What is a Dalbar Survey? Dalbar surveys evaluate customer perceptions and impressions created by your company that materially affect the long-term health of the business.

What are the Benefits of a Dalbar Survey?

• Baseline of customer sentiments is comparable over time.
• Strengths and weaknesses in business practices that put the customer relationship at risk are uncovered.
• Strikes the optimum balance between accurate quantitative data and meaningful qualitative data.
• Results and feedback allow for prioritization of initiatives.
• Departments and business units that excel in supporting and solidifying customer relationships can be publically recognized and rewarded.

What does a Dalbar Survey provide?

• The most accurate and timely results since feedback is requested immediately after an interaction has occurred and before memory fades.
• Summary of findings and supporting data.
• Applicable Dalbar designation (Excellent, Very Good, Good) and supporting scoring details.
• Actionable recommendations based on key findings
• Optional: additional analysis or presentation of findings provided by Dalbar in order to:
  
  
  • Answer questions
  • Provide further details and explanations
  • Lead discussion around findings and next steps.

What is the Cost?The cost is based on the scope of the specific engagement. A discussion with a Dalbar representative is required to in order to determine your company’s needs and to provide a proposal with a price quote.