About Celera
Celera delivers specialized, comprehensive marketing communications and compliance solutions tailored specifically for the financial services industry. Our innovative technology ensures organizations remain compliant and efficient, allowing clients to seamlessly manage complex regulatory environments and scale their operations effortlessly.
Key Benefits of Partnering with Celera:
Financial Services Focus: Purpose-built platforms expertly handle regulatory complexity, guaranteeing compliance at every stage.
Printer Independence: Collaborate flexibly with any print or fulfillment provider without compromising technology consistency.
Independent & Unbiased: As a technology-driven organization without print dependencies, Celera always places client priorities first.
Modular Licensing: Flexible, scalable licensing tailored precisely to your organization's evolving needs, optimizing both performance and cost efficiency.
Automation at Scale: Powerful, enterprise-grade integrations with Digital Asset Management (DAM), Client Relationship Management (CRM), and other essential tools, ensuring a unified, streamlined operational ecosystem.
Core Strengths
Proven Expertise
With 25 years of deep industry experience in Financial Services and Healthcare, Celera understands your unique challenges and regulatory landscape. Our specialized knowledge in firm-product agreements, agent appointments, and advanced content filtering ensures compliance while streamlining your operational workflows. Celera’s sophisticated tools align your marketing efforts seamlessly with industry standards, providing unmatched reliability and effectiveness.
User-Centric Design
Celera’s platform is meticulously crafted for both advanced and occasional users. Our intuitive interfaces and guided workflows simplify adoption, ensuring efficiency and ease of use. Advanced users benefit from powerful, feature-rich capabilities, while casual users enjoy streamlined, straightforward interactions.
Printer Independence
Celera liberates your organization from dependency on specific print and fulfillment providers, empowering consistent and effective sales enablement tools. Experience the flexibility to collaborate with multiple or local vendors without sacrificing technological consistency or workflow efficiency.
Scalable, Modular Architecture
Celera’s modular framework allows you to license precisely the features your organization needs, optimizing both performance and cost-effectiveness. Begin with baseline print and email distribution capabilities and seamlessly add modules as your business evolves, ensuring flexibility and scalability.
Enterprise-Focused Innovations
Celera delivers targeted innovations designed explicitly for enterprise-level needs, surpassing traditional print-focused solutions. Our capabilities include:
Digital Campaigns with Bounce-to-Print: Integrate and transition smoothly between digital and print campaigns.
Compliant Social Media Publishing: Ensure regulatory compliance and protect your brand's integrity.
Advanced Marketing & Sales Analytics: Drive performance and measure campaign success with powerful, precise analytics.
AI-Driven Insights: Leverage advanced analytics to identify trends and enhance strategic decision-making.
Future-Ready Innovations
Celera continually anticipates and adapts to emerging market trends by incorporating forward-thinking marketing strategies:
Social media integration with compliance oversight.
Dynamic kitting capabilities for tailored and personalized user experiences.
Integrated form bundling and e-signature solutions to minimize errors and accelerate your workflow.
| CELERA FEATURE | STOREFRONT BENEFIT | LARGE PRINT TECH FIRM |
|---|---|---|
| Primary Focus | Celera prioritizes user experience and automated workflows, strategically designed to integrate into financial services ecosystems. | Primarily focused on basic functionality for printed materials and physical pick/pack, driven by print revenue. |
| Longevity and Vision | With over 20 years in financial services, Celera offers a clear 1, 3, and 5-year roadmap, evolving with clients and industry experts to lead in marketing communications. | Innovation remains print-focused, often neglecting eDelivery and user experience due to its adverse impact on revenue. |
| Printer Independence | Celera enables seamless vendor changes with minimal IT involvement. Integrations with DAMs, CRMs, etc. outlast vendor changes and support multiple vendors in a unified platform. | Technology is tightly tied to print execution services and internal operations, limiting flexibility and scalability. |
| Modular Marketing and Compliance Solutions | Celera provides marketing and compliance solutions beyond print, offering easy setup and seamless integration for digital-first organizations. | Lacks innovation and comprehensive eDelivery capabilities. |
How We Measure Up
Why Separate Your Technology from Your Print Vendors?
Separating your marketing communications technology from your print vendor provides flexibility, reduces disruptions, and empowers your organization to maintain consistent tools while switching vendors. Celera ensures seamless transitions, allowing you to collaborate with multiple or local providers, avoid costly replatforming, and prioritize your business needs over print vendor limitations.
Why Celera Outshines Print/Fulfillment Solutions
Celera delivers flexibility, scalability, and innovation that print/fulfillment providers cannot match. By focusing on enterprise-grade integrations, eDelivery solutions, and user-first design, Celera empowers organizations to break free from vendor limitations while maintaining seamless workflows and long-term efficiency.
| Celera Feature | Storefront Benefit | Large Print Tech Firm |
|---|---|---|
| Printer Independent | Enables users to learn and use the UI once, maintaining continuity regardless of changes in print or fulfillment vendors, ensuring a consistent experience over many years. | Requires UI changes with every vendor switch, leading to increased costs and frustration for users and organizations. |
| Printer Independent | Invest once in integration with DAM, CRM, IdP, portals, eDoc solutions, and enjoy long-term benefits without repeated costs. | Repeated costs for integrating DAM, CRM, IdP, portals, and eDoc solutions with every change in print vendors. |
| Printer Independent | Seamlessly integrate with multiple print and fulfillment vendors to suit your organization’s needs. | Limited to working with a single printer or fulfillment provider, restricting flexibility. |
| Not Tied to Print Revenue | Prioritizes the best eDelivery, print, and mailing solutions, free from print revenue-driven preferences. | Focused on driving print and fulfillment revenue, often lagging in eDelivery innovations. |
Why Celera Outshines Print/Fulfillment Solutions
Celera delivers flexibility, scalability, and innovation that print/fulfillment providers cannot match. By focusing on enterprise-grade integrations, eDelivery solutions, and user-first design, Celera empowers organizations to break free from vendor limitations while maintaining seamless workflows and long-term efficiency.
