Shared Services & Support
Corporate Shared Services & Affiliate Support
Designed with a single purpose. To enable our affiliates with the ability to reduce the amount of time and resources they are committing to “back-office” / administrative functions that get in the way of them growing their business.
Treasury Mangement
LEGAL & COMPLIANCE
HuMAN RESOURCES
MARKETING & COMMUNICATIONS
IT & CYBERSECURITY
DATA & ANALYTICS
Treasury Management
“Accounting & Finance”
ICON affiliates enjoy the benefit of a fully functioning finance department and the ability to manage their business’ finances through different services/tools while gaining support with A/R & A/P functions, audit, tax reporting, and commissions.
Legal & Compliance
Today’s regulatory environment makes it almost impossible for small businesses to keep up with the changing regulations happening around them. Our affiliates can leverage high-quality enterprise resources through the support of a full in-house legal department, compliance, personnel training, and hands on support in transitioning to a fuller compliance adherence.
Human Resources
“HR”
ICON affiliates benefit from access to our corporate HR team and suite of HR solutions including; Workday, Payroll, and a comprehensive employee benefits package that’s second-to-none and offers additional “a la carte” benefit options.
Marketing & Communications
Experience the value of a having a full marketing and communications team ready to help you and your team grow your business. ICON affiliates have access to high-quality enterprise marketing resources (both, in-house and from partner agencies) offering omnichannel marketing support (full Media stack; Print, TV, Social), PR and communications, a full content library, social media resources, calendars, and lead generation expertise.
IT & Cybersecurity
The need for IT and cybersecurity continues to increase as does the cost for accessing the right resources. We eliminate these pain points by providing leading industry solutions like; cybersecurity – enterprise protection platform, industry leading AMS/CRM, integrated recruiting and tracking platform, distribution management solutions for commissions, contracting and sales, a fully staffed IT Helpdesk, and exclusive e-submission capabilities.
Data & Analytics
ICON affiliates are empowered to grow business through the support of our in-house Data & Analytics (advanced analytics, integrations, descriptive, predictive insights, etc.) team and the use of an integrated inforce policy administration and real-time carrier intel that proactively provides call-to-action opportunities and equips marketers with the high-probability outcome intelligence to grow sales and increase the value that they bring to their advisors to help develop deeper, more meaningful relationships.