Wealth InFocus is revolutionizing digital and print client communications and increasing investor engagement with a simpler, more intuitive, and actionable experience resulting from investor research and inventive design.
FREMONT, CA: "Wealth InFocus is a cutting-edge communications experience that is already improving client engagement, enhancing investor connections with advisors and driving digital transformation, which makes Cetera even more unique in a crowded, legacy landscape. We are excited to be the first firm to go live with this innovative communications experience and are empowering our clients and their financial well-being with the information that is most important to them while delivering solutions to our advisors that reinforce the value they bring to their clients. This underscores Cetera's deep commitment to providing our financial professionals with simple and impactful solutions, so they have more time to grow their practices, enjoy their families and serve their clients." says Tom Gooley, COO of Cetera.
Broadridge Financial Solutions, Inc., one of the global leaders in financial technology, unveiled Wealth InFocus, a next-generation wealth communications experience built on investor research, with Cetera Financial Group (Cetera) as its first client. The goal was to get investors more involved, give advisors more power, and speed up the digital transformation of the wealth management industry.
Wealth InFocus focuses on the investor by combining, summarizing, and showing the most important information from different account and regulatory communications, such as statements, confirmations, proxies, and prospectuses. Wealth InFocus replaces traditional, static communications with a new, more complete experience. It helps to make it easier for investors to access and understand account details, giving advisors new ways to show their clients how valuable they are and talk directly with them. Investors can get in touch with an advisor quickly and safely, look at key account information, get insights, and review action items and events through channels like email, text, microsites, and print, depending on their preference.
