Trends & Best Practices in Investor StatementsAn annual report which guides financial services firms in delivering statements that meet the needs of consumers and financial professionals while minimizing costs and maximizing effectiveness. Results show ranking of statements, analysis of customer needs, and industry best practices.

Statement EvaluationsDalbar's Statement Evaluations report on the most practical approach to making improvements by utilizing customer-driven measurements and a comprehensive inventory of statement practices while also keeping in mind the constraints of a firm’s goals and budget.

Customized Communications
EvaluationDalbar evaluates communication pieces to determine if required standards are being met and identify opportunities for improvement.

Communications Seal EvaluationAn evaluation determining whether written communication qualifies for a third party endorsement of excellence by Dalbar and establishes the organization as an industry leader in this critical area.

Advisory Board: Financial Services CommunicationsA forum which brings together leaders in financial services communications to work together to gain a thorough understanding of the latest industry trends, as well as insight into best practices and innovations that help firms to stay ahead of the curve and deliver success.

e-Delivery BenchmarksThe e-Delivery Benchmarks Report  details e-delivery benchmarks for adoption rates, highlights e-delivery practices to avoid and those that have been employed successfully.

e-Delivery Promotion on the WebA report on the use of the web to promote the use of e-delivery methods.  Includes analysis of e-Delivery utilization by Internet users, triggers for election of e-Delivery, current e-Delivery Promotions, and effective/non-effective promotions including a ranking of the top 10 promotions.

e-Delivery Adoption ServiceA service which assists firms in the promotion of e-Delivery services through any or all of the following: Adoption Assessment, e-Delivery Behavior Segmentation, Best Practices in Adoption Promotion and Incentives, Implementation of E-Delivery Adoption Campaign.

Opinion SurveysAllow firms to isolate a particular interaction, and gain feedback without clouding that feedback with past experiences with the firm.

Investor Financial Adviser Satisfaction BenchmarksHow satisfied are investors with the performance of their Financial Advisers? This report details the level of satisfaction investors have with numerous factors pertaining to their Adviser's performance.

Investor Statement Preferences StudyDiscover which elements of investor statement design are most important to clients. Dalbar surveyed hundreds of investors to determine what information and design features are deemed most valuable by end users.

Private Client Statement Trends & Best PracticesThe Private Client Statement is a critical client communication. Dalbar looks at statements provided by several of the nation’s most prestigious private client services firms and provides an overview of the practices that set the most effective statements apart.