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Cetera Financial Institutions, a self-clearing broker-dealer, has selected investor communications vendor Broadridge Financial Solutions’ Broadridge Mobile solution to functions as the firm’s primary mobile platform, officials say.
The Broadridge Mobile solution will allow the firm to “rapidly deploy a distinctively branded, unified advisor and client experience while leveraging a proven enterprise mobile technology platform,” says Broadridge in a statement.
Broadridge Mobile allows financial advisors to interact with their clients on a single, consolidated platform, which yields dividends for the customer experience as well as data management concerns, the vendor says.
“Delivering information and engaging customers when and how they want to be served is critical to enhancing the experience investors have with our financial institutions,” says Catherine Bonneau, CEO, Cetera Financial Institutions and Cetera Investment Services, in a prepared statement.
“Engaging Broadridge to deliver these services for both advisors and investors is just one of many steps we are taking to deliver enhanced resources and capabilities to our financial institution clients and their retail investors,” Bonneau says.
Cetera Financial Institutions is the marketing name for Cetera Investment Services. Both reside within the Cetera Financial Group, the retail investment advice platform of RCS Capital Corp.
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