
Dalbar
lauds service excellence
TORONTO (January 15, 2008) The
financial services research firm Dalbar has named the best customer service
providers for 2007, giving top marks to BMO Mutual Funds for mutual fund service
for the second year in a row.
"The BMO team clearly
demonstrates that service is a top priority for the firm, and it gives us great
pleasure to once again recognize them with this distinction," said Michelle
Slute, Dalbar's manager of client relations.
Franklin Templeton and
AIC received the Key Honour Awards, with Dalbar recognizing the firms for
"delivering excellent service to their English-speaking
clients."
National Bank
Securities Advisory Service and Franklin Templeton were both heralded for their
French language service.
Dalbar bases the
awards on evaluations made over the calendar year measuring a company's quality
of performance in product knowledge, professionalism, and its ability to provide
value-added service.
The 2007 awards mark
the 14th year that Dalbar has tracked customer service excellence in the
financial services sector.
RBC Direct Investing
took home the 2007 Direct Brokerage Service Award.