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Financial Technology Year

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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.
Is this your Company
Category: Lead Management Software
in: Business Development and Marketing
Tools for capturing, qualifying, tracking, and converting prospective client leads through the sales pipeline, with integration to CRM systems and marketing platforms.

MarketingCentral


Category: Client Relationship Management (CRM) Systems
in: Wealth Management
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


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