Dalbar in the beginning 1976 - Dalbar opens its doors to US financial services firms. Dalbar's original mission was to concentrate on consulting, research, and systems development for the financial services industry.
1986 - Dalbar introduces its new tagline, "The Measurement of Success" as it begins its evolution from a private consulting, research and systems focus to developing measurement systems for intangibles, such as customer behaviours.
1987 - Dalbar pioneers the measurement of service quality using a unique system that captures the actual experience of customers. Dalbar's evaluation system measures hundreds of discrete elements of customer interactions to provide ratings and rankings of service quality.
1990 - Dalbar continues to develop measurements for intangibles with a focus on communications. The company develops systems to evaluate the effectiveness and consistency of the high volume of written materials that pass between financial services institutions and their customers. The growing need to improve communications with financial services customers has made ratings of communications a central part of Dalbar's business.
1994 - Dalbar goes international, opening another office in Toronto to accommodate the needs of the Canadian financial services sector.
1997 - Dalbar makes its first foray into Internet Services with a Mutual Fund and Variable Annuity tracking service delivered via e-mail. A Web site Analysis service that provides guidance to financial services institutions in advancing the effectiveness of their Internet presence soon followed.
1998 - Dalbar launches discount brokerage service quality evaluation program in Canada.
1999 - Dalbar teams up with Microsoft to roll out TheRightAdvisor.com. The service, which is linked to Microsoft's MoneyCentral.com, is based on Dalbar's research of the key factors that produce a successful relationship between financial professionals and clients.
Today – Dalbar looks forward to making excellence a part of everything our clients do at every customer touch point while raising the return on investments for our clients.
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