Beckon for Financial Services

Rock-solid data + insight that works with everything you’re already using.

Banks, insurance companies and brokerages thrive on stability, longevity and enduring relationships. But these qualities aren’t always conducive to the speed, innovation and rapid growth that the razor-thin margins in financial services call for.

Consequently, as a marketing leader in financial services, you take the time to teach your organization what marketing is and why it matters, even as you do the critical work at hand—delivering great marketing and robust sales for multiple lines of business. You also help your marketing operations, analytics and data teams battle home-grown, legacy systems left over from years past, and interface with IT teams rightly focused on regulations, security and compliance above all. Marketing and performance measurement at a financial services company? It’s heroic work.

Why Beckon for Financial Services?

Beckon ingests all your spend and performance data—including sales and offline data from branches and call centers—into a clean, trusted data hub that powers analysis and reporting.

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We partner with your agencies to automatically flow agency spend and performance data into Beckon for transparent, integrated analysis and reporting.

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Normalized data powers benchmarking—brand-to-brand, region-to-region, campaign-to-campaign—so you can quickly see what’s working best and double down.

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Financial services best-practice reports built right in for quick, insightful analysis. Or, use the flexible reporting platform to build your own scorecards and dashboards.

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Get your teams and agencies all working on the same page with analysis templates and view-only reports that reinforce goals and KPIs consistently and transparently.

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See how you’re tracking across the customer journey at a glance, and get early warnings of dips in performance so you can take action before problems hit downstream.

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Use our next-level marketing dashboards to bring together data, images, rich media and the voice of the customer in a powerful story of marketing performance.

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Beckon is enterprise-grade, SOC 2 Type II-compliant software designed with security and scalability top-of-mind, and integrates easily with homegrown and legacy systems.

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Account-level customizations support your fiscal year, preferred currency and custom calendar configurations, including 4-4-5 calendars.

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Beckon is your trusted partner every step of the way, with long financial services experience and a deep understanding of industry data sources and diagnostics for performance.

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Want to unlock your marketing data, to unlock insight, to unlock growth? Get in touch—we’d love to connect.