e-Delivery Benchmark Study

In the spring of 2018, DALBAR will identify the current state of e-Delivery in Financial Services and report on:

• Annual Savings per client for each type of document.
• Best Practices used to achieve higher adoption rates.
• Recommendations based on the principles of behavior-centric communication strategies for overcoming client objections.
• Social media and how it is being used to influence adoption.
• Adoption Rates for the most common communications sent to investors
• e-Delivery Methods used most frequently
• Formats used
• Length of time documents are archived

DALBAR will host an e-Delivery Roundtable. This roundtable is a one-day event, held in the Fort Point section of Boston on May 15, 2018. The Roundtable will include:

• A presentation from DALBAR experts based on historical trends and highlights from the 2018 e-Delivery Benchmarks Study.
• Presentations by identified industry leaders in maximizing savings through electronic delivery of investor communications
• Peer exchange of experiences and insights that can help address specific challenges and issues

Additional attendees from the same firm enjoy a reduced registration fee of $750 per attendee.