DALBAR CANADA ANNOUNCES ITS 2016 SERVICE AWARD WINNERS IN FINANCIAL SERVICES
(Toronto, ON. January 31, 2017) Dalbar released the names of the companies that secured a coveted spot in its 2016 Award Winners Circle (alphabetical order). BMO Mutual Funds, Franklin Templeton Investments, HSBC Invest Direct, RBC Direct Investing.
Dalbar congratulates BMO Mutual Funds and Franklin Templeton Investments for achieving Award Winners Circle status in the Mutual Fund Service program. Dalbar also recognizes Invesco, Royal Mutual Funds, and TD Investment Services who all performed in the upper quartile in the 2016 syndicated research.
For the Direct Brokerage Service Award, HSBC InvestDirect and RBC Direct Investing both emerged as premier providers in customer service throughout 2016.
For two decades in Canada and nearly four decades in the US, Dalbar has conducted rigorous testing of service delivery via its Service Quality Measurement Programs. Each year, Dalbar identifies those financial services firms that were found to be above their peers in service to clients after a full year of comprehensive evaluation. These institutions distinguished themselves through their relationship based approach to service. All were proactive in educating and delivering sound knowledge to their clients on products, services and procedures. “These teams are focused on providing consistently good service, and building loyalty with their clients. Congratulations to everyone that worked together to achieve a spot in Dalbar’s 2016 Award Winners Circle,” said Michelle Slute, Vice President, Research at Dalbar.
The Direct Brokerage Service Award and Mutual Fund Service Award are based on systematic testing of customer service throughout the year. Driven by client preference measurements, Dalbar conducts thousands of rigorous tests each year evaluating a company’s quality of performance in product and procedural knowledge, professionalism, ease of doing business and their ability to deepen relationships with clients. Companies that exceed a variety of industry benchmarks after one year of testing earn a distinguished spot in Dalbar’s Award Winners Circle.
For all news media enquiries, please contact: