2009 Top 10 Web Sites For Financial Intermediaries


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kasina delivers its 11th annual review of asset management web sites for financial intermediaries. The report highlights how sites are evolving, and best practices in asset management sites.

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2009 Top 10 Web Sites For Financial Intermediaries

  1. 1. kasina’s Top 10 Web Sites for Financial Intermediaries December, 2009
  2. 2. Web Site Evolution, Not Revolution <ul><li>Advisors and Clients are strained by the market turmoil </li></ul><ul><ul><li>Seek information and analytics, better, faster, and more intuitive* </li></ul></ul><ul><li>Firms using underlying technology to provide simplicity to advisors </li></ul><ul><li>Few firms with major overhauls of Web sites </li></ul><ul><ul><li>Most focused on improving interactivity, content, and level of customization </li></ul></ul><ul><ul><li>Definite trend towards a more user-driven experience </li></ul></ul><ul><li>* product info, news and market commentary, and educational are top 3 topics advisors seek online, What Advisors Do Online 2009, kasina </li></ul>Web Site Evolution, Not Revolution
  3. 3. kasina’s Methodology <ul><li>kasina’s methodology has advanced </li></ul><ul><ul><li>2009 adjustments reflect the evolving expectations of advisors and improving Web capabilities </li></ul></ul><ul><ul><li>User experience reflects scenario analysis plus qualitative assessment, each one half of total </li></ul></ul><ul><li>Three-tier methodology: </li></ul><ul><ul><li>Availability (35%) – Offering the most important content and functionality </li></ul></ul><ul><ul><li>Quality (45%) – Providing high-quality content and functionality </li></ul></ul><ul><ul><li>User Experience (20%) – Offering a positive user experience </li></ul></ul>kasina’s Methodology
  4. 4. The 2009 Top 10 Web Sites for Financial Intermediaries The Top 10 Web Sites for Financial Intermediaries – 2009 * Higher than #10 by fractions of a point COMPANY AVAILABILITY SCORE (out of 100) QUALITY SCORE (out of 100) USER EXPERIENCE (out of 100) OVERALL KASINA WEB INDEX SCORE (out of 100) 1 BlackRock 77 84 89 83 2 John Hancock 81 82 86 82 3 J.P. Morgan Funds 75 78 86 78 4 American Funds 78 69 84 75 5 Fidelity Investments Institutional Services Company, Inc. 78 69 78 74 6 DWS Investments 69 67 87 72 7 The Vanguard Group 77 69 67 71 8 Putnam Investments 72 67 73 70 9 Franklin Templeton Investments 68 67 71 68* 10 OppenheimerFunds 68 69 64 68
  5. 5. BlackRock <ul><li>Supports advisor with customizable, client-ready reports on popular topics </li></ul><ul><ul><li>Best practices, sample reports, related resources </li></ul></ul>The Top 10 Web Sites for Financial Intermediaries – 2009
  6. 6. John Hancock <ul><li>Dynamic Literature Ordering lets advisors download, order, route materials </li></ul>The Top 10 Web Sites for Financial Intermediaries – 2009
  7. 7. J.P. Morgan Funds Management <ul><li>Informative display and filtering options ease focus on fund details </li></ul><ul><ul><li>Style box, featured funds, performance </li></ul></ul><ul><ul><li>Brings data up, instead of requiring advisor to drill down </li></ul></ul>The Top 10 Web Sites for Financial Intermediaries – 2009
  8. 8. American Funds <ul><li>Easily analyze and select fund alternatives with Compare/Download Fund Data </li></ul>The Top 10 Web Sites for Financial Intermediaries – 2009
  9. 9. Conclusion: Using Complexity to Simplify for Users <ul><li>More dynamic interaction to bring content and data to the surface </li></ul><ul><li>Greater interactivity and guidance </li></ul><ul><ul><li>Give advisors more control of what level of detail to see and how they see it </li></ul></ul><ul><ul><li>Package more content into programs and/or offer step-by-step guidance </li></ul></ul><ul><li>Explore extensive customization </li></ul><ul><ul><li>Drive customization beyond the home page </li></ul></ul><ul><ul><li>Use technology to provide self-selected functionality and reporting </li></ul></ul><ul><li>The Web can drive sales. Making advisors love the experience at your site will insure they drive sales to you! </li></ul>Conclusion
  10. 10. About kasina <ul><li>kasina also runs the kasina Youth Foundation. </li></ul><ul><li>More information is available at </li></ul><ul><li>www.kasinafoundation.org </li></ul>Our firm has a singular mission: Innovate distribution in financial services About kasina
  11. 11. Thank You. Eric Daugherty Director of Research e-mail: [email_address] phone: 646.257.4465 fax: 212.349.7413 For more information, please contact: 581 Avenue of the Americas, 5th Fl New York, NY 10011