Digital Advice Monitor
This product tracks the following firms…
Monthly Updates– In-depth reports that focus on key aspects of the online client and prospect user experience, products, account documents, industry trends and more. Reports include:
- Detailed reviews of each Digital Advice Monitor firms
- Key findings and best practice analysis to help improve your company’s offerings
- Handy matrix summarizing your competitors’ offerings
Quarterly Reports – Comprehensive review of changes and additions to competitor public, client and advisor sites with an emphasis on:
- Website design and usability
- Online product and education resources
- Online marketing practices
- Client account information and transaction capabilities
Quarterly Research Report Summary Slide Decks– Key summary findings, best practices from industry leaders and recommendations from each report condensed into a convenient slide deck that can easily be shared with colleagues.
Client Website Videos– Go behind-the-login for both website and mobile apps, and take a first-hand look at the online resources your competitors offer their clients.
Client Collateral Materials– All materials and communications that we receive are available for subscribers to view or download online. This includes account statements, newsletters, marketing pieces, disclosure documents and email communications.
Competitor Summary Matrices– Breakdown of the key client website features offered by all Digital Advice Monitor firms. A matrix comparing products and key fees is also included.
Analyst Support– Personalized research support from our experienced Digital Advice Monitor team.