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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

2011

Waddell & Reed
Recognition for Excellence
Seal for Excellence in Call Center Service to Shareholders

2011

Guardian
Recognition for Excellence
Seal of Excellence for Agent Interactions – Disability Income New Business

2011

Guardian
Recognition for Excellence
Seal of Excellence for Agent Interactions – Disability Income Underwriting

2011

BNY Mellon
Recognition for Excellence
Seal of Excellence For Call Center Service - Awarded to BNY Mellon Asset Servicing for service to BlackRock 529 Plan Participants

2011

BNY Mellon
Recognition for Excellence
Seal of Excellence For Call Center Service - Awarded to BNY Mellon Asset Servicing for service to ING Fund Shareholders

2011

BNY Mellon
Recognition for Excellence
Seal of Excellence For Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Pacific Life Funds Shareholders

2011

BNY Mellon
Recognition for Excellence
Seal of Excellence For Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Tweedy, Browne Fund Inc. Shareholders

2011

Metropolitan Life Insurance
Recognition for Excellence
Seal of Excellence for MetLife's Employee Benefits - Implementation (10 - 999 employee groups)

2011

Metropolitan Life Insurance
Recognition for Excellence
Seal of Excellence for MetLife's Employee Benefits - National Accounts Project Management Certification Program (PMCP) / Implementation Process

2011

Putnam Investments
Total Client Experience
Total Client Experience

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