What is the Recognition for Excellence Program?The Recognition for Excellence Program ultimately measures the commitment of organizations to their customers and the ways in which firms deliver on their promise to put customers' interests first.
What are the Benefits of the Recognition for Excellence Program?The program offers firms the opportunity to differentiate themselves from industry peers by earning public recognition from a recognized and respected independent third party for any type of customer interaction.
The program also provides tools needed to prioritize and address improvements and adjustments to service levels.
What is Included in the Recognition for Excellence Program?
- Summary of findings and supporting data
- Applicable Dalbar designation earned (Excellent, Very Good, Good) and supporting scoring details
- Results are segmented by each area evaluated and benchmarked against pre-determined award levels
- Actionable recommendations based on key findings
- Optional: additional analysis or in person presentation of findings provided by Dalbar in order to:
- Answer questions
- Provide further details and explanations
- Lead discussion around findings and next steps
- Provide training in areas requiring improvement provided by Dalbar experts
How is the Recognition for Excellence Promoted?
- Firms receive a plaque and certificates promoting their award-winning status
- Rights to use award seal on all forms of communication
- Digital artwork to use/display on marketing, promotional materials, on the company website, or to use independently to promote the firm's achievement
- A Dalbar press release announcing the firm’s award status
- Inclusion in the Circle of Award Winners on Dalbar’s website
- Presentation of the award by a senior Dalbar representative
What is the Cost?The cost is based on the scope of the specific engagement. A discussion with a Dalbar representative is required in order to provide a proposal and price quote based on your firm’s needs and goals. Please contact us here.