Cetera Financial Group
2301 Rosecrans Ave. Suite 5100,
El Segundo, 90245, CA,
United States
El Segundo, 90245, CA,
United States
1 866-489-3100
Banking and Financial Services
Cetera Financial Group Technographics
Cetera Financial Group Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Cetera Financial Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1832 Cetera Financial Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Cetera Financial Group has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2008, Oracle Cloud HCM Benefits for Benefits Administration in 2019, Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) for Analytics and BI in 2013 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Cetera Financial Group is running and its propensity to invest more and deepen its relationship with Oracle , SAP , ADP or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Cetera Financial Group revenues, which have grown to $1.00 billion in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Cetera Financial Group intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Cetera Financial Group Tech Stack and Enterprise Applications
Cetera Financial Group ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2008 | 2008 |
In 2008 Cetera Financial Group implemented Oracle NetSuite ERP as its ERP Financial system to consolidate core finance and accounting functions. The deployment was positioned to support finance operations for the firm’s approximately 1,832 employees and to establish a single financial ledger for corporate and advisory business units.
The Oracle NetSuite ERP implementation focused on standard ERP Financial capabilities, including general ledger configuration, accounts payable, accounts receivable, billing and revenue recognition workflows, fixed asset accounting, and financial reporting. Configuration emphasized automated period close workflows, centralized chart of accounts design, configurable approval workflows, and audit trail instrumentation to support regulatory and audit readiness.
Operational coverage targeted end to end record to report and order to cash flows, aligning advisory billing and commission posting with core accounting ledgers and treasury interfaces. The Oracle NetSuite ERP instance was provisioned to serve finance, accounting, treasury, and billing functions across Cetera’s U.S. operations, with role based access controls and segregation of duties enforced at the application layer.
Governance activity centered on standardized month end close procedures, formalized journal entry review and approval, and a controlled change management process for financial configurations. The implementation emphasized policy driven financial controls, system level audit trails, and workflow automation to reduce manual reconciliation work across finance teams.
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Expense Management | ERP |
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2010 | 2010 |
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Cetera Financial Group HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Cloud HCM Benefits | Benefits Administration | HCM | n/a | 2019 | 2019 |
In 2019, Cetera Financial Group implemented Oracle Cloud HCM Benefits to centralize Benefits Administration within its broader Oracle HCM Cloud environment. The implementation is positioned as the company level benefits administration and employee self service layer, supporting HR benefits workflows and plan configuration for Cetera Financial Group, a Banking and Financial Services firm.
The Oracle Cloud HCM Benefits deployment was configured alongside other Oracle HCM modules including Oracle Core HCM Cloud, Global Payroll Cloud, Oracle Workforce Compensation Cloud, Performance Management, Oracle Recruiting Cloud, Oracle Onboarding, Oracle Learning Cloud, Employee Self-Service, Manager Self-Service, and OBI and OTBI reporting. Configuration work emphasized benefits enrollment workflows, eligibility rule sets, plan configuration and integration into employee and manager self-service interfaces, reflecting common Benefits Administration functional patterns.
Integrations and operational coverage tied Oracle Cloud HCM Benefits into Ceteras broader HR ecosystem, with explicit operational links to Novatime for time and labor, Fieldglass for contractor management, Legacy Taleo for recruiting and learning data, Orginio for org charting, and identity support for SSO. The Head of HR Information Systems served as the primary HCM application leader, coordinating with applications support, the active batch team, IT help desk, and information security, and overseeing an offshore HR shared services team.
Governance and release management were formalized through quarterly Oracle upgrade meetings, change control processes, and issue resolution routines involving business process owners, vendors, consultants, Oracle representatives, and IT. The HR technology leader also led integrations for three mergers and acquisitions and managed a separate conversion of 1600 plus employees from Taleo Recruiting and Taleo Learn to Oracle Recruiting Cloud and Oracle Learning Cloud, a project completed in six months on target and on budget.
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Compensation Management | HCM |
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2019 | 2019 |
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Core HR | HCM |
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2017 | 2018 |
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Learning and Development | HCM |
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2019 | 2019 |
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Onboarding | HCM |
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2019 | 2019 |
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Payroll Tax Compliance | HCM |
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2017 | 2018 |
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Payroll | HCM |
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2017 | 2018 |
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Performance and Goal Management | HCM |
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2019 | 2019 |
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Recruiting, Applicant Tracking System, Candidate Relationship Management | HCM |
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2020 | 2020 |
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Time and Attendance | HCM |
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2019 | 2019 |
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Cetera Financial Group Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) | Analytics and BI | Analytics and BI | n/a | 2013 | 2018 |
In 2013, Cetera Financial Group implemented Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) in the Analytics and BI category. The rollout centered on Microsoft SQL Server 2008 Reporting Services for dynamic report delivery and centralized report publication across Cetera's reporting and analytics functions.
