AI doesn't just recommend your brand to customers.
It quotes your fees and fund performance.
It walks customers through account opening.
It shapes how prospects judge your credibility.
Beacon shows enterprise teams how AI represents their brand across the entire customer journey.
Where AI meets your customers
““Best robo-advisors for retirement planning?””
““Top wealth management platforms for mid-market?””
““How do your advisory fees compare?””
““Is your platform reliable for large portfolios?””
““How do I open a brokerage account with you?””
““What’s the minimum for managed accounts?””
““How do I reset my account login?””
““What’s covered under my advisory agreement?””
Your team finds out before your customers do.
Four dimensions. One score.
Does AI mention you when it should?
Is the information correct?
Is AI telling the right story?
Can AI agents access your content?
See what AI is telling your customers.
Join the waitlist for early access. No integration required to get started.