Our individualized solutions allow us to serve a firm’s unique needs based on their specific objectives. Listed below are some of the options available.
In-depth analysis of a firm’s account statement accompanied by the statement’s strengths, missed features and any issues negatively impacting the client experience. Statement evaluations also include:
A detailed assessment of your firm’s statement, pinpointing missed features and content as well as any issues impacting the client experience.
DALBAR’s Communications Seal is the recognition awarded to financial communications for Excellence in content, design and usability.
The Communications Seal of Excellence gives firms the opportunity to:
DALBAR's Trends and Best Practices in Investor Statements recognizes top financial communications via a ranking of financial statements, a summary of current best practices in statement content and design and emerging industry trends.
The investor statement is the firm’s most powerful communications tool and can and should be leveraged to maximizing the return on resources used for its production and underscore the firm’s commitment to a superior standard of care.
DALBAR's Gap Analysis of your Investor Statement will uncover ways in which your statement can be improved to achieve a variety of purposes, including:
This gap analysis guides firms in producing an investor statement that is best-in-class, ultimately helping to:
A very detailed, comprehensive report that includes:
The cost of a Gap Analysis of your firm’s statement is $3,950. If earned, your firm has the option of purchasing the Rights to Use DALBAR's Communications Seal for $1,800.
Having now tracked financial firm’s progression toward electronic delivery for two decades, DALBAR has become the source for e-Delivery intelligence. DALBAR’s comprehensive array of e-Delivery resources helps firms:
Leaders responsible for client reporting collaborate to find innovative solutions to common challenges learn about the latest trends and gain efficiencies.
The Advisory Board for Client Reporting meets three times per year and pairs DALBAR's industry expertise with peer discussions on issues of greatest importance to members. Discussions often include: