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2015 Advisor Monitor Awards

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Corporate Insight's 2015 Monitor Awards are out! The awards honor financial services firms for excellence in the online user experience they offer prospects, clients and advisors. Throughout the month of February, we will be releasing a series of slide decks highlighting the firms that received Gold Monitor Awards. Each of the nine slide decks will focus on a specific industry within financial services.

The Advisor Monitor Awards are given out across five categories:

Advisor Homepage
Navigation
Practice Management Resources
Literature Order Systems
Best New Tool

The slide deck highlights the Gold Monitor Award winning firms in each category and explains why their online offerings were best in class.

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2015 Advisor Monitor Awards

  1. 1. 2015 Award Winners Gold Monitor Awards ADVISOR MONITOR
  2. 2. AboutUs Corporate Insight provides competitive intelligence and user experience research to the nation’s leading financial institutions. For over 20 years, the firm has tracked technological developments in the financial services industry, identifying best practices in online banking and investing, online insurance, mobile finance, active trading platforms, social media and other emerging areas. There are no assumptions in Corporate Insight’s work – we use live accounts at all of the firms we research, providing our clients with unparalleled, unbiased intelligence on the competition. Connect With Us Promote Your Firm’s 2015 Gold Monitor Awards! Corporate Insight is happy to assist all Gold Monitor Award winning firms in promoting their honors. For more information and to see examples of past promotions, contact us at PR@Corporateinsight.com. Press Coverage
  3. 3. Corporate Insight is pleased to present our 14th annual Mutual Funds Advisor Monitor Awards report, offering a broad benchmarking of the asset management industry across five key sectors: Advisor Homepage, Navigation, Retirement Centers, Practice Management Resources, Literature Order Systems and Best New Tool. This is the first year that Best New Tool is featured as an awards category. As in past years, we reserve the Gold Medal for firms that present exceptional offerings within given categories. We award a Silver Medal for features that offer similar value but lack some of the outstanding attributes and functions of the best offerings. We give a Bronze Medal to firms that offer a unique or noteworthy iteration but do not meet the highest standards for a given category. AdvisorMonitorAwards 0 1 2 3 4 Putnam PIMCO Oppenheimer Funds Lord Abbett iShares Hartford Funds Franklin Templeton Fidelity BlackRock American Funds Allianz Global Medal Count Gold Silver Bronze
  4. 4. Advisor Homepage Navigation Practice Management Resources CategoryOverview Best New Tool Literature Order Systems Promote Your Firm’s 2015 Gold Monitor Awards! Corporate Insight is happy to assist all Gold Monitor Award winning firms in promoting their honors. For more information and to see examples of past promotions, contact us at PR@Corporateinsight.com.
  5. 5. Advisor homepages should provide access to main areas of interest while effectively promoting commentary, thought leadership insights and products. We focus on different ways that firms promote their content as well as how homepages are designed and laid out. Advisor homepages that feature customizable options such as watch lists were rated more favorably. Homepages with responsive design received extra points. We evaluated firms based on design and overall appearance, commentary promotion, product promotion and news and events updates. Fidelity earns its first advisor homepage gold medal for its attractively designed homepage that includes strong product promotions, responsive design and customizable options. The firm’s 2015 website revamp improved its use of white space, navigation and product focus. Fidelity’s homepage employs an excellent balance of color, well-defined sections, rich images and an effective white background to highlight content. The homepage effectively promotes topical financial commentaries. AdvisorHomepage
  6. 6. This category considers the user experience in progressing through websites, focusing on how the main menu functions and provides access to different site features. We analyze how firms employ basic web technologies like rollover capabilities and the use of breadcrumbs to facilitate location awareness. Our updated grading criteria includes responsive design, main menu, supplemental navigation, link and button affordance and search capabilities. Fidelity receives the gold medal for its navigational structure that boasts an advanced main menu, strong search capabilities and consistent design principles within pages. The site’s main navigational menu stands out because it appears and dissolves quickly, employs bold font and a clear color contrast between categories, and offers promotions within the tab. Flyout menus list second-level sections under each tab in a bold white color, and each tab has an overview page. As with other leaders in this report, the firm highlights tabs that an advisor is viewing and includes breadcrumbs and local menus to help keep advisors oriented on the site. Navigation
