It's time to get prescriptive.
Stop pummeling your salespeople with new data and start providing trended sales insights with the right leads and the right talking points to help them drive business.
We know retirement.
We are the retirement experts. Whether your client is a plan sponsor, retirement advisor, or a platform, we can help you know your client better by combining Beacon’s unrivaled plan-level intelligence with your data for the most comprehensive insights.
Got Data? No problem.
Sometimes high value data already exists within your organization, but it is restricted to channel or operational silos unavailable to you. Break down the walls and liberate your data for use across business lines and functions and make a huge impact in how data is used, consumed, and leveraged within your firm.
Solutions for every role.
Distribution
Build and strengthen powerful pipelines with up-to-date information for any plan, advisor, provider, fund, or asset manager across any channel.
Finance
Consolidate all data affecting your bottom line, and enable your team to see not only what's happening today, but proactively address what lies ahead.
IT/Data Management
Harmonize data management while maximizing the ROI of current data investments by seamlessly integrating all data sources into a single version of truth.
Operations
Bridge operational silos and improve collaboration with decisions makers with consolidated operational and customer data from every corner of the organization.
