You’re in the business of relationships
And we’re in the business of helping you keep them.
Your gifting program says a lot about how you feel
Enhance Employee Engagement
Streamline Your Gifting Processes
Customer Success Story: Cetera
For over two years, Cetera Financial Group has partnered with Loop & Tie to show appreciation for their 1,800+ independent wealth advisors. Many have been with Cetera for 15+ years, and Loop & Tie has made it easy to recognize their dedication with personalized gifts that resonate with each advisor.
By The Numbers
“The gifting program is well received by our advisors and operates seamlessly. In addition, our account management team ensures we are well taken care of, and when there is a problem, they are quick to respond. We look forward to a continued successful partnership with Loop and Tie.”
From Recipients
“Hard to believe it has been 25 years. Thanks for the gift!”
-Dave
“Thank you to the Cetera Leadership team for all the guidance and support over the past 15 years. I welcomed the opportunity to invest in Caring Cetera. Could not think of any better way to recommit to another 15 years of service.”
-Matthew
“Thank you for recognizing the last 15 years of my work! To another 15 years!”
-Lawrence
“This was a very cool experience! Thanks!”
-Rob
“Thanks so much, I really appreciate my time with Cetera and look forward to many more years working with you all!”
-Scott
Why choose Loop & Tie for Gift Appreciation Programs?
Save Time with Efficient Gifting
Loop & Tie’s user-friendly platform simplifies the gifting process, allowing you to manage and send gifts quickly and efficiently. Spend less time on logistics and more time building strong relationships.
Budgetary Oversight & Compliance
Maintain strict adherence to budgetary oversight and regulatory requirements. Loop & Tie’s platform provides detailed reporting and tracking, ensuring your gifting practices comply with industry regulations and your firm’s policies.
Never Forget an Occasion
Ensure no special occasion goes unnoticed. Loop & Tie’s platform allows you to schedule gifts in advance for birthdays, anniversaries, and holidays, ensuring every important date is celebrated.
Diverse Gift Options
With a wide variety of gift choices, Loop & Tie ensures there’s something for everyone, making it easier to cater to the diverse preferences of your staff and clients.
Positive Impact
Loop & Tie partners with purpose-driven brands, so your gifts contribute to positive social and environmental impacts, aligning with your firm’s values.
Get started with Loop & Tie
Ready to enhance your employee engagement and client appreciation strategies with thoughtful gifting? Contact us today to learn more about how Loop & Tie can benefit your financial services firm.
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