Cetera Financial Group has introduced IntelligenceEngine, a new AI-powered platform designed to equip financial advisors and institutions with the tools they need to drive growth through smarter use of client data. The comprehensive suite combines advanced analytics, planning tools, and engagement capabilities to help advisors identify and act on new revenue opportunities within their existing client base.
Developed to meet the evolving needs of modern advisors, IntelligenceEngine integrates seamlessly with proprietary and third-party solutions to streamline data insights into meaningful action. The platform enhances client relationships and helps advisors position themselves as primary financial partners by offering deeper visibility into client portfolios and unlocking previously overlooked potential.
“With IntelligenceEngine, we’re enabling advisors to scale meaningful conversations and drive measurable outcomes from their existing client base,” said Christian Mitchell, Chief Solutions Officer at Cetera. “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.”
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At launch, IntelligenceEngine introduces a robust feature set including:
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GrowthLine™, Cetera’s proprietary activation engine that prioritizes client segments and automates outreach based on real-time insights.
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Jump AI, which uses natural language processing to extract actionable takeaways from advisor-client meetings, feeding into GrowthLine for follow-ups.
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AdviceWorks® Account Aggregation, giving advisors access to held-away assets for more holistic financial guidance.
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Financial planning integrations with MoneyGuide and eMoney to evaluate full household net worth and uncover new advising opportunities.
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Financial Plan Design Group, Cetera’s in-house team offering customized plans to free up advisor bandwidth and trigger new engagement points.
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Advanced Time Segmentation®, a retirement income strategy that personalizes portfolios according to time-based income needs.
With IntelligenceEngine, Cetera is positioning itself at the forefront of data-driven financial advising, offering a platform that helps advisors not only visualize client potential but also act on it with precision and scale.
