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
$4,950.00
Talk to us about how we can help you achieve your goals or customize an offering for your unique needs!