Call Center Operations

DALBAR enables companies to maximize the efficiency and effectiveness of operations by providing the tools to excel in delivering quality customer service.


Research & Communications

DALBAR provides industry research as well as custom client engagements designed to identify trends and best practices in print communications materials, investor and advisor behavior.

Digital

Syndicated research designed to identify trends and best practices as well as custom client engagements to assist in making improvements to digital communication.

Sales Desk

Syndicated and customized evaluation programs designed to help improve the sales support that internal wholesalers provide to advisers

Quantitative Analysis of Investor Behavior

Since 1994, DALBAR's Quantitative Analysis of Investor Behavior (QAIB) has been measuring the effects of investor decisions to buy, sell and switch into and out of mutual funds over both short and long-term timeframes. The results have consistently shown that the average investor earns less – in many cases, much less – than mutual fund performance reports would suggest.

Adviser Solutions

DALBAR helps position the Adviser to remain successful with current and prospective clients.

Audits & Due Diligence

Auditing and compliance support services as well as certification and insights to position your firm to excel.

Training

In response to heightened interest in a Superior Standard of Care, DALBAR has made its online training available for Advisors, Fiduciaries and Compliance Officers.

For more information about DALBAR's Products Á Services, please contact Brooke Halloran at 617.624.7273.