State of the Industry: Online e-Delivery Election Experience uncovers the process of consenting to electronic delivery. DALBAR reviewed 42 unique e-Delivery election experiences across four segments of the financial services industry: Retirement, Life Insurance & Annuity, Mutual Funds and Brokerage.
This report shares statistics and real-life examples that shed light on where online e-Delivery election currently stands in the financial universe and highlights best and perplexing practices and current trends with respect to consenting to this service.
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For more information about DALBAR's QAIB, please contact Cory Clark at 617.624.7156.