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2026 QAIB Full Study

Recognition That

Defines Excellence

DALBAR‘s prestigious award honor firms delivering outstanding client service, innovation and operational excellence. Our awards go beyond accolades—they are independent benchmarks of industry leadership.

 

Rooted in rigorous, research-based criteria, they reinforce brand credibility and highlight client achievements.

 

Explore how these distinctions affirm performance excellence and position firms for strategic advantage.

How It Works

Awards at a Glance​

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.

Why It Matters

Third-Party Validation

Awards confirmed through independent, expert review.

Brand Differentiation

Recognition that elevates visibility and credibility with clients and regulators.

Team Motivation

Celebrates excellence and boosts morale with tangible recognition.

Recipients

Year
Company
Award
Award Title

2015

BNY Mellon
Recognition for Excellence
Seal of Excellence for Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Tweedy, Browne & Co. Funds Shareholders

2015

Nationwide
Recognition for Excellence
Seal of Excellence in Email Correspondence for New Retirement Plan Implementation

2015

Nationwide
Recognition for Excellence
Seal of Excellence in Email Correspondence with Retirement Plan Sponsors and Third Party Administrators

2015

Nationwide
Recognition for Excellence
Seal of Excellence in Telephone Support for New Retirement Plan Implementation

2015

TIAA
Mobile Communications Seal
TIAA-CREF (Android/iOS)

2015

Putnam Investments
Total Client Experience
Total Client Experience

2015

Merrill
Statement Communications Seal
Total Retirement Statement

2015

Voya
Mobile Communications Seal
Voya Retire (iOS)

2014

Lincoln Financial Group
Web Communications Seal
Life Insurance and Annuity Consumer Website

2014

MassMutual
Web Communications Seal
Life Insurance and Annuity Consumer Website

CONTACT US

Wondering Where Your Firm Stands?

Reach out to understand how you can earn or position for future recognition.