For over two decades,
- These firms understand that the relationship with the financial professionals who sell their products is of critical importance. The service personnel greet them with a level of professionalism and high degree of respect 86% of the time versus the industry at 64%.
- When a financial professional is calling the service center, it is often to check on multiple accounts or several product offerings. In light of the need to provide information on several accounts or products, the representatives re-cap the pertinent information for the financial professional before ending the discussion over 85% of the time. In comparison, the industry takes this approach only 65% of the time.
"In such a fast paced and rapidly changing environment, the ability to act quickly and be fully up to speed on your firm's products is key to securing the loyalty of financial professionals selling your products," said
The Financial Intermediary Service Award is based on systematic testing of service throughout the year.
Kathleen Whalen617.723.6400 KWhalen@DALBAR.com
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