BOSTON, January 12, 2016 — Putnam Investments today was announced the recipient of the DALBAR Total Client Experience award for the fifth consecutive year, reflecting the firm’s dedication to delivering superior customer service to its retail mutual fund clients. As the sole recipient of the award, Putnam is being honored for providing quality, accuracy, and client security.
The award is based on DALBAR’s measurement of the complete experience of the customer, evaluating the level of professionalism that is demonstrated by the financial services firm’s personnel and the follow through — the accurate execution of transactions and requests while ensuring thorough security protocols.
“Putnam is pleased to receive this special recognition from DALBAR,” said Robert L. Reynolds, President and Chief Executive Officer, Putnam Investments. “Our firm’s longstanding commitment to creating an excellent client service experience is a chief priority of our work — each and every day — and reflective of our philosophy that the client always comes first.”
2015 marks the 26th consecutive year in which Putnam has received a DALBAR service quality award.
DALBAR, Inc., the nation’s leading financial services market research and consulting firm, is committed to raising the standards of excellence in the financial services industry. With offices in both the US and Canada, DALBAR develops standards for, and provides research, ratings, and rankings of intangible factors to the mutual fund, broker/dealer, life insurance, property and casualty, and managed account industries. Measurements include investor behavior, customer satisfaction, service quality, communications, Internet services, and financial professional ratings.