WebMonitor ProgramDalbar's WebMonitor Program evaluates and benchmarks the level of online functionality, usability and customer service across the life insurance, annuity, mutual fund and retirement industries. Participants receive quarterly ranking reports, weekly updates, a feature matrix, searchable online archive and participation in the Annual User Group meeting.

WebMonitor Quarterly Ranking & TrendingA quarterly study reporting on website innovations in life insurance, annuity and/or mutual fund industries and identifying the industry’s best sites, latest trends and changes to the competitive landscape. The results show the rankings of the top 25 financial services websites.

Defined Contribution WebMonitor ProgramThe Defined Contibution WebMonitor Program reports on the ability of Plan Participant and Plan Sponsor websites to effectively integrate functions in a current, consistent, and user friendly manner.  Participants receive a quarterly leadership report, monthly updates, a feature matrix, searchable online archive and an invitation to attend an annual User Group Meeting. 

Defined Contribution Quarterly Leadership ReviewThe Defined Contribution Leadership Review is a report highlighting website innovations across the retirement industry and identifies the industry’s best sites. The results show the rankings of the top defined contribution sites for plan sponsors and/or plan participants.

Customized Website EvaluationA customizable engagement to evaluate and report on a website's standing as compared to leading sites and the industry. Includes detailed recommendations for moving the site toward competitive superiority and a diagnosis of whether or not the site qualifies for the Dalbar Seal for Communications.

e-Business ExchangeA forum which brings together leaders in setting strategy for developing and delivering e-Business services. Meetings enable members to gain a thorough understanding of the latest industry trends and provide insight into the newest best practices that deliver success.

e-Delivery Benchmarks StudyThe e-Delivery Benchmarks Study documents industry-wide e-Delivery adoption rates for regulatory documents, including statements, transaction confirmations, prospectuses and annual reports. It examines the financial benefits of e-Delivery, compliance challenges, and the most successful e-Delivery promotional practices. This study further assists firms in finding additional opportunities to leverage e-Delivery.

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.

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.

Website Redesign PlannerThe Website Redesign Planner is essential for any firm contemplating a website redesign. This report provides financial services firms with the answers to these critical questions when embarking on a website redesign. Each report is customized to one specific website and includes an analysis of enhancements to determine if progress has been made and suggestions for improvements if issues arise. This report will include details on must-have features, leading features on industry sites, features to avoid, and best practices in the industry as well as details on features you should retain.