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This report focuses on the transaction capabilities offered to clients on Annuity Monitor firms’ private websites.
We looked at the following aspects of 16 firms’ transactional capabilities:
- Accessibility
- Transaction Interface
- Transaction Selection
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This report looks at the account services offered to clients by Annuity Monitor firms.
We considered the following aspects of 16 firms’ account service features:
• Accessibility
• Presentation
• Account Service Selection
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This report evaluates the email customer service offered to clients and the general public by 16 Annuity Monitor firms.
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This report focuses on Annuity Monitor firms’ public site interactive tools and calculators, an underutilized resource offered by less than half of Annuity Monitor firms.
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This report looks at the interactive tools and calculators offered by Annuity Monitor firms on the private website.
We looked at the following aspects of each firm’s offerings:
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Accessibility
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Interface Design
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Results
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Firms need to provide clients with an accurate and detailed record of past account activity. To this end, private site transaction histories offer clients a convenient way of accessing this pertinent information. This report examines Annuity Monitor firms’ private site transaction histories with a focus on accessibility, usability and transaction detail.
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