Get the 2025 E-Delivery Report Brief from DALBAR
This executive brief summarizes key findings from DALBAR’s 2025 E-Delivery State of the Industry Report.
You’ll get a clear look at how leading financial firms are improving digital adoption through:
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Adoption benchmarks and industry insights
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Incentive strategies that work
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Advisor-driven enrollment tips

What are top firms doing differently?
In this brief, you’ll find real tactics being used by leading financial institutions to drive e-delivery adoption—without disrupting client experience.
It’s grounded in DALBAR’s 2025 industry research and highlights strategies that have proven effective across brokerage, mutual fund, and annuity accounts.
✅ Based on insights from leading firms
✅ Includes advisor-driven enrollment tips
✅ Ideal for compliance, ops, and CX teams