Available Now: 2024 QAIB Full Study

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

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