BMO Mutual Funds and BMO InvestorLine Recognized for Customer Service



    Make an RRSP contribution through BMO

    TORONTO, Feb. 17 /CNW/ - BMO Mutual Funds and BMO InvestorLine have been
recognized for exceptional customer service during 2008 by Dalbar Inc., a
premier national research firm which surveys customer service for many
investment companies.
    For the third year in a row, BMO Mutual Funds ranked highest amongst
Mutual Funds companies in Dalbar's Performance Evaluation of Mutual Funds
Service, Annual Rankings and Trending Report, for its service to English and
French speaking clients.
    BMO Mutual Funds was ranked first Quartile for all 12 months. Dalbar
recognized BMO Mutual Funds for being able to attract clients and commit to
client retention through their exceptional service, especially during economic
and market uncertainty, by using best practices and client experience
management software.
    BMO InvestorLine placed second in Dalbar's Direct Brokerage Sales
Effectiveness Rankings and Trending Report.
    "We are honoured to be ranked as the highest in customer service for the
third year in a row," said Linda Knight, President and COO, BMO Mutual Funds.
"It is a tribute to our professionals who work with our customers each and
every day in helping them make money make sense. Our message to Canadians is
to contribute to your RRSP so you are better positioned to meet your long term
financial goals."

    
    Dalbar Measurement:

    Dalbar evaluates the level of service given to investors by looking at a
number of metrics including the following:
    -  Expressing empathy to investor's concerns, re-framing the current
       conditions with the investor's risk profile
    -  Dedication to client retention, investment time horizon, confirming
       long term goals
    -  Positioning the company's product line up appropriately
    

    According to Dalbar, with continuing economic challenges affecting
investor confidence, now more than ever representatives are instrumental in
assisting in retaining client assets and bolstering investor confidence by
providing exceptional service. By providing investors with the resources,
tools, account solutions and investment service options to help them build
solid investment plans, firms are also building the investor loyalty that will
play a critical role to success.

    For more information, please visit
http://www4.bmo.com/investments/0,4629,35649_23751594,00.html




For further information:

For further information: Media contacts: BMO Financial Group: Martha
McInnis, Toronto, Martha.McInnis@bmo.com, (416) 867-3996; Lucie Gosselin,
Montréal, Lucie.Gosselin@bmo.com, (514) 877-1101; Laurie Grant, Vancouver,
Laurie.Grant@bmo.com, (604) 665-7596; Dalbar Inc.: Jody Bullen, Dalbar Inc.,
JBullen@Dalbar.com, (416) 777-1103 X225


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