What is Dalbar’s e-Delivery Benchmarks Study? The e-Delivery Benchmarks Study documents industry-wide e-Delivery adoption rates for regulatory documents, including statements, transaction confirmations, prospectuses and annual reports. It examines the financial benefits of e-Delivery, compliance challenges, and the most successful e-Delivery promotional practices. This study further assists firms in finding additional opportunities to leverage e-Delivery.
What Method was used? Dalbar conducted interviews with e-Delivery marketing and fulfillment managers in brokerage, mutual fund, variable annuity and retirement plan firms. Results, in both aggregate and industry-specific terms, are presented on:
- Adoption rates for the most common communications sent to investors
- e-Delivery methods used most frequently
- Formats used
- Compliance issues/challenges
- Promotional/campaign expenditures and any associated correlation with adoption rates
- ROI measurement practices and results
- Best practices used to achieve high adoption rates
What will the e-Delivery Benchmarks Report include?
- Summary of findings
- Hurdles to successful e-Delivery implementation
- Examples of best practices
- Recommendations based on the principles of behavior-centric communications strategies for overcoming client objections to adoption of e-Delivery
What is the Cost? Cost for the e-Delivery Benchmarks Study is $1,500.