Advisor Monitor + Self-Employed Retirement Plans
+ Client Segmentation
+ Literature Order Systems
+ Practice Management
+ Life Event Resources
+ High Net Worth Prospecting
+ Commentary
+ Webinars
+ White Papers
+ Estate Planning
+ 2012 Monitor Awards






 

Annuity Monitor+ Client Account Services
+ Public Site Tools and Calculators
+ Fixed Annuity Product Information & Marketing
+ Life Events & Retirement Planning
+ Guaranteed Income Riders, Marketing & Information
+ Login Security
+ Advisor Sales Tools & Ideas
+ Product Features & Guarantees
+ Account Information Display Review
+ Fee Analysis
+ Advisor Variable Annuity Product Info & Marketing

Bank Monitor + Private Site Navigation
+ Online Promotions
+ Alert Centers
+ Private Site Homepages
+ Account Switching & Migration Tools
+ Banking Rewards Programs
+ Online Statements
+ Account Activity Presentation
+ Checking and Savings Fees
+ Online Applications: New Clients
+ Online Applications: Existing Clients


 

Broker Monitor + Annual Statement Review
+ Customer Service Phone Calls + Commission Review
+ Account Fee Update
+ Branch/FA Locators
+ 1099 Tax Guides
+ Brokerage Magazines & Newsletters
+ Cash Management Services
+ Statement Stuffers
+ Managed Accounts
+Women & Investing






 

Credit Card Monitor + Cash Back Cards
+ Gift Cards
+ Card Product Pages
+ Credit Card Fees
+ Online Dispute Logging
+ Gas Cards
+ e-Statements & Paperless Settings
+ Online Applications
+ Online Account Maintenance
+ Product Cross Promotion
+ Co-branded Airline Cards


 

e-Monitor + Futures Trading Capabilities
+ Global/International Research
+ Live Chat Tools
+ Online Account Maintenance
+ Alerts
+ Private Homepages
+ Life Event Resources
+ Online Account Applications
+ Global Trading Capabilities
+ Online Trading Communities
+ 2012 e- Monitor Awards

Life Insurance Monitor +Social Media
+ Mobile Apps
+ Customer Service Centers
+ Welcome Kits
+ Term Life Insurance Products
+ Whole Life Insurance
+ Advisor Illustration Tools
+ Mystery Shop
+ Quote Tools/Calculators
+ Multimedia Resources




 

Mutual Fund Monitor +Statements Review
+ Rich Media
+ Rollover IRAs
+ Blog Integration
+ Product Promotion
+ Live Chat Tools
+ In and Nearing Retirement
+ Online Help
+ Search Tools
+ Private Homepages





 

P&C Monitor + Account Opening
+ Social Media
+ Mobile Apps
+ Login Security
+ Statement Analysis
+ Online Claims
+ Email Customer Service
+ Transaction Capabilities
+ Client Policy Services






 

SB Card Monitor + Recent Activity Pages
+ Business Card Fee Summary
+ Product Information Pages
+ Online Employee Card Management Tools
+ Add Authorized Users
+ Online Small Business Community Forums
+ A Look At Business Reward Cards & Benefits
+ Payment Capabilities
+ Online Credit Line Increase
+ Mobile Apps
+ Business Card Collateral Material

Mobile Monitor + Mobile Leaders
+ Account Information
+ Transaction Capabilities