WebMonitor ProgramDalbar's WebMonitor Program evaluates and benchmarks the level of online functionality, usability and customer service across the life insurance, annuity, mutual fund and retirement industries. Participants receive quarterly ranking reports, weekly updates, a feature matrix, searchable online archive and participation in the Annual User Group meeting.

Web Support Trends & Best PracticesA quarterly study reporting on website innovations in life insurance, annuity and/or mutual fund industries and identifying the industry’s best sites, latest trends and changes to the competitive landscape. The results show the rankings of the top 25 financial services websites.

Defined Contribution WebMonitor ProgramThe Defined Contibution WebMonitor Program reports on the ability of Plan Participant and Plan Sponsor websites to effectively integrate functions in a current, consistent, and user friendly manner.  Participants receive a quarterly leadership report, monthly updates, a feature matrix, searchable online archive and an invitation to attend an annual User Group Meeting. 

Defined Contribution Leadership
ReviewThe Defined Contribution Leadership Review is a report highlighting website innovations across the retirement industry and identifies the industry’s best sites. The results show the rankings of the top defined contribution sites for plan sponsors and/or plan participants.

Customized Website EvaluationA customizable engagement to evaluate and report on a website's standing as compared to leading sites and the industry. Includes detailed recommendations for moving the site toward competitive superiority and a diagnosis of whether or not the site qualifies for the Dalbar Seal for Communications.

e-Business ExchangeA forum which brings together leaders in setting strategy for developing and delivering e-Business services. Meetings enable members to gain a thorough understanding of the latest industry trends and provide insight into the newest best practices that deliver success.

e-Delivery Benchmarks
& Best PracticesThe e-Delivery Benchmarks & Best Practices is a report that details e-delivery benchmarks for adoption rates, e-delivery practices to avoid and those that have resulted in success.

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.