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?
- Quarterly Industry Ranking & Trending 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
- Participation at the annual User Group Meeting
- Access to Industry “Archive of Innovations”
- 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