WebMonitor Program

Tracks and recognizes those players in the Mutual Fund, Life Insurance & Annuity and Defined Contribution industries that capitalize on the potential of technology while at the same time respecting the behavioral imperatives and preferences of users.

Benefits

  • Ongoing updates/notifications on industry trends, innovations and best practices
  • Access to Competitive Intelligence that tracks features and innovations on competitors' websites
  • A clear understanding of your firm's standing within the competitive landscape
  • Increased value offerings based on the competitive advantage
  • Meaningful data to substantiate Web-based expenditures

Deliverables

  • Quarterly Industry Reports
  • Quarterly Individual Site Scoring reports for your firm
  • Ongoing access to the most up to date competitive intelligence data
  • Weekly Industry updates
  • Access to the WebMonitor membership site
  • 2 hours of Analyst Support per Quarter
  • Access to Industry "Archive of Innovations"
  • Ability to promote your firm's website's level of excellence with DALBAR's Communication Seal (if earned)

Cost

Mutual Fund/Life Insurance & Annuity/Defined Contribution: $24,500 for one segment | $18,000 for additional segment

Optional Subscription Additions (Please contact a DALBAR representative for pricing):

  • Mobile InSIGHT
  • Gap Analysis
  • Content/Feature Analysis
  • Recommendations for Improvement
  • Consulting Services

WebMonitor Quarterly Reports

Identifies the industry's top websites, summarizes current best practices in website content and functionality, and reveals emerging industry trends.

DALBAR's Quarterly Ranking and Trending Report highlights the latest website innovations across mutual fund and life insurance and annuity websites on a quarterly basis.

DALBAR's Quarterly Leadership Report identifies industry leaders in online customer service to the defined contribution plan participants and plan sponsors.

Benefits

  • Provide Insights into practices that promote positive user experiences and reduce costs
  • Identification and quantification of competitive standing
  • Access to examples of best-in-class practices
  • Identification of must-have features that should be implemented on your firm's website in order to remain competitive or gain a competitive advantage
  • Statistics supporting the case internally for necessary website enhancements
  • Increasing value offerings to consumers and/or financial professionals
  • Promoting your firm's success when applicable

Deliverables

Quarterly Ranking and Trending Report for Mutual Fund and Life Insurance and Annuity Websites
Deliverables

  • Top 25 website ranking and benchmarking of consumer and/or financial professional Web sites
  • Current trends and innovations on consumer and/or financial professional Web sites
  • Details on the qualities that distinguish leading websites

Quarterly Leadership Report for Defined Contribution Websites Deliverables

  • Top 10 ranking and benchmarking of plan participant and/or plan sponsor Web sites
  • Current trends and innovations on plan participant and/or plan sponsor Web sites
  • Content analysis of current online offerings
  • Details on the qualities that distinguish leading websites

Cost

Quarterly Ranking and Trending Report for Mutual Fund and Life Insurance and Annuity Websites

DALBAR produces separate reports for the Mutual Fund and the Life Insurance/Annuity industry sectors. Cost is as follows:

$3,000 for a single industry sector
$5,000 for both industry sectors

Quarterly Leadership Report for Defined Contribution Websites

DALBAR produces separate reports for the Plan Participant and Plan Sponsor audiences.
Cost is as follows:

$2,500 for one audience
$4,000 for both the Plan Participant and Plan Sponsor reports

Customized Website Evaluation

An independent external measurement of your website’s design and content, enabling you to determine if your website is in line with, ahead of, or behind current industry offerings and set priorities for implementing website changes.

Benefits

  • Identifies the website’s strengths and weaknesses and details actions to improve
  • Provides the website’s standing as it compares to leading sites in the industry as a whole
  • Detailed recommendations for moving the site toward excellence and competitive superiority
  • A diagnosis of whether or not the site qualifies for the DALBAR Seal for Communication

Deliverables

  • A diagnosis of key website features present/missing
  • An evaluation of the website’s strengths and weaknesses
  • Detailed recommendations for improvements
  • Competitive Industry Benchmarks: The prevalence of website features offered by leading websites
  • Industry Best Practices: Details on innovative, unique, or especially helpful website features
  • Review of planned enhancements
  • Competitive analysis
  • Determination of whether the site qualified for DALBAR's Seal for Communication

What does a Website Evaluation typically include? 

  • A diagnosis of key website features present/missing
  • An evaluation of the website’s strengths and weaknesses
  • Detailed recommendations for improvements
  • Competitive Industry Benchmarks: the prevalence of website features offered by leading websites
  • Best website Practices: details on innovative, unique, or especially helpful website features
  • Determination of whether the site qualified for DALBAR's Seal for Communication

Cost

A discussion with a DALBAR representative is required in order to determine your firm’s needs and to provide a proposal with a price quote.

Communications Seal Evaluation

Firms seeking to earn the Communications Seal, public recognition of excellence, provide online access to their website for a comprehensive analysis and review. The Communication Seal is the DALBAR award and sign of distinction earned by electronic communications that achieve excellence in content, design and usability. It may be used/displayed in marketing, promotional materials, on the company website, or used independently to promote the firm's achievement.

Benefits

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

Deliverables

  • A report summarizing the website’s overall score and DALBAR designation, as well as its strengths and weaknesses
  • Industry benchmarks to provide context for the overall score and designation
  • Rights to use the DALBAR Communications Seal for one year (if earned)
  • Seal artwork for reproduction in both print and Web formats
  • A press release, which DALBAR will distribute for your organization

Cost

A discussion with a DALBAR representative is required to in order to determine your firm's needs and to provide a proposal with a price quote.

Mobile InSIGHT

Highlights trailblazers whose excursion into the mobile expanse has successfully led them to a higher, more continuous level of visibility. The program identifies the latest trends and most innovative practices in the mobile landscape.

On a quarterly basis, DALBAR reviews the offerings of financial services firms- both mobile applications, and mobile websites. Alternating between the two mobile offerings, a report is released each quarter.

Why do you need Mobile InSIGHT? (Infographic)

Deliverables

  • Quarterly Mobile InSIGHT Reports

    • Highlight Who's Who in the World of Mobile: Mobile InSIGHT reports feature those firms who offer a top-notch mobile experience; which effectively keeps them in the client’s view.

    • Offer Industry Data: Mobile InSIGHT takes a complete look at the mobile environment and among other areas examines the ease, efficiency, and relevance of mobile apps and mobile optimized websites.

  • DALBAR's Mobile Seal of Excellence (if earned)
  • Individual App/Site Scoring Report
  • 2 hours of analyst support per quarter

Cost

Individual Mobile InSIGHT Reports: $2,950
Click here to order the Innovations in the World of Mobile Optimized Websites report

Mobile InSIGHT Membership: $10,000 annually | $7,500 annually for current Webmonitor subscribers

App-only or Site-only subscription (includes 2 quarterly reports and 2 individual scoring reports per year): $6,500

For more information about DALBAR's Digital Products, please contact Brooke Halloran at 617.624.7273.