DALBAR e-Delivery Benchmarks Study Highlights Challenges of Digitization for Financial Services Providers
As the financial services world continues down the road of digitization, one of the most challenging transitions that has arisen is in the realm of client or investor communications. Specifically, shifting from paper-based statements to an electronic format, known as e-Delivery, is proving to be an uphill journey for many financial service firms.
From account updates in the form of quarterly statements to transaction confirmations, tax documents, client correspondence and even annual reports and prospectuses, for individuals with investments, the “paper trail” can be extensive. For financial services firms, however, it can also be expensive.
The latest e-Delivery Benchmarks Study by DALBAR, […] Read more