Storefront Is The Future of Financial Services Marketing & Compliance
Get the flexibility enterprises need with the compliance and control financial institutions rely on. Stay vendor-independent, simplify omnichannel execution, and cut costs—all without disruption.
Built for Complexity & Performance
Celera Storefront combines cutting-edge technology with deep financial services expertise to deliver unmatched performance.
Advanced Compliance Filtering
FINRA and regulatory compliance automation.
Dynamic Kitting & Distribution
Personalized kits, print/email tracking, and bounce-to-print.
Personalized Content Management
Tailored content delivery to advisors, agents, and marketing teams.
Enterprise Data Structures
Complex firm agreements, product licensing, and precise content tagging.
Financial Marketing Trends
Stay ahead with Celera’s true omnichannel solutions, harnessing key trends.
Personalization
Omnichannel Engagement
AI-driven Analytics
Social Media Integration
Enhanced Content & Video Marketing
Suitability & Compliance at Its Core
Celera Storefront remains the benchmark for compliance and suitability filtering. Our platform ensures sales teams always deliver the right content.
Firm-Product Agreements
Granular Firm Approvals
State, Channel, and License-Based Filtering
PPM Management for Non-registered Securities
Storefront Powerful Add-On Modules
Effortlessly personalize materials during order processing for both eDelivery and print.
Dynamic Templated Documents
Accelerate policy issuance, reduce NIGO delays, and integrate seamless e-signature capabilities.
Intelligent Forms Bundler
Create personalized electronic and print kits quickly with intuitive, user-friendly tools.
Enhanced Custom Kitting
Execute complex marketing campaigns effortlessly across digital and print channels, ensuring accuracy and flexibility.
Bounce to Print Digital Campaigns
Workbench Provides Precision Administration & Revisioning Compliance
Workbench provides precise management of items, kits, and revision control—critical for compliance in financial services and insurance sectors.
Firm-Product Relationship Management
Multi-Tier Firm Management
Granular Item Approval
Complex Licensing & Appointments
Hierarchical Data Structuring
Firm-Product Relationship Management
Effortlessly define and control complex firm-product relationships and licensing arrangements. Precisely manage product availability, set granular firm-level approvals, and maintain comprehensive oversight—ensuring streamlined compliance and accuracy across all sales and marketing activities.
Multi-Tier Firm Management
Efficiently oversee complex firm hierarchies by easily defining permissions, managing strategic and secondary tiers, and streamlining compliance across multiple organizational levels—all from a single, intuitive interface.
Granular Item Approval
Gain precise control over individual item approvals, enabling detailed management of firm-specific permissions, date-driven approvals, and version-level compliance. Ensure every piece of content reaches only the intended, approved audiences.
These are most commonly used for your focused and/or strategic firms.
Complex Licensing & Appointments
Simplify the management of intricate licensing arrangements and advisor appointments across multiple firms. Clearly define and automate compliance rules based on licenses, state-specific regulations, product relationships, and agent affiliations.
Organize your data intuitively with hierarchical structures, to perfectly align with financial services requirements. Effortlessly manage parent-child relationships, nested content elements, and layered data access—delivering accuracy, clarity, and ease-of-use for complex data environments.
Hierarchical Data Structuring
Advanced Reporting & Analytics
Leverage comprehensive analytics for strategic insights into user behavior, marketing effectiveness, and ROI. Celera’s robust, financial services-focused database enables precise, actionable reporting.