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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 Mutual Fund Monitor Report examines the email support services offered by our coverage firms. In this report, we graded firms based on the clarity of their question submittal forms, including specific options and features. Additionally, we considered the length of time that firms took to respond, as well as the accuracy of the information that firms relayed.
When reviewing these support options provided by mutual fund firms, we graded firms based on the following:
Firms generally scored well in this report. Four firms earned As and six received Bs. One firm received a D and two firms received failing grades. (Three firms were not considered in the report.)
Firm performance varied in terms of accessibility. All but one firm provides public site email support. Additionally, all of the firms considered for this report provide access to a contact form on the Contact Us page. Only two firms provide access to a private site message center.
Firms performed well in terms of their email interface. All but two firms offer a site-based interface. All but one firm requires users to enter their name when submitting an inquiry, and all but one also require users to submit an email address.
Performance also varied in terms of delivery and response time. All but one firm provided an HTML confirmation page, and 69% sent an email confirmation. Additionally, half the firms in this report provided an estimated response time for public site questions, while only 21% provide an estimated response time for private site questions.
The report includes the following key findings: