Consulting & Services

Our enterprise consulting engagements are built on a foundation of truly understanding the vision your team has for your business.

Our consulting focuses on distinct areas of critical importance to wealth management enterprises. Although these areas of concentration are different, our objective is always the same – to best enable your people to achieve your vision.

Explore Our Enterprise Consulting Offerings

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Whether it is time to take a fresh look at your vision, address an existing pain point, or fill a gap in your infrastructure that presents an obstacle, our years of experience working in the enterprise wealth marketplace enable us to help you isolate the root cause and investigate solutions. We work to ensure that any recommendations consider the needs of your entire enterprise.

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Operation Excellence

Aligning business, service, and platform models is critical to enterprise wealth management success. On a practical level, this challenge involves continuous improvement of internal and vendor processes, data quality, and the overall vendor relationship.  Beacon has developed offerings that address all these different aspects of achieving success for your business.

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As independent observers of the enterprise wealth marketplace, we see where the tides are going and understand the impact of current trends – which makes our marketplace education especially impactful to our customer base. And, for those that are new to the business or roles, our executive coaching programs are demonstratively useful when it comes to career development.

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Solution Provider Services

Let us help you help others. Given our goal of bridging wealth management firms and solution providers, we see both sides of the coin and are uniquely suited to help you as you support businesses in the wealth management space.

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