The Trutelic Beacon™ (CMS)

The Trutelic Beacon™ is a Fully Responsive, Multi-channel Content Management System integrated into the Trutelic iOP™ platform.  It empowers your firm and teams to break  your  brand "out of the box" and  target client segments across all key channels.

Engage: Your Target Client Relationships

Develop  a best-in-class lead development program for the firm and teams!​

  • Website Design fit for any Device
  • Blogging, Videos, and Events Publishing
  • Social Media,
  • Email, and Newsletter Management

Interested? Get a Tailored Demo!

Digital Marketing Communications Manager

  • No more fragmentation - Integrated platform with web, social media, and email tools
  • Speed up approvals - Outbound communications are executed in real-time
  • Grow the business - solves prevalent problem - how to generate leads from online activities
  • More growth! - new ways via search engine optimization and multi-channel reach
  • Best in class - full digital integration capabilities with lower maintenance expense
  • Improve quality - one system vs. many saves time, money and improves quality of engagement

Social Media

  • Publishing - Automated publishing for all social channels
  • Automated Linking - Links to blogs and inbound marketing capability
  • Supervision - pre and post post-release reviews with supervisory auditing
  • Brand Alerts - brand and keyword tracking with alerts to stay on top of social activity
  • Firm or Field Usage - Scalable for firm and field users

Communications Archiving

  • No more fragmentation - Integrated platform with web, social media, and email tools
  • Speed up approvals - Outbound communications are executed in real-time
  • Grow the business - solves prevalent problem - how to generate leads from online activities
  • More growth! - new ways via search engine optimization and multi-channel reach
  • Best in class - full digital integration capabilities with lower maintenance expense
  • Improve quality - one system vs. many saves time, money and improves quality of engagement

Responsive Blogging

  • No more fragmentation - Integrated platform with web, social media, and email tools
  • Speed up approvals - Outbound communications are executed in real-time
  • Grow the business - solves prevalent problem - how to generate leads from online activities
  • More growth! - new ways via search engine optimization and multi-channel reach
  • Best in class - full digital integration capabilities with lower maintenance expense
  • Improve quality - one system vs. many saves time, money and improves quality of engagement

Digital Channel Compliance Management

  • No more fragmentation - Integrated platform with web, social media, and email tools
  • Speed up approvals - Outbound communications are executed in real-time
  • Grow the business - solves prevalent problem - how to generate leads from online activities
  • More growth! - new ways via search engine optimization and multi-channel reach
  • Best in class - full digital integration capabilities with lower maintenance expense
  • Improve quality - one system vs. many saves time, money and improves quality of engagement

Email and Newsletter Management

  • No more fragmentation - Integrated platform with web, social media, and email tools
  • Speed up approvals - Outbound communications are executed in real-time
  • Grow the business - solves prevalent problem - how to generate leads from online activities
  • More growth! - new ways via search engine optimization and multi-channel reach
  • Best in class - full digital integration capabilities with lower maintenance expense
  • Improve quality - one system vs. many saves time, money and improves quality of engagement

Marketing Automation Capabilities

  • No more fragmentation - Integrated platform with web, social media, and email tools
  • Speed up approvals - Outbound communications are executed in real-time
  • Grow the business - solves prevalent problem - how to generate leads from online activities
  • More growth! - new ways via search engine optimization and multi-channel reach
  • Best in class - full digital integration capabilities with lower maintenance expense
  • Improve quality - one system vs. many saves time, money and improves quality of engagement

Multi-Channel Publishing Capabilities

  • No more fragmentation - Integrated platform with web, social media, and email tools
  • Speed up approvals - Outbound communications are executed in real-time
  • Grow the business - solves prevalent problem - how to generate leads from online activities
  • More growth! - new ways via search engine optimization and multi-channel reach
  • Best in class - full digital integration capabilities with lower maintenance expense
  • Improve quality - one system vs. many saves time, money and improves quality of engagement
Use for Firm and Individual Outreach Programs
 
  • Post to your multiple social media accounts with a single click
  • Connects to LinkedIn, Twitter and Facebook; available based on your firm’s compliance policy
  • Settings available for pre-approval and post-review compliance requirements
  • Responsive website system that instantly adapts to fit the visitor’s device whether phone, tablet, PC and wide screens
  • Professionally designed templates to choose from that can be personalized; includes the latest best practices in web development
  • Supports SEO keywords and rich media including videos, galleries and events
  • Advanced lead generation tools including newsletter subscribing, landing page creation and lead-capture forms to convert traffic into leads
  • New site leads are automatically added to your contact relationship manager module for easy tracking and follow-up
  • Blog publishing module allowing you to increase exposure via content marketing
  • Includes comprehensive state of the art content management system that provides maximum flexibility
  • Mobile-optimized newsletters
  • Visually customize your email via a WYSIWYG editor and include rich media
  • Smart fields allow you to include personalize each email with your recipients’ names
  • Seamless integration with your contact relationship manager
  • Email metrics show email opening, time and click-thru rates by recipient
  • Subscription opt-out feature allows you to stay compliant
  • Create, track and deploy marketing campaigns via project manager
  • Delegate all or parts of campaign tasks to other members of your team
  • Integrated to content libraries allow you to leverage content for publishing
  • Manage scheduling of emails, posts and blogs, creating campaigns weeks or months in advance
  • Integrates additional pre-approved content library: content pieces ready for execution without needing to wait for compliance approval unless edited
  • Creation and publishing of pre-approved social media and web posts
  • Blog and social media integration allowing you to post to all of your accounts and blog simultaneously
  • Intelligently designed for social media posts to drive traffic back to site where lead conversion occurs
  • Email and social media integration allowing you to post social notifications of distributed email newsletters
  • Archives content for web, social media and email activity
  • Easily searchable via filters and conditions
  • Electronically records all regulated activity removing the need for advisor/branch to keep individual records
  • Eliminates risk of user error between approved content and publishing/execution
  • Reduces need for compliance to monitor and approve on multiple publishing platforms
  • Flexible workflows settings allow to meet pre-approval and post-review policies.
  • Pre-created social media profile forms
  • Social media keyword monitoring lists
  • Review and release system for web management.
  • Web and social media permission customizable by user
  • Social media compliance dashboard for quick monitoring of flagged items