What is a Customized Statement Analysis?
The Customized Statement Analysis (CSA) provides valuable insight on the design and content of financial statements.
Guided by a firm’s specific objectives, Dalbar evaluates these materials within the context of best practices in information and marketing design, copywriting, and any regulatory issues that may apply.
What are the Benefits of the Customized Statement Analysis?
Public recognition of a firm’s commitment to high-quality communications and customer service (if applicable)
Expert third party insights that can help prioritize enhancements, support decisions, and/or build a case for investment
Insight into new ideas that have been successfully deployed elsewhere
Competitive analysis and access to examples […] Read more