WEALTH FIRMS

VENDOR MANAGEMENT

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Bringing an industry perspective to vendor management that meets regulatory demands and sets the stage for better provider partnerships.

Built for Wealth Management Firms

One Stop for all Vendor Management needs

Pre-Existing Dashboard for Managing the Process

MEET REGULATOR DEMANDS AND MORE – TURN AN EXPENSE INTO A STRENGTH

With increasing regulatory requirements, evolving hybrid working models and the rapidly changing wealth management industry, customer-facing employees feel ill-equipped and under prepared to serve clients.

Our customizable curriculum includes Wealth Management 101, focused on foundational industry elements, continuing education courses, and in-person training options delivered by Beacon Strategies faculty.

Meet regulatory demands for oversight and due diligence

Enhance relationships with providers by setting mutual expectations

Measure adherence and satisfaction with providers

Regulators are increasing their vendor management scrutiny. Wealth firms need to implement a more structured and efficient program for overseeing 3rd party providers. The Solution. Beacon’s Vendor Management Platform for managing 3rd party providers.

DASHBOARDS

A portal supplying access to reporting, reviews, progress of assessments, and templates.

PRE-BUILT QUESTIONAIRES

Standard industry templates and can tailor them to match their 3rd party provider reviews.

UNIFIED PLATFORM

The platform organizes and manages the experience using automation for the customer and provider.

AS THE INDUSTRY CONTINUES TO EVOLVE, FIRMS ARE FACING INCREASING HEADWINDS

Chip Kispert founded Beacon Strategies, LLC in 2006 to help wealth management firms and solution providers meet these challenges with thought provoking roundtables, experienced consulting services, and next generation products and services.

Since opening the Beacon doors, Chip and the Beacon team have become the central repository and bridge to the ever-evolving network of products and services available to wealth firms.

We’re excited to share with you our suite of operational, educational, consulting and practice management product offerings designed to support your firm’s growth goals and employee development.

To Learn More about Vendor Management and Beacon Strategies

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