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Cetera Financial Group Chooses Award-Winning Qualtrics CustomerXM

Last updated:  November 2, 2020

SALT LAKE CITY and SEATTLE, November 2, 2020 — Qualtrics, the leader in customer experience and creator of the experience management category, today announced that Cetera, a leading financial advice firm, has selected Qualtrics CustomerXM™, delivered in partnership with Walker.

“Experience management has become a competitive differentiator for financial services as organizations capture customer feedback across multiple channels – from physical retail locations to customer care support,” said Brian Stucki, EVP and GM of CustomerXM and BrandXM, Qualtrics. “Organizations that leverage Qualtrics’ system of action with capabilities such as predictive analytics and automated workflows create the breakthrough experiences that customers will reward and remember.”

CustomerXM allows companies to predict, deliver, measure, and respond specifically to customer needs, in order to improve the customer experience and impact key business outcomes such as customer lifetime value, acquisition, and retention. To learn more, visit

About Qualtrics

Qualtrics, the leader in customer experience and creator of the Experience Management (XM) category, is changing the way organizations manage and improve the four core experiences of business––customer, employee, product, and brand. Over 12,000 organizations around the world are using Qualtrics to listen, understand, and take action on experience data (X-data™)––the beliefs, emotions, and intentions that tell you why things are happening, and what to do about it. The Qualtrics XM Platform™ is a system of action that helps businesses attract customers who stay longer and buy more, engage employees who build a positive culture, develop breakthrough products people love, and build a brand people are passionate about. To learn more, please visit