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 2021.
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
Mutual Fund Service Award
Insurance Service Award
Financial Intermediary Service Award
Plan Participant Service Award
|2021 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 2021.
Excellence in Sales Support
|2021 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