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WebMonitor Program

What is the WebMonitor Program?Designed to assist financial services websites to stay on target with their website strategies, Dalbar’s WebMonitor program identifies companies and best practices alike that maximize the powerful Medium that is the Internet. 

On a quarterly basis, WebMonitor 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. 

What are the Benefits of the WebMonitor Program?

  • 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

What does a Standard WebMonitor Subscription Include?

  1. Quarterly Industry Ranking & Trending reports
  2. Quarterly Individual Site Scoring reports for your firm
  3. Ongoing access to the most up to date competitive intelligence data
  4. Weekly Industry updates
  5. Access to the WebMonitor membership site
  6. 2 hours of Analyst Support per Quarter
  7. Participation at the annual User Group Meeting
  8. Access to Industry “Archive of Innovations”
  9. Preferential Membership rate to Dalbar’s e-Business Exchange (EBX).

Additional services may be added to the standard WebMonitor subscription, allowing for customization of the program to best suit your firm’s needs and can include one or all of the following:

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

What is the Cost to Subscribe?

Components Details Cost
Standard WebMonitor Subscription: MF, LI&A
  • One year/one segment
  • One year/each additional segment

$ 20,000
$ 15,000

Standard WebMonitor Subscription: DC
  • One year
  • Current MF or LI&A subscribers

$ 15,000
$ 10,000

  Customizable Add-On Options 
Usability Review
  • Single review
  • 4 quarterly reviews
$ 2,250
$ 8,000
Gap Analysis
  • Single analysis
  • 4 quarterly analyses
$ 2,500
$ 8,000
Content/Feature Analysis
  • Per each feature analyzed
$ 3,250
Recommendations for Improvement
  • Single recommendation & prioritization report
$ 4,500
Consultative Services
  • Hourly consulting fee
  • Consulting package (12 hours of additional WebMonitor support)
$    275
$ 2,800
Private Engagements
  • Fully customized projects based on your specific needs

Dependent on scope

Click here to access the secure WebMonitor membership website
 


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