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Welcome to DALBAR WebMonitor!

On an ongoing basis, DALBAR's team of analysts audit the digital experiences offered by financial services firms. These valuable findings enable firms to identify where they stand among their peers not only in the range of content and capabilities, but also in the quality of the experiences offered. A keen awareness of where your firm stands within the broader industry landscape is crucial to identifying weaknesses in your digital assets and justifying expenditures to correct those weaknesses. Equally important is knowing where your firm shines and the ability to promote those accomplishments.

We'd love to answer any questions you have about DALBAR's digital research. Just email us at DALBARIntellect@dalbar.com.

Top 10 Ranking Q1 2024
1 TIAA
2 Nationwide
3 Fidelity
4 Lincoln Financial
5 Corebridge Financial
6 Thrivent Financial
7 Jackson National
8 Principal Financial
9 AXA
10 Prudential Financial
Now Available!
  State of the Industry: Online Enrollment
  e-Delivery Benchmarks
Coming Soon
  •  State of the Industry: Financial Wellness Resources
  •  e-Delivery Onboarding
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