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Investor Statement Analysis (ISA) |
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The ISA offers guidance to a financial service institution in making the most effective use of its customer statements. Specifically, the ISA seeks out ways to help companies achieve their statement-related goals. The evaluation searches for opportunities to improve and identifies current features that may injure the relationship with customers or may create an image that is not in line with that of the institution.
Pricing
- from $3,500 Trends and Best Practices report
- from $5,000 Customized statement analysis
- from $2,000 In-person formal presentation
- variable for DALBAR's SEALs
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