Accounting Financial Advising & Planning
$200,000 to $999,999
Jan. 2019 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 4.5

Willing to Refer: 5.0

"It provides a better return on investment."

Apr 29, 2022

Director of IT & Procurement, Entertainment Company

Anonymous

Hospitality & leisure
Honolulu, Hawaii
1,001-5,000 Employees
Survey Response

An entertainment company wanted to address their unique concerns and has hired Cetera Financial Group to automate their processes. The team handles the client's budget, investments, and other legal matters.

Thanks to Cetera Financial Group's help, the client now has quicker and automated processes. Aside from that, their employee productivity is now more efficient. Moreover, the partnership has ultimately resulted in the client's improved ROI.

BACKGROUND

Briefly describe what your company does and your role there.

My company provides entertainment service and food and beverage. I'm the director of internet technologies and procurement.

OPPORTUNITY / CHALLENGE

What were your company's goals when you started looking for a partner?

We wanted a solution that would meet all our unique needs. We wanted to automate the process.

SOLUTION

Describe the scope of your partner's work with your company. Please include a summary of any key tasks or deliverables.

They handle all investment and claims. They adjust our budget accordingly. They handle certain legal maters.

How many people does your company work with?

6-10

How did you find this provider?

Online search

Why did you choose to work with them?

Positive reviews and ratings
Pricing fits our budget
Great culture fit
Good value for cost
Referred to me by a trusted source
Company values aligned

RESULTS & FEEDBACK

What are the results or deliverables of this partnership that demonstrate progress or success?

The process is faster. It makes employees productivity more efficient. It provides a better return on investment.

How does your team communicate with this service provider?

Virtual Meetings
Phone calls
Email or Messaging App
Project Management platform

Are there any areas for improvement or something this service provider could have done differently?

I'd like to be able to consolidate payroll more.

RATINGS

5.0

Cetera Financial Group

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