DALBAR identifies the biggest e-Delivery concerns that the Financial Services industry faces, highlighting:

  • Paperless adoption rates for the most common communications
  • Annual savings from e-Delivery and spending on boosting adoption
  • Obstacles faced in converting investors to electronic
  • Tactics and strategies utilized to gain consent
  • Methods of promoting e-Delivery and driving investor action
  • How clients make use of the service and what potential issues might affect the experience
  • How clients are alerted to the availability of new documents and how are they accessed
  • Reasons for suspending e-Delivery

For more information about DALBAR's products, please contact Dalbar at 617.723.6400.