Our Products

As a new member of our team, we want to make sure that you are familiar with the products and services that we offer to our clients. There are two key products that we offer: Beacon and the Responsible Investing Marketing Certificate.

Beacon

Beacon is our digital marketing and communications platform that enables our clients to create, manage, and distribute content across multiple channels. It was first launched in the UK and has been successful in helping our clients build strong and effective marketing campaigns. We are now expanding Beacon into the US market to help more clients achieve their marketing and communication goals. While Beacon cannot distribute content on behalf of clients, it can show benchmarking data against peers, providing valuable insights into the effectiveness of marketing campaigns. We have quarterly Beacon Connect groups where users of the platform can come together in person to discuss trends and what problems they’re facing in their marketing strategies.

  • A digital marketing and communications platform for asset managers and financial services firms
  • Provides clients with data analytics and reporting tools to track and measure the effectiveness of their marketing campaigns
  • Offers benchmarking data to compare campaign performance against peers
  • Successfully launched in the UK and now expanding into the US market

Responsible Investing Marketing Certificate

This training program is designed to help financial services professionals develop their skills in responsible investing. As you may know, responsible investing has become increasingly important in recent years, and our certificate program is designed to ensure that our clients stay up-to-date with the latest trends and best practices in this field. The program covers a range of topics, including ESG integration and impact investing, and is delivered through a combination of online modules, webinars, and in-person training sessions.

  • A training program designed to help financial services professionals develop their skills in responsible investing
  • Covers topics such as the fundamentals of responsible investing, ESG integration, impact investing, and sustainable finance
  • Delivered through a combination of online modules, webinars, and in-person training sessions
  • Allows participants to complete the program at their own pace
  • Provides a certificate upon successful completion
  • Helps financial services professionals stay up-to-date with the latest trends and best practices in responsible investing
  • Promotes more sustainable and socially responsible investment portfolios