The 2012 Advisor Gold Monitor Award Winners by Corporate Insight

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The Advisor Monitor Awards presented by Corporate Insight recognize financial services firms for excellence in the online user experience they offer prospects, clients and advisors. The eight slide decks in this series highlights the firms in a specific industry within financial services that received Gold Monitor Awards.

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The 2012 Advisor Gold Monitor Award Winners by Corporate Insight

  1. 1. 2012 GOLD MONITOR WINNERS SERIES ADVISOR
  2. 2. ADVISOR MONITORCATEGORY OVERVIEW1. Advisor Homepage2. Navigation3. Practice Management Resources4. Rich Media5. Fund Screeners6. Life Stages
  3. 3. ADVISOR HOMEPAGE BlackRock’s engaging advisor homepage provides regularly updated features such as a live Twitter feed, a Daily Stat, Weekly Advisor Tip, and a Chart of the Week.
  4. 4. NAVIGATION AllianceBernstein’s redesigned site features an improved two-column menu with contextual promotions and strong organization.
  5. 5. PRACTICE MANAGEMENTRESOURCES BlackRock provides a full suite of value-added resources, many within multi- stepped outlines that guide advisors through the process of using them.
  6. 6. RICH MEDIA Putnam’s Advisor Tech Tips blog raises the bar for creative and original rich media, providing advisors with strategies to use social media and tablets in their business.
  7. 7. FUND SCREENERS The iShares fund screener provides elaborate filtering options through four tabs, and for a simpler tool, the firm’s main menu contains a rollover fund filter.
  8. 8. LIFE STAGES MFS combines strong presentation of facts and figures relating to life stage planning through an excellent layout of resources and descriptions of how to use them with clients.
  9. 9. Contact Us Connect with UsJeff LatzerSenior Analyst, Advisor & Mutual Fund Monitor Corporate Insight Blog212-832-2002 x-123jlatzer@corporateinsight.com Follow @CInsightBen PoustyMarketing Manager Follow CI on LinkedIn212-832-2002 x-134bpousty@corporateinsight.com Like CI on Facebook CI Presentations on SlideShare

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