Winners A-Z

    2017 Service Award Winners

     

    The DALBAR Service Award symbolizes the achievement of the highest tier of call center service to customers within the financial services industry. It is awarded only to those firms that exceed industry norms in key service areas. The winners of this award are the service leaders within the financial services industry. The firms listed below represent the top firms in this category. In recognition of this accomplishment they have been awarded the DALBAR Service Award for 2017.

    Recipients are organized by audience served and listed alphabetically below. Click on a company to name to view their complete Award History:

    Annuity Service Award

        AXA

        AIG Individual Retirement

        AXA Equitable

        Guardian Retirement Contact Center

        Transamerica Annuities

     

    Mutual Fund Service Award 

        BlackRock

        Deutsche Asset & Wealth Management

        Goldman Sachs

        JPMorgan Funds

        MainStay Investments

        Primerica Financial Services

        Putnam Investments

        Voya

        Voya 529

     

    Insurance Service Award

        Guardian Individual Markets Contact Center

        Guardian Individual Markets Claims Service and Solutions Group

        Pacific Life – Life Insurance Division

        Western & Southern Life Insurance

     

     Financial Intermediary Service Award

        BlackRock

        Franklin Templeton

        Goldman Sachs

        Pacific Life

        Transamerica Annuities

     

     Plan Participant Service Award

        Nationwide Retirement

     

       
    2017 Excellence in Sales Support Award 
       
     

    The Sales Desk Evaluation (SDE) program looks specifically at inbound adviser calls coming into the Sales Desk. The companies listed below represent the top firms in this category. In recognition of this accomplishment they have been awarded the DALBAR Sales Support Award for 2017.

    Excellence in Sales Support

        AllianceBernstein

        JPMorgan Funds

        Vanguard

       
    2017 Total Client Experience Award
       
     

    The DALBAR Total Client Service Experience program goes beyond the service experience to verify the accuracy of all information provided and to track all transactions initiated during the call through completion to ensure that they were processed correctly.  

    Total Client Service Experience Award 

        Putnam Investments

    For more information about marketing your DALBAR's Awards, please contact Brooke Halloran at 617.624.7273.