Beacon’s broker-dealer clients rely on our more than 50 years of combined hands-on experience in all facets of the industry. We provide them with expertise in information strategy and solution procurement. Beacon’s On-Call team leverages the same knowledge and experience to provide:
- Comparative knowledge to differentiate your solutions
- Candid appraisals of your product strengths and weaknesses within the different market segments.
- Extraordinary focus and resources to support specific market or sales initiatives.
- Expertise in creating and structuring business partnerships and alliances.
- An independent SWAT Team who can offer vendor-agnostic support to your customers facing critical business, information or technology decisions.
- A highly skilled anonymous intermediary for sensitive fact finding.
Does your firm have:
- A reliable source of intelligence on how your customers, prospects and competitors think about you?
- An understanding of what will make your product a “must have” for prospects?
- A clearly articulated plan and resources to achieve the next level for your business?
Do you know who your best potential prospects are? How will you win their business?
You can never be as critical of your products, skills or reputation as your customers or competitors can. Not understanding how you compare to your competition is a serious disadvantage in the battle to win new business. It is essential to appreciate what your customers or prospects are thinking for you to be able to meet their needs and improve your own value proposition.
In February 2008, my partner and I acquired the rights to software that automated compliance for brokerage firms and named it Subserveo. Success came when we changed the model from enterprise software to Software as a Service.
I met Chip Kispert at an industry event and from day one; we realized he “got it”. He not only understood the depth and breadth of our marketplace and he immediately got our value proposition. Since he “lived” financial services, he was able to offer suggestions and give feedback that helped us “steer the course”.
In many ways, starting a new venture focused on the financial services sector in 2008 could have been viewed as bad timing. We were fortunate to provide a solution that helped firms stay compliant and we grew exponentially. The company was sold in June 2011 to DST Systems.
-Michael Hagerman, Former Chairman of Subservio
Beacon’s On-Call program lets you economically harness the same industry expertise that your customers and prospects rely on to guide their technology decisions. You are able to leverage our experience, relationships, analytic and strategic skills on a continual “on-call” basis. We deliver the resources you need, when you need them. Now, you can utilize the same process used by your customers and prospects to:
Gain a deeper understanding of the opportunities in the market, the segments you should be focused on – and how to win their business.
Identify who you are really competing with and how these competitors sell against you.
Pinpoint the different decision drivers represented by a prospect’s senior management team and how to satisfy them when competing for business.
Create the optimal ecosystem of partners, alliances and suppliers to exploit your strengths and compensate for your weaknesses.
On-Call Services Menu
Market Intelligence. An unbiased source for the intelligence you need to make objective well-informed strategic decisions and evaluations at all levels of your organization. Our research-based approach offers a perspective unparalleled in the industry.
Marketing/Sales Strategy Counsel. Whether your concerns relate to a single major opportunity or your entire product line, we deliver thought leadership, brand awareness and competitive insight to differentiate your services and create a winning sales strategy.
Sales and Marketing Evolution. Building on our experience with broker-dealers during the vetting and selection process, this service examines your existing process and output, improving deliverables that make more powerful presentations. We help you develop messaging that will differentiate your firm by addressing the range of decision drivers that exist across the multiple constituencies within a broker-dealer organization.
Critical Issue Customer Support. Beacon provides a consulting resource for your customers facing critical business, information or technology issues that you may lack the expertise to address. Our independent thinking and vendor-agnostic approach increase customer satisfaction and loyalty while often expanding your “share of wallet” through greater utilization or broader adoption of your services by the customer.
Bench Strength. We provide access to the Beacon Strategies Independent Contractor Network (BICN). This network is made up of broker-dealer, clearing firm, and solution provider executives, developers, operational experts and marketing professionals that have been vetted and can be assigned project work on a temporary or semi-permanent basis.
Marketing Strategy Development and Implementation. The full spectrum of marketing strategy services within the BICN can be tailored to execute your marketing strategy and implement programs for your sales professionals to increase their success.
Product Development Services. Our unique expertise enables us to help you tailor a product roadmap that recognizes and addresses the intimate relationship between your current and future customer’s business needs. By providing thought leading information technology, we can assist your customers to flourish in the dramatically changing business and regulatory environment.
Corporate Strategy Development Services. Our Industry knowledge and deep experience in corporate strategy development provide a critical resource that can work with any combination of your senior management team, board or investors to develop options and create a strategy that will maximize the value of your company.
Concierge Link. Leverage our deep set of relationships within the marketplace to strengthen your business alliances. We will make introductions to like minded firms that offer complementary solutions and are culturally similar.
Contact us today if you are interested in discussing how to become your toughest critic. We can be reached at: info@beaconstrategiesllc.com or 720-227-4595.
