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2015 Dalbar Service Awards

The Dalbar Service Award recognizes those companies which consistently deliver a Superior Standard of Care to their customers. These award-winning firms represent the highest tier of service within the financial services and insurance industries. Congratualtions to all of the 2015 Service Award winners on this momentus accomplishment.

View all of the 2015 Dalbar Service Award winners

  

 

 

Branch Monitor - Financial Planning Client Experience 

Retail bank branches across Canada have undergone tremendous physical change in the last few years. The look and feel of retail branches have improved drastically but to what extent has the retail client experience evolved particularly at high traffic, high profile, and visibly prominent corners of a city?

Branch Monitor is a performance measurement program that highlights how well the banks are doing at meeting client needs and shaping the overall client experience.

Mystery shoppers visit bank branches to complete a pre-determined transaction/inquiry.

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Order Report
   
 

 

Customized Statement Analysis

What is it?
The Customized Statement Analysis (CSA) provides valuable insight on the design and content of financial statements.

Guided by a firm’s specific objectives, Dalbar evaluates these materials within the context of best practices in information and marketing design, copywriting, and any regulatory issues that may apply.

  • Investor Statement Preferences Survey
  • Best Practices for Reporting Goals on Investor Statements
  • Trends & Best Practices in Investor Statements
  • Gap Snapshot of your Firm’s Statement

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Mobile InSIGHT

What is it?
Gone are the days of the traditional game of Keeping up with the Joneses; now the game is about the New and Different. Central to firms’ foray into the mobile environment is the goal of attaining maximum visibility. It therefore becomes critical that financial services firms are pioneers, rather than sheep falling in line with their competitors.

Dalbar has introduced its newest rating program, Mobile InSIGHT, which highlights trailblazers whose excursion into the mobile expanse has successfully led them to a higher, more continuous level of visibility.

On a quarterly basis, Dalbar reviews the offerings of financial services firms- both mobile applications, and mobile Web sites. Alternating between the two mobile asset types, a report is released each quarter.

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Branch Monitor - Financial Planning Client Experience
Order Report     Learn More
Branch Monitor - Newcomers Report
Order Report     Learn More
Mobile InSIGHT
Order Report     Learn More


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