Customized Statement Analysis

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

Trends & Best Practices in Investor Statements

What is Trends and Best Practices in Investor Statements?

Dalbar’s Trends and Best Practices in Investor Statements is an evaluation and ranking of paper and online statements in one or more of the following distribution channels:

Brokerage
Mutual funds
Managed Portfolio/Wrap Funds
Defined Contribution Pension Plans
Segregated Funds
High Net Worth
Dealer

Results are offered in a report that identifies and rank top performing paper and online statements, summarize current best practices in statement content and design and reveal emerging industry trends.

What Are the Benefits of Participation?

Public recognition of industry-leading statements, when applicable
Insights into practices that promote positive investor behaviour, reduce costs, and support the role of the financial […] Read more

Investor Statement Preference Study

What is the Study?

The Investor Statement Preferences study identifies the elements of the investor statement that are deemed most valuable by customers. This study is intended to help financial services firms identify what information is most critical to their clients.

What Method was Used?

Dalbar conducted an online survey with 300 investors over the age of 25 who have an income of at least $50,000 per year and an established relationship with a financial advisor. The vast majority of respondents had investment portfolios worth more than $100,000.

What does the report Include?

Participants were asked what they consider most valuable in investor statements. Among […] Read more

Account Opening Documents

What is it?

Dalbar’s Account Opening Documents Evaluation (AOD) offers firms guidance in making the most effective use of its account opening documents. The evaluation searches for opportunities to improve and identifies current features that may injure the relationship with clients or may create an image that is not in line with that of the institution. The AOD will seek to uncover practices relevant to the industry segment, in order to identify trends and locate the best AOD that enhances the client experience.

Uses?

The AOD Evaluation provides firms with an understanding of the most up to date practices and a detailed diagnostic […] Read more

Customized Communication Evaluation

What is a Customized Communications Evaluation?

The Customized Communications Evaluation provides valuable insight on the design and content of print communications pieces such as sales and enrollment kits, marketing collateral, prospectuses and annual reports.

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 Communications Evaluation?

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 […] Read more

Advisory Board: Client Reporting

What is the Advisory Board: Client Reporting?

Dalbar’s Advisory Board: Client Reporting brings together decision makers within the communications arena who are leaders in setting strategy for the development and delivery of client reporting.

The Advisory Board: Client Reporting meets three times per year and combines Dalbar’s industry expertise with a peer discussion forum on issues that are of greatest importance to members. The meeting agenda typically includes:

Updates on the latest Dalbar research
Exchange of peer experiences and insights
Special guest speakers

What are the Benefits of Board Membership?

Access to Dalbar’s most recent research and the ability to implement changes to strategies based on the […] Read more

Communications Seal Evaluation

What is a Communications Seal?

It is the Dalbar award and sign of distinction earned by print and electronic communications that achieve excellence in content, design and usability. The Communications Seal may be used/displayed in marketing, promotional materials, on the company website, or used independently to promote the firm’s achievement.

What are the Benefits of the Communications Seal?

Public recognition of an organization’s commitment to high-quality communications and customer service
Differentiation from competitors
Objective third party endorsement
Displayable Artwork to promote and market the achievement

What does a Communications Seal Analysis Include?

A report summarizing the document’s or website’s overall score and Dalbar designation, as well as its […] Read more

Best Practices in Goals Based Reporting

What is it?

Including investment goals on investor statements allows clients to monitor progress, set benchmarks and alter allocations when necessary.

This report will provide insight on the most effective way to display goals on investor statements so that it achieves the objectives of:

Improved communications and relationships
Enhanced opportunities for successful marketing
Higher rates of customer satisfaction and loyalty

What is the cost?

Cost for the Best Practices for Reporting Goals on Investor Statements is $2,500.

For more information please contact info@dalbarcanada.com

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