Industry Market Research
Beacon’s Research group is focused solely on evolving the way broker-dealers and their advisors operate their businesses. The Beacon Reports deliver expansive industry intelligence for those looking to better understand the marketplace and potential solutions providers’ profiles and chemistry.
THE BEACON REPORTS
The Beacon Reports provide broker-dealers and advisors with detailed industry perspectives and vendor product solutions analysis. No one else in the industry has spent the time and effort to truly understand the independent solutions as in-depth as Beacon Strategies Reports are organized in three formats: Strategic, Tactical, and Contrast. Each report contains the history, evolution, players and solutions provider profiles.
Four strategic reports will be provided annually on: Front Office, Back Office, The Business Reporting Layer and BroadSide, which is our exclusive offering, delivering critical “thought leading” insight on a hot topic within the financial services community.
Strategic reports deliver industry perspectives on front office, back office and the business reporting layer, plus a current perspective on the state of the industry. These quarterly reports incorporate trends, vendors, and the reading of the proverbial tealeaves.
Tactical reports detail specific sub-categories using our Lighthouse methodology as a guide. Examples may be the review of vendors in any one of these areas impacting broker-dealers and their advisors: CRM, Data Aggregation, Compliance
To view the most recent Beacon 100 studies, go here.
The Beacon 100 is a broker-dealer’s comprehensive map to individual and bundled solution vendor features, functionality, and integration questions. To date, we have interviewed over 100 vendors delivering front office, back office, and reporting solutions, and watched their demonstrations multiple times. We asked over 100 survey questions focusing on core elements of the solutions providers’ business. By doing this, we created a landscape on which solutions vendors sit next to each other providing an easier method to compare/contrast product offerings.
To view the most recent Beacon 100 studies, go here.
Commissioned reports utilizing specific data sets are also available. The NorthStar Reports are individual studies commissioned by broker-dealers to determine particular information sets. Examples have included: front-office portals, specific competitor(s) analysis and intelligence, comparative compliance, data aggregation review, and the creation of business logic based products.
This information will save your firm thousands of dollars in the personnel-hour costs it takes to interview vendors and evaluate products in-house. Furthermore, our years of experience have developed a review process that incorporates the capture of hundreds of data points, detailed demonstrations, and extensive question and answer sessions with the vendors. Literally, we have put thousands of hours into our reviews.
Our analysts, who average 20 years of financial services experience, have vast experience working with/for broker-dealers. . Our broad-based understanding of the big picture, as well as the detailed knowledge necessary to run a broker-dealer, allow us to structure our data into information you can use to make decisions
Our experience also delivers deep relationships with people in the industry. Our relationships built as an independent 3rd party are with the leaders of organizations. This gives us access not only to the technology, but to the inner sanctum where we are privy to future direction and other pieces of intelligence.