Explore Our Operation Excellence Offerings
Process Optimization
High achieving businesses run smoothly. To achieve this, you need to maximize process automation and corresponding measurement. The Beacon team designs electronically validated investor, advisor, and operational journey mapping, which weaves together process, technology, and data management. All these efforts leverage automation and robotics as they work toward supporting the digitization of sales, operations, compliance, and management workflows.
Vendor Evaluation & Procurement
Beacon’s team of specialists are here to help you find the perfect solution partners that meet your requirements. We work with you to refine the scope of your project and requirements and then curate a list of providers, both existing and new, that could help. We concierge your due diligence process with our Beacon Vendor Review Process, which incorporates qualitative and quantitative review – think RFP and RFI. Then when a decision is made, we assist in getting your firm the best economic value possible (we also help with Schedule A’s).
Vendor Management
Beacon offers a proprietary vendor management methodology and technology platform overlay, which supports SEC & FINRA oversight demands and requirements. Our proprietary Vendor Scorecard system can be used to easily manage and mitigate risks to your clients’ data and daily operations. The entire service is designed to create and evolve vendor relationships into strategic partnerships.
