Trends & Best Practices in Investor StatementsAn annual report which guides financial services firms in delivering statements that meet the needs of consumers and financial advisors while minimizing costs and maximizing effectiveness. Results show ranking of statements, analysis of customer needs, and industry best practices.

Statement EvaluationsDalbar's Statement Evaluations report on the most practical approach to making improvements by utilizing customer-driven measurements and a comprehensive inventory of statement practices while also keeping in mind the constraints of a firm’s goals and budget.

Customized Communications
EvaluationDalbar evaluates communication materials to determine if required standards are being met and identify opportunities for improvement.

Communications Seal EvaluationAn evaluation determining whether written communication qualifies for a third party endorsement of excellence by Dalbar and establishes the organization as an industry leader in this critical area.

Advisory Board: Client ReportingA forum which brings together leaders responsible for client reporting within financial services to work together to gain a thorough understanding of the latest industry trends, as well as insight into best practices and innovations that help firms to stay ahead of the curve and deliver success.

Investor Statement Preferences StudyDiscover which elements of investor statement design are most important to clients. Dalbar surveyed hundreds of investors to determine what information and design features are deemed most valuable by end users.

Focus GroupsAllow firms to test changes to statements and other communication documents with consumers and/or advisers. Services range from audience recruitment to focus group development through execution including post focus group analysis and recommendations.

State of Social Media in Financial Services Dalbar’s The State of Social Media in Financial Services Report includes an overview of guidelines set forth by FINRA and industry leaders. It provides an analysis of social media usage and examples of its use on financial services websites. You will also find in this report considerations for using social media now and in the future and social Media ranking and benchmarking.

Statement Redesign Planner The Statement Redesign Planner is essential for any firm contemplating a statement redesign. This report provides financial services firms with the answers to critical questions when embarking on a statement redesign. Each report is customized and includes an analysis of enhancements to determine if improvements have been made and suggestions for improvements. This report will include details on must-have features, leading features on statements, features to avoid, and best practices in the industry as well as features you should retain.

Social Media ForumThe potential of Social Media and its future impact on virtually all aspects of business is enormous. In response, Dalbar has created the Social Media Forum to keep financial services executives aware of the evolving ways Social Media is transforming business practices and its growing applicability to members’ own businesses.