Congratulations to all participants for your ongoing commitment to providing the best possible client experience! Here are the 2007 Mutual Fund and Direct Brokerage Rankings:
Dalbar announced today that Toronto-based BMO Mutual Funds captured the company’s 2007 Mutual Fund Service Awards and RBC Direct Investing acquired the 2007 Direct Brokerage Service Award, given to the Canadian Mutual Fund company and Direct Brokerage firm providing the best overall service to their investors over the calendar year.
Clients that invest in managed portfolio products, or ‘wrap’ accounts, receive very informative and in-depth account statements from the firms handling their money, according to a recent study conducted by DALBAR Inc. The study states that account information provided to wrap account holders is generally more indepth than that given to holders of other investments such as retail mutual funds.
DALBAR Canada’s first Call Centre Leadership Seminar, held on October 4, 2007 was a resounding success. Held in a unique venue, the Glass Room at the Royal Ontario Museum, DALBAR was pleased to have in attendance representatives from a variety of firms in the financial services industry.
DALBAR’s Call Centre expertise was evident in the delivery of various topics such as:
Building the Foundation of a Quality Culture
Coaching
Team Building
Giving Effective Feedback
Motivation and Incentives
Call Monitoring Workshop
DALBAR looks forward to holding this event on an annual basis, offering you the tools to leverage our expertise, expand your potential, share your knowledge and network with your peers.
If you missed the opportunity to attend this year’s seminar, please look forward to joining us next year at another exciting venue. For further information please contact Jody Bullen at 416-777-1103 ext. 225 or email
“Interactive insight into all the different aspects surrounding leadership/coaching in a call centre” - Franklin Templeton Investments
“Very informative – got lots of ideas from trainers and participants.” - Anonymous
The Advisory Board forum held on May 25, 2007 at Royal Woodbine Golf Club brought together a group of highly respected financial advisors who offered candid feedback on their online experiences, needs, and expectations that will help financial services firms shape their E-business strategies. Committed to raising the standards of excellence in the industry, the focus of Dalbar’s Advisory Board was to measure the impact financial services Web sites play in helping to manage and build an advisor’s practice. The valuable feedback gained will be used to find solutions to effectively gain efficiencies through the online medium and enhance the use of all online communication and E-business services offered by financial services companies.
