WebMonitor Program

Tracks and recognizes those players in the Mutual Fund, Life Insurance & Annuity and Defined Contribution industries that capitalize on the potential of technology while at the same time respecting the behavioral imperatives and preferences of users.

Benefits

  • Ongoing updates/notifications on industry trends, innovations and best practices
  • Access to Competitive Intelligence that tracks features and innovations on competitors' websites
  • A clear understanding of your firm's standing within the competitive landscape
  • Increased value offerings based on the competitive advantage
  • Meaningful data to substantiate Web-based expenditures

Deliverables

  • Quarterly Industry Reports
  • Quarterly Individual Site Scoring reports for your firm
  • Ongoing access to the most up to date competitive intelligence data
  • Weekly Industry updates
  • Access to the WebMonitor membership site
  • 2 hours of Analyst Support per Quarter
  • Access to Industry "Archive of Innovations"
  • Ability to promote your firm's website's level of excellence with DALBAR's Communication Seal (if earned)

Cost

Mutual Fund/Life Insurance & Annuity: $23,000 for one segment | $17,000 for additional segment

Defined Contribution: $20,000 | $15,000 for Current Mutual Fund/Life Insurance& Annuity Subscribers

Optional Subscription Additions (Please contact a DALBAR representative for pricing):

  • Usability Reviews
    • Gap Analysis
    • Content/Feature Analysis
    • Recommendations for Improvement
    • Consulting Services

WebMonitor Quarterly Reports

Identifies the industry's top websites, summarizes current best practices in website content and functionality, and reveals emerging industry trends.

DALBAR's Quarterly Ranking and Trending Report highlights the latest website innovations across mutual fund and life insurance and annuity websites on a quarterly basis.

DALBAR's Quarterly Leadership Report identifies industry leaders in online customer service to the defined contribution plan participants and plan sponsors.

Benefits

  • Provide Insights into practices that promote positive user experiences and reduce costs
  • Identification and quantification of competitive standing
  • Access to examples of best-in-class practices
  • Identification of must-have features that should be implemented on your firm's website in order to remain competitive or gain a competitive advantage
  • Statistics supporting the case internally for necessary website enhancements
  • Increasing value offerings to consumers and/or financial professionals
  • Promoting your firm's success when applicable

Deliverables

Quarterly Ranking and Trending Report for Mutual Fund and Life Insurance and Annuity Websites
Deliverables

  • Top 25 website ranking and benchmarking of consumer and/or financial professional Web sites
  • Current trends and innovations on consumer and/or financial professional Web sites
  • Details on the qualities that distinguish leading websites

Quarterly Leadership Report for Defined Contribution Websites Deliverables

  • Top 10 ranking and benchmarking of plan participant and/or plan sponsor Web sites
  • Current trends and innovations on plan participant and/or plan sponsor Web sites
  • Content analysis of current online offerings
  • Details on the qualities that distinguish leading websites

Cost

Quarterly Ranking and Trending Report for Mutual Fund and Life Insurance and Annuity Websites

DALBAR produces separate reports for the Mutual Fund and the Life Insurance/Annuity industry sectors. Cost is as follows:

$3,000 for a single industry sector
$5,000 for both industry sectors

Quarterly Leadership Report for Defined Contribution Websites

DALBAR produces separate reports for the Plan Participant and Plan Sponsor audiences.
Cost is as follows:

$2,500 for one audience
$4,000 for both the Plan Participant and Plan Sponsor reports

Customized Website Evaluation

An independent external measurement of your website’s design and content, enabling you to determine if your website is in line with, ahead of, or behind current industry offerings and set priorities for implementing website changes.

Benefits

  • Identifies the website’s strengths and weaknesses and details actions to improve
  • Provides the website’s standing as it compares to leading sites in the industry as a whole
  • Detailed recommendations for moving the site toward excellence and competitive superiority
  • A diagnosis of whether or not the site qualifies for the DALBAR Seal for Communication

Deliverables

  • A diagnosis of key website features present/missing
  • An evaluation of the website’s strengths and weaknesses
  • Detailed recommendations for improvements
  • Competitive Industry Benchmarks: The prevalence of website features offered by leading websites
  • Industry Best Practices: Details on innovative, unique, or especially helpful website features
  • Review of planned enhancements
  • Competitive analysis
  • Determination of whether the site qualified for DALBAR's Seal for Communication

What does a Website Evaluation typically include? 

