MarketingCentral
from Cetera Financial Group (MarketingCentral)
Marketing automation and CRM platform featuring multi-touch email campaigns, social media, print, presentations, events marketing tools, FINRA-reviewed content library with videos, infographics, articles, quizzes, calculators, and customizable templates for financial advisors.
Category:
Lead Management Software
Tools for capturing, qualifying, tracking, and converting prospective client leads through the sales pipeline, with integration to CRM systems and marketing platforms.
MarketingCentral
Specialized CRM platforms designed for wealth managers to track client interactions, manage relationships, document client goals, and track progress against financial plans. These systems often include compliance features and integration with portfolio management tools.
MarketingCentral
Publicly available data.
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