The benefits of a Web-based Enrollment experience are numerous - higher efficiency, lower likelihood of abandonment, immediate recognition of incomplete data, easier tracking, convenient placement of relevant tools and resources, just to name a few.
DALBAR examines the State of the Industry with respect to Online Enrollment experiences for desktop - both quick and traditional enrollment methods, uncovering key practices in:
The initial participant impression
Registration
Best methods for gathering personal details, choosing investments, designating beneficiaries, etc.
Online assistance and instruction
Access to relevant resources
Optional services that participants can elect
The benefits of a Web-based Enrollment experience are numerous - higher efficiency, lower likelihood of abandonment, immediate recognition of incomplete data, easier tracking, convenient placement of relevant tools and resources, just to name a few.
DALBAR examines the State of the Industry with respect to Online Enrollment experiences for desktop - both quick and traditional enrollment methods, uncovering key practices in:
The initial participant impression
Registration
Best methods for gathering personal details, choosing investments, designating beneficiaries, etc.
Online assistance and instruction
Access to relevant resources
Optional services that participants can elect
