BENEFICIARY ProActive™
Software Development in United States
Overview
Financial institutions are preparing for the largest intergenerational wealth transfer in history, yet beneficiary management remains one of the most overlooked areas of the customer lifecycle.
For many organizations, beneficiary information is collected once and rarely revisited. Over time, records become outdated, manual processes increase, compliance risks grow and valuable opportunities to strengthen customer relationships are missed.
Beneficiary ProActive helps financial institutions take a different approach.
We enable banks, credit unions, wealth managers, insurers and trust companies to maintain more accurate beneficiary information, improve operational efficiency, strengthen governance and deliver a better experience for customers and their families.
Our clients don’t simply improve a process—they create stronger customer relationships, reduce operational risk and are better prepared for the Great Wealth Transfer.
If your organization is rethinking how, it manages beneficiary data, we’d welcome the opportunity to start a conversation.
Tagline
From Reactive Administration to ProActive Management
EMPLOYEES
2-10 employees
FOUNDED
2024
HQ
West Des Moines, Iowa
TYPE
Privately Held
Location
- Street
- —
- City
- West Des Moines
- Region
- Iowa
- Postal code
- 50325
- Country
- United States
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FAQ
What is the company name?
beneficiaryproactive.com is the website of BENEFICIARY ProActive™.
What is the industry of the company?
BENEFICIARY ProActive™ (beneficiaryproactive.com) is in the Software Development industry.
What products and services does the company offer?
BENEFICIARY ProActive™ (beneficiaryproactive.com) lists these specialties: Beneficiary Management, Beneficiary Intelligence, Financial Services Technology, Wealth Management, Credit Union Technology, Banking Technology, Beneficiary Data Governance, Compliance Automation, Customer Lifecycle Management, Intergenerational Wealth, Operational Excellence, Digital Transformation, FinTech, SaaS, and AI for Financial Services.
When was the company founded?
BENEFICIARY ProActive™ (beneficiaryproactive.com) was founded in 2024.
How many employees does the company have?
BENEFICIARY ProActive™ (beneficiaryproactive.com) has 2-10 employees.
What is the company type?
The company type of BENEFICIARY ProActive™ (beneficiaryproactive.com) is Privately Held.
Where is the company headquartered?
BENEFICIARY ProActive™ (beneficiaryproactive.com) is headquartered in West Des Moines, Iowa.
What is the address of the company?
The address of BENEFICIARY ProActive™ (beneficiaryproactive.com) is West Des Moines, Iowa, 50325, United States.
What are the social media accounts of the company?
The social media account of BENEFICIARY ProActive™ (beneficiaryproactive.com) is LinkedIn.
Social media