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DALBAR Measurement of Succes
 
   
 
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Branch Studies
Retail Branch Client Experience Trends and Best Practices Retail Branch Client Experience guides financial services firms in delivering meaningful and effective experiences that meet the needs of clients who visit bank branches. The results show the ranking of retail branch client experiences, analysis of emerging trends in branch experiences, and industry best practices. Trends & Best Practices
Annual Portfolio Reviews
Dalbar's Trends and Best Practices in Annual Portfolio Reviews (APRs) guides financial services firms in helping their investment advice team deliver APRs that meet the needs of clients while adding value to the client experience.  The results show the analysis of emerging trends in the APR process and industry best practices.
BranchMonitor On a quarterly basis, mystery shoppers will visit bank branches to complete a pre-determined transaction/inquiry. Bank branches in the same area will be measured to further understand how the competition next door fares relative to one another.   

 


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