The implementation delivered dynamic reporting solutions built with SSRS, including drill down reports, drill through reports, matrix reports, parameterized reports, and cascading parameterized reports. Report development emphasized parameter-driven report design and interactive reporting patterns common to enterprise BI, with SSAS used for analytical modeling and SSIS used to orchestrate ETL feeding reporting datasets.
Operational practice included active monitoring and tuning of report performance through analysis of report execution plans and query execution behavior. Governance activity focused on report performance management and lifecycle controls for published SSRS artifacts, aligning report development, ETL orchestration, and analytical model updates within the Microsoft SQL Server stack.
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Cetera Financial Group Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2021 | 2021 |
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Cetera Financial Group CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2014 | 2014 |
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Account Based Marketing | CRM |
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2023 | 2023 |
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CRM | CRM |
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2020 | 2020 |
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CRM | CRM |
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2021 | 2021 |
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Customer Experience | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2014 | 2014 |
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Marketing Automation | CRM |
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2014 | 2014 |
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Cetera Financial Group EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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EPM | EPM |
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2017 | 2018 |
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Financial Consolidation and Close | EPM |
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2018 | 2018 |
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Cetera Financial Group ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2015 | 2015 |
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Remote Monitoring and Management | ITSM |
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2020 | 2020 |
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Cetera Financial Group TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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Cetera Financial Group IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2023 | 2023 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2015 | 2015 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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Digital Workspace | IaaS |
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2013 | 2013 |
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Cetera Financial Group CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2015 | 2015 |
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IT Decision Makers and Key Stakeholders at Cetera Financial Group
| First Name | Last Name | Title | Function | Department | Phone | |
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Director, FP&A - Systems, Data & Analytics | Director | IT | |
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Director IT - Enterprise Data & Strategy | Director | IT | |
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Data Manager, Due Diligence | Manager | IT | |
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CEO | CXO | Finance | |
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Chief Technology Officer | CXO | IT | |
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Chief Marketing Officer | CXO | Marketing | |
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Chief Financial Officer | CXO | Finance | |
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Vice President, Audit | VP | Risk | |
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Director, Financial Planning & Analysis | Director | Finance | |
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Vice President,Head of Application and Data | VP | IT | |
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Chief Information Officer | CXO | IT | |
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Procurement Specialist | Manager | Procurement | |
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Director of Finance, Reporting & Data Analytics | Director | IT | |
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Executive Vice President and Chief Operating Officer | CXO | Finance | |
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Director of Application Development | Director | IT | |
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Director, Contract and Procurement | Director | Procurement | |
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Executive Vice President, Chief Information Officer | CXO | IT | |
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Director of Procurement | Director | Procurement | |
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Treasurer | Manager | Treasury | |
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Chief Human Resources Officer | CXO | HR | |
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Head of HR Information Systems | Director | HR | |
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Head of Total Rewards and HR Operations & HR Acquisitions Lead | Director | HR | |
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Payroll Manager | Manager | Finance | |
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Senior Human Resources Business Partner | Manager | HR | |
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Apps Being Evaluated by Cetera Financial Group Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Cetera Financial Group IT executives and key decision makers. This section highlights Cetera Financial Group's latest recorded technology evaluations, including Nymbus Core for Core Banking on 2026-02-26. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Cetera Financial Group digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-02-26 | Cetera Financial Group | Evaluated | Nymbus | Nymbus Core | Core Banking | ERP Services and Operations |
FAQ - APPS RUN THE WORLD Cetera Financial Group Technographics
Cetera Financial Group is a Banking and Financial Services organization based in United States,
with around 1832 employees and annual revenues of $1.00 billion.
Cetera Financial Group operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Oracle Cloud HCM Benefits and Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting),
covering areas like ERP Financial, Benefits Administration and Analytics and BI.
Cetera Financial Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle and Microsoft.
Cetera Financial Group recently adopted applications including
6sense Account Engagement Platform in 2023, Lumen Cloud (ex CenturyLink) in 2023 and Lumen CDN in 2023,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Cetera Financial Group’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Cetera Financial Group’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Cetera Financial Group technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.