E-Delivery Benchmarks Study


Over the past decade, financial services firms have forged ahead with their continuing efforts to save billions of dollars by reducing the printing and mailing costs of investor communications.

The exponential explosion of laptops, smart phones and tablets and social media channels has influenced the habits of the American consumer and changed the landscape of e-Delivery adoption for the better. Financial services firms are now experiencing e-Delivery adoption levels that were unheard of at the dawn of the e-Delivery era.

The goal is to continue to maximize savings through electronic delivery of investor communications. This is also to say, increase the number of clients adopt for e-Delivery. […] Read more

Strategic Website Assessment (SWSA)


The SWSA program is an in-depth review of a firm’s Web site relative to the goals and strategic direction of the firm. This review involves understanding the user’s needs, expectations, and behaviours and outlining recommendations that help build relationships and business for the firm.

What is the Cost?

Starting $20,000

[…] Read more

Web Monitor Quarterly Ranking and Trending

What is the WebMonitor Quarterly Ranking and Trending Report?

Dalbar’s WebMonitor Quarterly Ranking and Trending Report highlights the latest website innovations across mutual fund and life insurance and annuity websites on a quarterly basis. This report identifies the industry’s top 25 consumer and financial professional websites, and the latest trends and changes to the competitive landscape.

Results offer a series of channel-specific reports that identify and rank top performing websites, summarize current best practices in website content and functionality and reveal emerging industry trends.

What is the Value?

Insights into practices that promote positive user experiences, reduce costs, and support the role of the […] Read more

e-Business Exchange

What is the EBX?

Dalbar’s e-Business Exchange brings together decision makers within the financial services technology arena who are leaders in setting strategy for developing and delivering solutions to gain efficiencies in e-Business services – without sacrificing the quality of communication delivered to users.

The e-Business Exchange (EBX) meets three times per year and marries Dalbar’s most up to date industry expertise with a peer discussion forum on issues that are of the 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 […] Read more

Website Diagnostic (WSD)


The WSD program offers guidance to firms in making the most effective use of their Web sites. 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.

What is the Cost?

Starting from $12,500

For more information please contact info@dalbarcanada.com

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Mobile InSIGHT

What is Mobile InSIGHT?

Gone are the days of the traditional game of Keeping up with the Joneses; now the game is about the New and Different. Central to firms’ foray into the mobile environment is the goal of attaining maximum visibility. It therefore becomes critical that financial services firms are pioneers, rather than sheep falling in line with their competitors.

Dalbar has introduced its newest rating program, Mobile InSIGHT, which highlights trailblazers whose excursion into the mobile expanse has successfully led them to a higher, more continuous level of visibility.

On a quarterly basis, Dalbar reviews the offerings of financial services firms- […] Read more

Mini Mobile InSIGHT

What is Mobile InSIGHT – DC?

Central to firms’ foray into the mobile environment is the goal of attaining maximum visibility. It is therefore critical that financial services firms become pioneers, rather than sheep falling in line with their competitors. In order to remain ‘in the customer’s view’, providers must leverage the mobile world of their customers’ and establish a meaningful presence on their devices.

Dalbar’s Mini Mobile INSIGHT – DC takes a tailored approach and focuses solely on the mobile apps and mobile optimized sites offered by Defined Contribution plan providers, identifying those players that hit it out of the ballpark […] Read more