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


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For more information about DALBAR's QAIB, please contact Cory Clark at 617.624.7156.