  7. 7. For practice management, we examine materials that asset managers provide for financial advisors to build business and manage their operations. This ranges from tips for garnering referrals to advice on incorporating new technology into a practice. We focus on several aspects of the practice management experience including material accessibility, the breadth of topics addressed and any innovative or interactive features included on the sites. Changes to firm rankings this year were primarily due to firm enhancements. In evaluating this year’s resources, we looked for accessibility and centralization, deliverables and actionable materials, topic range and innovative features. Hartford Funds earns the top position for providing advisors rich practice management resources. Although the firm made no significant changes to its practice management offerings since our last review, this year we revised category criteria to place greater importance on accessibility and the range of formats materials provided. Resources are available in a dedicated Practice Management section in the Business Building tab. Hartford Funds’ practice management topic units clearly define how materials can be placed into practice, providing both insight and actionable steps for advisors. Resources come in a variety of formats including audio, video, PDFs, slide decks and worksheets. PracticeManagementResources
  8. 8. This category evaluates literature centers, focusing on best practices in the document ordering experience. Efficient literature centers provide advisors with ample resources for practice management, such as client-ready materials, including brochures, fund documents and forms. The extent to which asset management firms are efficient and effective in distributing literature to advisors may play a large role in the ability to attract and engage potential and current clients. In this category, we examine accessibility, what kind of browsing capabilities are provided, shopping cart technology, order tracking and literature descriptions. We favor firms with features like continually viewable carts, detailed document descriptions, dynamic navigation controls with powerful search options and useful filters to narrow down relevant results. Franklin Templeton maintains its third consecutive gold medal for this year’s advisor site revamp that further enhanced the firm’s already-exemplary literature system. Highlights of the literature order system include a user-friendly shopping cart with ubiquitous access, responsive design, advanced search and filtering options and detailed item descriptions. The literature section’s dedicated search field includes a predictive search that generates both product and keyword suggestions. LiteratureOrderSystems
  9. 9. This year we introduce a category that rewards firms for introducing a new tool with which advisors can serve clients and prepare for financial planning challenges they may face. The tool’s results can become crucial conversation starters between financial professionals and clients. We considered all tools released during the calendar year across all financial planning purposes (e.g., retirement, college planning, portfolio construction). Our review evaluates the range of inputs required by tools as well as the depth of analysis. Quality of results was a key focus, with points awarded to firms that provided a clear breakdown of projected results in PDF reports. Tools accompanied with educational guides, methodologies or other supplemental materials were viewed more favorably. BlackRock’s iRetire earns our first ever Best New Tool gold medal. This impressive software platform aims to shift the conversation of preparing for retirement from creating a nest egg to planning retirement incomes. The tool employs robust analytical power through proprietary BlackRock technology, including the firm's CoRI retirement income indexes and risk analytics from its Aladdin platform. iRetire boasts an attractive, tablet- friendly interface as well as an impressive supply of supporting resources. The tool is promoted and accessible to registered advisors from a dedicated Introducing iRetire page in the Financial Professionals tab. BestNewTool
  10. 10. 2015Top GoldMedalWinners 2 3 Fidelity 22 In the 2015 Advisor Monitor Awards, Fidelity leads with two gold medals, leaving BlackRock, Franklin Templeton and Harford Funds each with one gold medal.
  11. 11. 646-929-5158 Efazekas@corporateinsight.com Connect with Erika Erika Fazekas Analyst Advisor Monitor & Mutual Fund Monitor ContactUs Connect With CI
  • hollandfintech

    Feb. 18, 2016

Corporate Insight's 2015 Monitor Awards are out! The awards honor financial services firms for excellence in the online user experience they offer prospects, clients and advisors. Throughout the month of February, we will be releasing a series of slide decks highlighting the firms that received Gold Monitor Awards. Each of the nine slide decks will focus on a specific industry within financial services. The Advisor Monitor Awards are given out across five categories: Advisor Homepage Navigation Practice Management Resources Literature Order Systems Best New Tool The slide deck highlights the Gold Monitor Award winning firms in each category and explains why their online offerings were best in class.

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