This award honors firms that deliver an exceptional client experience across every touchpoint—from onboarding to long-term engagement.
The Total Client Experience Award recognizes organizations that excel at creating seamless, consistent, and positive experiences for their clients. Evaluating every stage of the client journey, DALBAR identifies firms that integrate outstanding service, clear communications, and digital excellence into a holistic strategy. Winners of this award prove their ability to not only meet but anticipate client needs across channels.
Winning the Total Client Experience Award demonstrates that your firm has achieved the highest standards in delivering seamless, consistent, and positive client experiences. This recognition affirms your ability to integrate service, communications, and digital excellence into a holistic strategy that anticipates client needs at every stage of the journey.
Independent recognition of excellence across every touchpoint in the client journey.
Show clients and prospects that your firm excels not just in one area, but throughout the entire client experience.
Reinforces the importance of collaboration across departments to deliver a seamless client experience.
Widely recognized as the benchmark of excellence in financial services, DALBAR Awards honor firms that consistently deliver outstanding service, innovation, and client experience. Each award is earned through rigorous, independent evaluation against the highest industry standards—helping firms showcase their leadership, build trust, and inspire a relentless pursuit of excellence
Winning a DALBAR award goes beyond recognition—it represents the highest standard of excellence in financial services. Every award is grounded in independent, research-based evaluations, ensuring that only firms who truly meet or exceed industry benchmarks earn this distinction.
By achieving a DALBAR award, firms demonstrate:
Independent validation from DALBAR provides assurance to investors, plan sponsors, and stakeholders that your firm meets the highest standards of service and communication. This credibility strengthens client relationships by reinforcing transparency, accountability, and a demonstrated commitment to doing what is best for those you serve.
In an industry where many firms claim excellence, DALBAR recognition is the mark that proves it. Standing apart in a crowded marketplace, award-winning firms gain a clear edge when attracting new clients, retaining existing relationships, and positioning themselves as leaders in financial services.
Recognition by DALBAR is not just an external accolade; it also reinforces your firm’s internal culture of excellence. Awards serve as a source of pride and motivation for employees at all levels, reminding teams that their daily work contributes to a standard of quality recognized across the industry.
