DALBAR’s Telephone Service Seal of Excellence

DALBAR Canada is pleased to announce that the following firms have recently earned DALBAR’s Telephone Service Seal of Excellence in 2018

Férique Investment Services (www.ferique.com)

HSBC Invest Direct (www.investdirect.hsbc.ca)

Questrade (www.questrade.com)

The Telephone Service Seal of Excellence can only be earned after companies undergo a thorough audit of their telephone service. In order to qualify for the DALBAR Seal, companies must exceed stringent benchmarks in criteria covering all aspects of their interactions. These criteria include both the interpersonal aspects of the relationship as well as their ability to fully inform the caller, and address the important transactional aspects of the request.