2009 top 10 web sites for financial intermediaries

kasina’s Top 10 Web Sites for Financial Intermediaries

December, 2009

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Web Site Evolution, Not Revolution+ Advisors and Clients are strained by the market turmoil

Seek information and analytics, better, faster, and more intuitive*

+ Firms using underlying technology to provide simplicity to advisors

+ Few firms with major overhauls of Web sites Most focused on improving interactivity, content, and level of customization Definite trend towards a more user-driven experience

*product info, news and market commentary, and educational are top 3 topics advisors seek online, What Advisors Do Online 2009, kasina

Web Site Evolution, Not Revolution

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kasina’s Methodology+ kasina’s methodology has advanced

2009 adjustments reflect the evolving expectations of advisors and improving Web capabilities User experience reflects scenario analysis plus qualitative assessment, each one half of total

+ Three-tier methodology: Availability (35%) – Offering the most important content and functionality Quality (45%) – Providing high-quality content and functionality User Experience (20%) – Offering a positive user experience

kasina’s Methodology

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The 2009 Top 10 Web Sites for Financial Intermediaries

The Top 10 Web Sites for Financial Intermediaries – 2009

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

* Higher than #10 by fractions of a point

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BlackRock+ Supports advisor with customizable, client-ready reports on popular topics

Best practices, sample reports, related resources


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John Hancock+ Dynamic Literature Ordering lets advisors download, order, route materials


7

J.P. Morgan Funds Management+ Informative display and filtering options ease focus on fund details

Style box, featured funds, performance Brings data up, instead of requiring advisor to drill down


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American Funds+ Easily analyze and select fund alternatives with Compare/Download Fund Data


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Conclusion: Using Complexity to Simplify for Users+ More dynamic interaction to bring content and data to the surface

+ Greater interactivity and guidance Give advisors more control of what level of detail to see and how they see it Package more content into programs and/or offer step-by-step guidance

+ Explore extensive customization Drive customization beyond the home page Use technology to provide self-selected functionality and reporting

+ The Web can drive sales. Making advisors love the experience at your site will insure they drive sales to you!

Conclusion

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About kasina

kasina also runs the kasina Youth Foundation.More information is available at

www.kasinafoundation.org

Our firm has a singular mission:Innovate distribution in financial services

About kasina

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Thank You.

Eric DaughertyDirector of Research

e-mail: [email protected]: 646.257.4465fax: 212.349.7413

For more information, please contact:

581 Avenue of the Americas, 5th FlNew York, NY 10011

2009 top 10 web sites for financial intermediaries

Economy & Finance