenceEngine helps advisors scale meaningful conversations and achieve measurable growth from their current client base. The platform strategically connects data, planning, and action, driving efficiency and results.
Earlier this year, Cetera partnered with Jump to integrate its AI meeting assistant, boosting scalability and compliance in advisor operations.
Financial professionals looking to enhance client engagement and asset growth can explore how AI tools like IntelligenceEngine streamline workflows and identify new revenue channels.
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