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January 07, 2009
 
 
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Defined Contribution Pension Plan statements results PDF Print E-mail
Monday, 29 December 2008
Sun Life Financial has been ranked number one in the financial services industry by DALBAR’s 2008 Defined Contribution Pension Plan Trends and Best Practices, a study evaluating which company’s pension plan statements most effectively meet investors’ information needs.
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Mutual Fund Statements Improving PDF Print E-mail
Thursday, 26 June 2008

In the latest analysis of mutual fund statements across the industry, DALBAR noted an overall improvement from previous studies in both the quality and content available on this important communication piece.
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Voice of Your Customer PDF Print E-mail
Thursday, 27 March 2008
The Voice Of Your Customer (VOYC) is a highly reliable and documented method for understanding what is in and on the mind of customers. VOYC measures the effectiveness of telephone communications and its influence on the customer relationships, satisfaction levels, retention and ability to up-sell.
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