Services
We’ve done the work for you, saving your firm the months of staff time to interview, analyze and compare the various vendor solutions and products proliferating the industry. We help you find and implement the right tools that fit your business needs and goals.
Consulting
Providing independent advice to make and implement business and technology decisions. We’ll work with your proprietary system(s) to create your desired platform or work with external products to complete the solution. We can take the helm and help chart your future course or serve as crewmembers to help your firm execute its strategic vision. Using our Beacon Strategies Approach, in conjunction with our proprietary Lighthouse methodology, we dive through the deep layers of your business, revealing possible hazards and illuminating solutions. Our methodology utilizes the best in class processes such as CMMI and IQMS.
Industry Market Research
The Beacon Reports: Strategic and Tactical reports consisting of comprehensive assessments and comparisons/contrasts of solutions vendor provider profiles for the front office, back office and business reporting layer of your business.
Includes The Beacon 100, our comprehensive map to individual and bundled solution vendor features for functionality, and integration questions regarding front office, back office, and reporting solutions.
Business Acquisition & Linking
With our extensive network of business relationships, Beacon Strategies can spotlight partnerships that complement or enhance your firm’s strategic direction.
Marketing Agency Services
Beacon Strategies has developed a process-driven financial services marketing and communications approach targeted to the needs of our clients. Our marketing team will create a competitive advantage for your firm in the financial services marketplace by focusing resources in ways to produce the greatest returns.