Last week in Broker Monitor, we published our annual Statement Analysis, which benchmarks the brokerage statement we receive. In the review, we provide some recommendations around best practices in statement design such as:

  • Be attuned to consistency and flow of information
  • Keep related information together
  • Pay attention to clarity and simplicity

Clearly, volumes can be written on the design challenges financial firms face when it comes to their statement communications. In determining some of the most important factors, Elizabeth Gooding at Art Plus Technology was very helpful and provided some insights that her firm has learned over the years of statement design and development. Elizabeth was also kind enough to provide us with an article she wrote about reducing noise within client statements, which we provide here. It’s a good read.

Download ReadingRightSignals_2-06.pdf