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Cetera Financial Group is one of the largest independent financial broker-dealers in the US. This session illustrates how Cetera applied the Alteryx predictive tools to develop interactive what-if forecast models of their business. Moreover, Cetera expanded their use of Alteryx to incorporate both internal KPIs and external drivers such as correlative macro-economic indicators and key industry variables to refresh forecast scenarios automatically.
William McBride - Director, FP&A, Cetera Financial Group
David Savlowitz - CEO, Competitive Analytics
Michael Ponton - Director of Analytics, Competitive Analytics