Beacon Consulting Group, Inc.

Successful investment managers are those that best manage assets, accumulate capital, and deliver superior client service.  Outsourcing can play a strategic role in allowing you to focus on the drivers of your success.  Beacon’s Business Process Outsource Service offers an objective and independent approach to assessing your operations to guide you through the outsourcing decision and execution process.

Transition Without Interruption

Beacon’s outsourcing suitability assessment begins by defining your organization’s goals.  Beacon’s familiarity with service providers allows us to objectively assess your needs and narrow the field to those firms best equipped to be your business partner.  We advise how best to right size your organization and thoughtfully transition functions to the selected outsource provider. 

The most successful outsourcing arrangements are based on speed, seamless integration, and minimal service disruption.  Applying our proprietary methodology and tools, Beacon develops a custom program that ensures an optimal model and transition.

Demonstrated Results:

• Identified non-core operations to outsource
• Reduced timelines for outsource initiatives by 30%
• Redesigned operational environment to maximize areas of expertise and reduce time spent on non-core functions
• Improved internal operations pre- and post-transition to exploit potential opportunities and benefits
• Implemented mutually beneficial Service Level Agreements (SLAs) between the IM and the outsource provider
• Provided additional FTE and cost savings through streamlining processes prior to transition
• Refocused internal resources on value-add services and leveraging potentially limited IT resources