State of the Industry: Online Enrollment

The benefits of a digital Enrollment experience are numerous - higher efficiency, lower likelihood of abandonment, immediate recognition of incomplete data, easier tracking, convenient placement of relevant tools and resources, just to name a few.

DALBAR examines the State of the Industry with respect to Online Enrollment experiences, both desktop and mobile, uncovering key practices in:

• The initial participant impression
• Authentication
• Best methods for gathering personal details, choosing investments, designating beneficiaries, etc.
• Online assistance and instruction
• Access to relevant resources
• Optional services
• Supporting participant use of the mobile app or mobile-optimized website