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Longer Intellectual Reach = Greater Client ValueCorporate Insight publishes in-depth research on a variety of subjects within our areas of expertise. Our Monitor analysts generate an ongoing series of reports on narrowly focused topics of interest linked to our Monitor services. Our consulting team produces its own syndicated studies on higher-profile topics, like social media and online education.
Our research adds significant value for clients by extending the intellectual reach of our analysts and consultants . See the results of that reach both on this page—which features our latest Monitor-related reports—and the pages that follow.
This Advisor Monitor Report examines the rich media available on advisor sites. In this report, we analyzed the different ways firms support their advisors in their client interactions. We looked for firms that use multimedia to enhance the advisor experience, rather than those that merely regard multimedia as visually stimulating commentary. We also graded firms based on the effectiveness with which they denote multimedia files with icons and how well firms archive rich media. Our examination also considers how effectively firms promote their rich media on advisor site homepages.
When reviewing rich media, we graded firms by the following:
Firms performed exceptionally well in terms of accessibility. Seventy-six percent of firms featured a homepage promotion of some sort, advertising multimedia. Additionally, 71% provided icons, differentiating between multimedia and text-only pieces.
Firms were less successful in their efforts to provide functional pieces. While all but one of the 17 Advisor firms offer navigation controls on their rich media, only 35% of firms feature navigable chapters. Additionally, only 12% offer an internal rating system that allows users to provide feedback.
Firms scored well in terms of the content they offered. Ninety-four percent provide access to a streaming video. Similarly, 88% offer access to a streaming audio file, 47% provide podcasts and 53% feature webinars. Additionally, 88% of firms offer advisors multiple multimedia topics.
The report includes the following key findings: