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DALBAR's 2024 Mobile InSIGHT Review

On February 3, 2025, DALBAR, Inc. announced the results of its 2024 Mobile InSIGHT Review, recognizing outstanding financial services firms for their exceptional mobile-optimized websites. This annual assessment aims to identify companies that provide superior user experiences, especially for customers who are constantly on the move.

Shelley Eramo, Director at DALBAR, expressed pride in acknowledging the commitment of these firms to delivering excellent mobile experiences. She highlighted their profound understanding of the needs of customers who require seamless, intuitive interactions with their financial services as they navigate through their busy lives.

Criteria for Evaluation

The evaluation examines mobile-optimized websites based on 11 essential criteria, including design quality, security robustness, ease of navigation, and personalization features. This rigorous assessment process ensures that only the top performers are recognized for their excellence in providing mobile user experience.

Leading Firms

The review categorized firms into three distinct groups—Employer-sponsored Retirement Plans, Life Insurance & Annuities, and Mutual Funds. Here are the standout performers in each category:

Employer-sponsored Retirement Plans

• - Nationwide (Public Sector)
• - Corebridge Financial
• - Nationwide (Private Sector)
• - Voya Financial
• - Sentinel Group
• - TIAA

Life Insurance & Annuities

• - Nationwide
• - Fidelity
• - USAA
• - Lincoln Financial
• - Corebridge Financial

Mutual Funds

• - Franklin Templeton
• - TIAA
• - American Century Investments

These standout firms have earned a DALBAR designation of 'Excellent,' showcasing their efforts to create mobile web experiences that are not only informative but also customer-centric. They're leading the charge in setting benchmarks in mobile user experience, which has become increasingly crucial in today's digital age.

The Importance of Innovation

The commitment to innovation and continuous improvement demonstrated by these firms establishes a high standard for the financial services industry. As users increasingly rely on mobile devices for managing their financial affairs, organizations must prioritize creating efficient mobile platforms. The firms highlighted in this review exemplify how industry leaders can enhance user engagement and satisfaction through thoughtful design and functionality.

About DALBAR

DALBAR is an independent research firm dedicated to elevating excellence within the financial services industry. By focusing on customer behavior and effective communication, DALBAR offers valuable insights, ratings, and benchmarking services that empower financial institutions to foster meaningful client relationships. The firm is recognized for its pivotal role in raising the standards of service across the financial services sector.

For more insights and updates from DALBAR, interested parties can visit DALBAR's official website, or follow them on LinkedIn and Twitter for real-time updates on industry standards and best practices.

In conclusion, the 2024 Mobile InSIGHT Review by DALBAR not only highlights achievements but also shines a light on the future of mobile optimization in financial services, promoting accountability and excellence in user experience.