Gap Analysis of your Investor Statement

The investor statement is the firm’s most powerful communications tool and can and should be leveraged to maximizing the return on resources used for its production and underscore the firm’s commitment to a superior standard of care.

DALBAR's  Gap Analysis of your Investor Statement will uncover ways in which your statement can be improved to achieve a variety of purposes, including:

• Increased loyalty among clients, thereby positively impacting retention and minimizing attrition.
• Reinforcement of the firm’s brand, products and capabilities
• Influence over investor behavior in a manner that is mutually beneficial
• Strengthened relationships with financial professionals, whose client base is stable and satisfied with the firm.
• Increased assets under management through cross sale opportunities and expanded client relationships

Benefits

This gap analysis guides firms in producing an investor statement that is best-in-class, ultimately helping to:

• Determine if the statement meets client needs and expectations.
• Identify features that your firm may want to consider incorporating
• Make the case internally to redesign or update the statement
• Promote your success if applicable

Deliverables

A very detailed, comprehensive report that includes:

• Results Overview: An overview of the statement’s performance in DALBAR's Trends and Best Practices evaluation.
• Gap Analysis: An explanation of where and why the statement lost points, which includes:
  • Priority Improvements: A key to help project managers identify improvements that are critical, important or for consideration.
  • Best Practices: When available, DALBAR offers industry-leading examples for improvements deemed critical and important.
• Evaluation Methodology: A description of DALBAR's approach to evaluating print communications.
• Evaluation Criteria: An in-depth look at DALBAR's evaluation criteria.
• Seal Announcement: Announcement of whether the statement earns the DALBAR Communications Seal. If earned, your firm has the option of purchasing the Rights to Use DALBAR's Communications Seal. 
• A half-hour consultation with DALBAR communication experts

Cost

The cost of a Gap Analysis of your firm’s statement is $3,950.  If earned, your firm has the option of purchasing the Rights to Use DALBAR's Communications Seal for $1,800.

Please click here to order the Gap Analysis of your Investor Statement.