DALBAR identifies the biggest e-Delivery concerns that the Financial Services industry faces, highlighting:

  • Paperless adoption rates for the most common communications
  • Annual savings from e-Delivery and spending on boosting adoption
  • Obstacles faced in converting investors to electronic
  • Tactics and strategies utilized to gain consent
  • Methods of promoting e-Delivery and driving investor action
  • How clients make use of the service and what potential issues might affect the experience
  • How clients are alerted to the availability of new documents and how are they accessed
  • Reasons for suspending e-Delivery

DALBAR will host the e-Delivery Roundtable remotely on Wednesday, September 30, 2020. The Roundtable will include:

  • A presentation from DALBAR experts based on historical trends and highlights from the 2020 e-Delivery Benchmarks Study
  • A presentation by an identified industry leader in maximizing savings through electronic delivery of investor communications
  • Peer exchange of experiences and insights that can help address specific challenges and issues

The cost to attend DALBAR’s e-Delivery Roundtable is $1,575. Additional attendees from the same firm are able to register for $750.


For more information about DALBAR's products, please contact Dalbar at 617.723.6400.