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| Strategic Website AssessmentA 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. |
WebMonitor Quarterly Ranking & TrendingA 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.
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| 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. |
The State of Social Media in Financial Services Dalbar’s The State of Social Media in Financial Services Report includes an overview of guidelines set forth by FINRA and industry leaders. It provides an analysis of social media usage and examples of its use on financial services websites. You will also find in this report considerations for using social media now and in the future and social Media ranking and benchmarking. |
| Website DiagnosticA customizable engagement to evaluate and report on a website's standing as compared to leading sites and the industry. Includes whether or not the site qualifies for the Dalbar Seal for Communications. |
Social Media ForumDalbar has created the Social Media Forum to keep financial services executives aware of the evolving ways Social Media is transforming business practices and its growing applicability to members’ own businesses. |
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Copyright©
2012
DALBAR, Inc. All rights reserved.
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