TORONTO, Jan. 15 /CNW/ - Dalbar announced today that Toronto-based BMO
Mutual Funds captured the company's 2007 Mutual Fund Service Awards and RBC
Direct Investing acquired the 2007 Direct Brokerage Service Award, given to
the Canadian Mutual Fund company and Direct Brokerage firm providing the best
overall service to their investors over the calendar year.
This marks the second consecutive year that BMO has won the award for
delivering industry-leading mutual fund service to clients in both English and
"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.
Recipients of the Key Honour Awards are Franklin Templeton Investments
and AIC Limited for delivering excellent service to their English-speaking
clients. Top French-language service providers also receiving Key Honour
Awards are Franklin Templeton Investments and National Bank Securities
Kudos to RBC Direct Investing in achieving the Direct Brokerage Service
Award based on the high quality of service provided to their clients
throughout the year.
"We congratulate RBC Direct Investing for raising the bar of service
delivery in the Direct Brokerage channel. 'Client First' is evident through
the high level of customer service the team provided in 2007," Michelle Slute,
DALBAR's Manager of Client Relations.
These awards are given to the firms placing first in DALBAR's year-end
rankings, which are based on evaluations made over the calendar year measuring
a company's quality of performance in product knowledge, professionalism, and
their ability to provide value-added service. Also included in the evaluation
of service is the effectiveness of e-mail communication, telephone wait times,
and e-mail response times. Direct Brokerage Firms are also considered for
their Client's Online Experience.
In Canada, DALBAR has been measuring client excellence for over 14 years.
By evaluating more than 10,000 telephone calls and e-mails throughout the year
from the investor's point of view, DALBAR measures the true client experience
an investor receives from each company.
DALBAR, Inc. is a leading financial services research firm with offices
in Toronto and Boston, specializing in measuring the performance of
institutions and financial professionals in areas such as service quality,
customer satisfaction, and communications effectiveness.
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