| General Feature | Celera Storefront Benefit | Other Sales Enablement Solution |
|---|---|---|
| Financial Services Focused for 20+ Years | Celera is purpose-built for financial services, with solutions designed around its complexities. We understand your business and speak your language. | General-purpose solutions struggle to address the intricate relationships and data structures unique to financial services. |
| Sophisticated Suitability and Compliance Capabilities | Advanced filtering capabilities tailored to firm-product selling agreements, top firm approvals, reps licensed across multiple firms, and compliance across channels and licenses. | General-purpose platforms offer basic item tagging and filtering, which fail to address complex regulatory and suitability requirements. |
| Integrated eDelivery and Print/Fulfillment | A comprehensive solution that seamlessly handles eDelivery, print/fulfillment, and hybrid orders with equal proficiency, ensuring smooth workflows across all formats. | Primarily focused on eDelivery, with limited expertise or interest in print and fulfillment workflows. |
| Proficient in eCampaigns, Mail, and Bounce-to-Print | Supports high-volume eCampaigns, traditional mail campaigns, hybrid workflows, and bounce-to-print capabilities—all within one streamlined platform. | Often requires multiple tools for sales enablement, eCampaigns, and bounce-to-print, creating inefficiencies and silos. |
| Advanced Kitting Solutions | Sophisticated kitting capabilities, including custom kitting at the order level, nested kits, eKits, hybrid kits, and compliance-driven revisioning tailored for financial services. | General sales enablement solutions lack robust kitting functionality and are not optimized for complex, compliance-based needs. |
| Integration Willingness and Flexibility | Designed to seamlessly integrate and coexist with complementary best-of-breed solutions, providing flexibility to build a tailored ecosystem for your business. | Often prioritize their own ecosystem, delaying or complicating logical integrations to lock clients into their platform. |
Nice to Meet You
Meet the expert team behind Celera, collectively bringing over 200 years of experience in financial services and technology. Our dedicated professionals combine deep industry expertise, innovative thinking, and a commitment to excellence. This extensive experience enables us to effectively address the unique challenges and regulatory environments you face. The result is seamless compliance, enhanced efficiency, and sustained growth for your organization.
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Larry Hitchcock, Managing Director
Larry is a Milwaukee native and seasoned entrepreneur. He spent over 30 years in California, working across startups, enterprises, and venture capital. He now leads Saas Opportunity Capital’s acquisition and portfolio management and Celera’s evolution into Saas, cloud-native offerings.
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Kevin Klein, Chief Technology Officer
A Chicago native residing in Milwaukee for 30 years, Kevin’s tech career began at Strong Funds in 1989, leading major financial system developments and Unix/SQL technology transitions. His experience in equity trading and marketing consulting led to co-founding Celera Systems. As the CTO of Celera, he has been crucial in steering the company through significant technological evolutions and expansion into digital marketing.
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Erin Delacroix, Head of Product & Design
An entrepreneurial Silicon Valley Design and Product veteran, with seven US patents and three industry product design awards (one international), Erin’s been instrumental in launching products used by ~1B+ monthly global users, netting $200B+ in revenue across LinkedIn, MSFT, IGT, World Golf Tour (acq by Topgolf), eBay, One Kings Lane (acq by Bed Bath & Beyond), and Wells Fargo.
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Dave Stroebel, Vice President Client Sales & Support
Dave, a Wisconsin native with a BBA from UW-Milwaukee and an MBA from Concordia University, has over 33 years of experience in IT and software-focused sales, marketing, and product management. Since 2003, he has played a key role at Celera, driving the growth and support of various financial services software products.
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Tim Kannenberg, Vice President Of Engineering
A lifelong Wisconsin resident and graduate of UW-Madison, Tim has spent the past 30+ years developing software for the financial services industry. Since joining the Celera engineering team in 2004, he has been instrumental in building the core of Celera's product line.
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Shawn Holobaugh, Software Implementation Specialist
Shawn, a retired Army vet with an MBA, has 20 years in financial services, focusing on operations, marketing, and sales. With past roles at Nationwide and Toppan Merrill, he's skilled in leveraging technology for efficiency and scalability. He's been applying his expertise at Celera Systems for five years.
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Jeff Dart, Vice President of Operations
Jeff, an Indiana University alumnus with 27 years in financial services in Milwaukee, is a progressive leader known for managing technology-driven, high-performing teams. At Celera since 2014, he's spearheaded initiatives enhancing operational efficiency and financial performance.
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Mark Leber, Business Development
A seasoned Business Solutions Executive with expertise in Sales Enablement and Marketing Communications. His experience spans FSG, Toppan Merrill, and back to FSG, with a focus on FinServe and Pharma Technology solutions. He excels in Digital Delivery, Print Management, Variable Data Printing, Distribution, Sales Enablement, and Direct Mail.