  • A diagnosis of key website features present/missing
  • An evaluation of the website’s strengths and weaknesses
  • Detailed recommendations for improvements
  • Competitive Industry Benchmarks: the prevalence of website features offered by leading websites
  • Best website Practices: details on innovative, unique, or especially helpful website features
  • Determination of whether the site qualified for DALBAR's Seal for Communication

Cost

A discussion with a DALBAR representative is required in order to determine your firm’s needs and to provide a proposal with a price quote.

Communications Seal Evaluation

Firms seeking to earn the Communications Seal, public recognition of excellence, provide online access to their website for a comprehensive analysis and review. The Communication Seal is the DALBAR award and sign of distinction earned by electronic communications that achieve excellence in content, design and usability. It may be used/displayed in marketing, promotional materials, on the company website, or used independently to promote the firm's achievement.

Benefits

  • Public recognition of an organization’s commitment to high-quality communications
  • Differentiation from competitors
  • Objective third party endorsement
  • Displayable artwork to promote and market the achievement

Deliverables

  • A report summarizing the website’s overall score and DALBAR designation, as well as its strengths and weaknesses
  • Industry benchmarks to provide context for the overall score and designation
  • Rights to use the DALBAR Communications Seal for one year (if earned)
  • Seal artwork for reproduction in both print and Web formats
  • A press release, which DALBAR will distribute for your organization

Cost

A discussion with a DALBAR representative is required to in order to determine your firm's needs and to provide a proposal with a price quote.

Mobile InSIGHT

Highlights trailblazers whose excursion into the mobile expanse has successfully led them to a higher, more continuous level of visibility. The program identifies the latest trends and most innovative practices in the mobile landscape.

On a quarterly basis, DALBAR reviews the offerings of financial services firms- both mobile applications, and mobile Web sites. Alternating between the two mobile offerings, a report is released each quarter.

Deliverables

  • Quarterly Mobile InSIGHT Reports

    • Highlight Who's Who in the World of Mobile: Mobile InSIGHT reports feature those firms who offer a top-notch mobile experience; which effectively keeps them in the client’s view.

    • Offer Industry Data: Mobile InSIGHT takes a complete look at the mobile environment and among other areas examines the ease, efficiency, and relevance of mobile apps and mobile optimized websites.

  • DALBAR's Mobile Seal of Excellence (if earned)
  • Individual App/Site Scoring Report
  • 2 hours of analyst support per quarter

Cost

Individual Mobile InSIGHT Reports: $2,950
Click here to order the Innovations in the World of Mobile Optimized Web Sites report

Mobile InSIGHT Membership: $10,000 annually | $7,500 annually for current Webmonitor subscribers

App-only or Site-only subscription (includes 2 quarterly reports and 2 individual scoring reports per year): $6,500 | $5,000 annually for current WebMonitor subscribers

Social Media Services

Social Media Strategy Design

DALBAR works with your firm's stakeholders to define achievable goals and the steps necessary to achieve them. This includes development of project budgets, schedules and implementation steps.

The Strategy Design service may consist of any of the following key activities:

  • Where to start with building a successful strategy
    • Who within the organization should be involved in Social Media and to what extent
    • How to use Social Media with communication, branding, marketing
    • How to measure success
    • What firms are doing right
    • Development of stakeholder consensus on the goals, scope of the social media initiative
    • Understanding and interpreting the regulations that impact online communications between a firm and its current and prospective clients
    • Which sites to use based on goals and priorities
    • The most effective ways to manage social media
    • How to effectively train staff on Social Media manners
    • The uses of Social Media and best practices, issues and unique options
    • Additional considerations when creating an effective online social media presence

Social Media Advisory Services

DALBAR provides research and consultation for your firm’s social media action plan. DALBAR will conduct specific research, make recommendations to address specific issues, work with social media project teams and stand by as an available resource.

The Social Media Advisory Services typically can include the following based on your needs:

  • DALBAR will play a role as a member of a project team to bring the background and knowledge to the project. In this role, a DALBAR representative is assigned to the project and will attend meetings and participate in the project review process.
    • DALBAR will mine its existing data and conduct focused research to obtain the necessary answers to support key decisions. Topics may vary from what practices are being used and by whom to methods of complying with specific regulatory challenges and strengths and weaknesses of alternatives being considered.
    • When faced with hurdles or at critical junctions of the project, DALBAR will focus on the specific issue to provide the most educated and up to date recommendations, backed by supporting data or research.
    • For firms that need ad hoc support, DALBAR offers a retainer arrangement that provides a specified amount of access to the DALBAR team when it is needed.

Cost

A discussion with a DALBAR representative is required in order to determine your firm’s needs and to provide a proposal with a price quote.

For more information about DALBAR's Digital Products, please contact Brooke Halloran at 617.624.7273.