State of the Industry: Mobile Online Enrollment 2022

$2,950.00

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 Mobile Online Enrollment experiences for quick, traditional, and app enrollment methods, uncovering key practices in:

  1. The initial participant impression

  2. Registration

  3. Best methods for gathering personal details, choosing investments, designating beneficiaries, etc.

  4. Online assistance and instruction

  5. Access to relevant resources

  6. Optional services that participants can elect

  7. Mobile optimization

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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 Mobile Online Enrollment experiences for quick, traditional, and app enrollment methods, uncovering key practices in:

  1. The initial participant impression

  2. Registration

  3. Best methods for gathering personal details, choosing investments, designating beneficiaries, etc.

  4. Online assistance and instruction

  5. Access to relevant resources

  6. Optional services that participants can elect

  7. Mobile optimization

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 Mobile Online Enrollment experiences for quick, traditional, and app enrollment methods, uncovering key practices in:

  1. The initial participant impression

  2. Registration

  3. Best methods for gathering personal details, choosing investments, designating beneficiaries, etc.

  4. Online assistance and instruction

  5. Access to relevant resources

  6. Optional services that participants can elect

  7. Mobile optimization

Online Enrollment Report Package
$7,800.00
State of the Industry: Online Enrollment 2022
$4,950.00
Mobile Enrollment Report Package
$5,550.00