 |
|
|
 |
Industry Research:
Current Research
---------------------
Reports For Purchase
Click here if you would like to receive information from Pyramid about upcoming events, reports, or articles.
|
|
|
|
|
|
Benchmarking Internet Servicing of Advisors
Through Wholesalers, Email, Content Syndication, Personalization and Product Supplier Websites
Participating Companies
Topics Covered
Why Purchase the Study?
Customized Benchmarking Studies
Select Findings
Table of Contents
Pricing
Participating Companies
- AIM Investments
- AllianceBernstein
- American Funds
- American Century
- Barclays Global Investors
- Calvert Group
- Calamos Investments
- Federated Investors
- Fidelity Investments Institutional Services Company
- Franklin Templeton
|
- John Hancock
- Lincoln Financial/Delaware
- Merrill Lynch Investment Managers
- MFS Investment Management
- Northern Trust
- OppenheimerFunds
- Phoenix Investments
- SEI Investments
- Wells Fargo Funds
- Wells Real Estate Funds
|
Back to top
Topics Covered
- E-Wholesaling (Our definitition)
- Website Personalization (Our definitition)
- Customization (Our definitition)
- Email programs
- Content Syndication (Our definitition)
- Product Supplier Website features including:
- Account Activities
- Product Information
- Literature Delivery
- Prospecting Tools
- Commentary
- Education and Business Building
- Proposals, Hypotheticals and Calculators
- Self and Assisted-Service
- Managed Account Product and Account Information
- Managed Account Sales Tools
- 529 Product and Account Information
- 529 Sales Tools
- Variable Annuities
Back to top
Why Purchase the Study?
- Benchmark your Internet services against the competition
- Learn what services are standard, advanced and best practices in eighteen categories covered in the study
- Pinpoint emerging industry trends, and find ways to meet and exceed them
- Retain and increase budgets
- Understand current practices and future plans
Back to top
Customized Benchmarking Studies
We can provide you with a Customized Competitive Comparison that shows how
you compare to a peer group in each of the eighteen categories covered in
the study, and overall.
The peer group can be:
- A group of participants of your choosing or
- The entire group of participants
How Do You Compare?
Illustrative Example of Peer Group Summary
Illustrative Example of Detail Provided for Each Service Category
Back to top
Select Findings
Increased adoption of technology by wholesalers
Website personalization on the rise
Literature ordering getting resources
Increase in book of business manipulation on advisor websites
Email alerts now a Standard Service
Back to top
Table of Contents
View table of contents
Back to top
Pricing
 |
Full Report - Non-participants - $2,500, Participants - $1,750.
Customized Benchmark Report - Non-participants - $4,000, Participants - $2,000
to purchase report, call Nanette Cuccia at 718.268.3884
or email Nanette@PyramidUpdate.com |
We accept the following credit cards:
   |
|
|
|
|
|
|
|
 |
|
 |
 |
Announcement |
 |
|
 |
|
Increase your Internet Servicing of Advisors IQ in 2005! Purchase our Benchmarking Internet Servicing of Advisors study, and Technology and Internet Usage of Financial Professionals in early 2005, and receive a 25% discount. Please click here for more details.
|
|
 |
|
|
 |
|
|
|
|
Announcement |
|
|
|
|
Receive a 15% discount for the purchase of all three of our reports on Technology, Internet and Marketing Usage of Advisors, which cover two advisor segments:
- Fee-based Registered Investment Advisors
- Financial Planners who Affiliate with Independent Broker-Dealers
Please click here for details. |
|
|
|
|
|
|
|
