Cetera Partners with to Expand Automation Capabilities

Posted on Friday September 16, 2022

Our Partnership will enhance home office, financial professional, and investor experiences

Palo Alto, California – September 21, 2022 – Cetera Financial Group, one of America’s largest networks of financial professionals, has partnered with, the award-winning Autonomous Enterprise platform, to co-create an Automation Center of Excellence (CoE). The integrated enterprise-level platform will empower innovative investor experiences that represent Cetera’s commitment to delivering leading solutions to financial professionals.   

“We are constantly identifying new ways to improve experiences for our financial professionals, and we are pleased to partner with to implement process automations to enhance our service offerings,” said Brent Gaddis, Head of Strategic Operations at Cetera. “Together with, we can better automate key features of our business as we continue to identify new opportunities to help our financial professionals succeed. This partnership demonstrates Cetera’s commitment to implementing advanced tools and technologies to help our financial professionals thrive in all aspects of their business and we look forward to many benefits to come.”

“We are pleased to partner with Cetera to develop and deliver a robust CoE, which will help reduce time to market and increase operational efficiencies for them,” said Crystal Andrus, Head of Client Success at “Through our partnership, we can more efficiently and effectively identify and quantify opportunities and prioritize them accordingly to achieve optimal results. Working to support Cetera’s growth, our platform will add efficiency to complex processes, and accelerate their journey toward the future of enterprise autonomy.”

Powered by’s Autonomous Enterprise platform, the Automation CoE will empower Cetera to accelerate the automation of key business processes, while further enabling financial service professionals to build deeper and more meaningful relationships with their clients. The platform helps to create a more seamless investor experience by reducing manual effort, errors, and risks.’s Autonomous Enterprise platform helps enterprises move away from a fragmented approach to automation and achieve ROI faster.


Cetera Financial Group (Cetera) is a leading financial services firm whose purpose is to enable the delivery of best-in-class financial advice to as many Americans as possible. Cetera empowers its financial professional communities to help clients achieve their version of financial wellbeing through the Advice-Centric Experience®. Cetera proudly serves independent financial professionals, tax professionals, banks, and credit unions in providing wide-ranging financial planning and wealth management services.

Cetera oversees approximately $353 billion in assets under administration and $122 billion in assets under management, as of December 31, 2021.



Founded with the mission to radically change how enterprises achieve autonomy by automating complex business processes,’s intelligent automation platform empowers business users to adapt to change and innovate faster. The integrated platform employs the cognitive capabilities of no-code-based software development, Intelligent Document Processing, Natural Language Processing, RPA, Machine Learning, and AI along with an overarching human-in-the-loop approach to power the next generation of enterprise applications. Built on this platform,’s HyperApps (as-a-service) are pre-packaged automation applications that can be extended across the enterprise to accelerate end-to-end automation.

Fortune Global 500 companies, Big4 consulting firms, and global leaders in Banking & Financial Services, Media & Advertising, Manufacturing, Telecommunications, Finance & Accounting, and Travel industries have been using’s platform to achieve operational excellence, improve customer experience, and realize the true value of digital transformation.


Media Contacts:

Ryan Hoffman
Director of Public Relations
Michael Partnow
Group President, Wealth Management