Actionable and Exclusive

• Advisor Monitor evaluates the Websites for investment professionals offered by leading mutual fund managers.


• Annuity Monitor analyzes key external interfaces for the biggest providers of annuity products: the Websites for customers and financial professionals; call centers; and marketing materials for customers and financial professionals.


• Bank Monitor analyzes the Websites, call centers and marketing materials of a mix of top national, regional and online-only banks.


• Broker Monitor is our original Monitor and debuted in 1996. It covers the offline customer experience at the major full-service, self-directed and discount brokerage firms.


• Credit Card Monitor examines the Websites and product portfolios of the biggest credit card issuers. In addition to a capabilities matrix, subscription includes a product matrix comparing each card product at each issuer.


• e-Monitor covers the online customer experience at the same brokerage firms as Broker Monitor.


• Life Insurance Monitor tracks and analyzes the website capabilities and marketing materials that insurance firms provide to prospects, clients and advisors.


• Mutual Fund Monitor evaluates the Websites of leading mutual fund managers in the wholesale and direct distribution channels from the investor’s perspective.


• Property & Casualty Monitor examines the website capabilities and marketing materials that property and casualty insurers provide to prospects and clients.


• Small Business Card Monitor assesses credit cards for small businesses issued by a subset of the issuers covered in Credit Card Monitor.


• Mobile Monitor tracks and evaluates the mobile platforms, including mobile sites and apps for various devices, offered by leading firms across the financial services industry.