Awards

The DALBAR Service Award symbolizes the achievement of the highest tier of call center service to customers within the financial services industry. It is awarded only to those firms that exceed industry norms in key service areas. The winners of this award are the service leaders within the financial services industry. The firms listed below represent the top firms in this category. In recognition of this accomplishment they have been awarded the DALBAR Service Award for 2024.

Recipients are organized by audience served and listed alphabetically below. Click on a company to name to view their complete Award History:

Annuity Service Award

    Guardian Retirement Contact Center

Mutual Fund Service Award 

    DWS

    JPMorgan Asset Management

    New York Life

    PFS Investments

    Putnam Investments, A Franklin Templeton Company

    Voya

Insurance Service Award

    Guardian Individual Markets Contact Center

Financial Intermediary Service Award

    Goldman Sachs

    Park Avenue Securities

Plan Participant Service Award

    Nationwide Retirement

The Sales Desk Evaluation (SDE) program looks specifically at inbound adviser calls coming into the Sales Desk. The companies listed below represent the top firms in this category. In recognition of this accomplishment they have been awarded the DALBAR Sales Support Award for 2024.

Excellence in Sales Support

To be announced.