This is a comprehensive analysis and report that provides valuable insight on statement design and content. With your firm's specific objectives as its underlying theme, the evaluation is based on industry best practices, investor needs and preferences, regulatory requirements and technological innovations.
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.
DALBAR's Trends and Best Practices in Investor Statements is an annual evaluation and ranking of statements in the following distribution channels:
Results offer a series of detailed reports that identify and rank top-performing statements by channel, summarize current best practices in statement content and design and reveal emerging industry trends.
This report guides firms in producing statements that influence positive behavior and are forward thinking, ultimately helping to:
A comprehensive industry report that includes:
A optional Gap Analysis of an individual statement’s score:
There is no cost to submit your statement to be included in the industry report.
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.
Over the past decade, financial services firms have forged ahead with their continuing efforts to save billions of dollars by reducing the printing and mailing costs of investor communications.
The exponential explosion of laptops, smart phones, tablets and social media channels has influenced the habits of the American consumer and changed the landscape of e-Delivery adoption for the better. Financial Services firms are now experiencing e-Delivery adoption levels that were unheard of at the dawn of the e-Delivery era.
The goal is to continue to maximize savings through electronic delivery of investor communications by increasing the number of clients adopt for e-Delivery. This is also to say, increase the number of clients who adopt e-Delivery. While it is easy to identify the goal, it is quite another to accomplish it and it has often been an exercise in patience and persistence.
DALBAR has been conducting and tracking progress in e-Delivery adoption rates and trends since 2009. DALBAR identified the current state of e-Delivery in Financial Services and reported on:
The cost for DALBAR's e-Delivery Benchmarks Study is $4,950.
This forum brings together leaders responsible for client reporting to 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 combines DALBAR's industry expertise with a peer discussion forum on issues that are of greatest importance to members. The meeting agenda typically includes:
Please click here for meeting dates.