Delta Air Lines President Glen Hauenstein to Retire, Leaving Legacy of Premium Strategy 
SUPERFORTUNE Launches AI-Powered Mobile App, Expanding Beyond Web3 Into $392 Billion Metaphysics Market 
OpenAI Explores Massive Funding Round at $750 Billion Valuation 
LG Energy Solution Shares Slide After Ford Cancels EV Battery Supply Deal 
Robinhood Expands Sports Event Contracts With Player Performance Wagers 
iRobot Files for Chapter 11 Bankruptcy Amid Rising Competition and Tariff Pressures 
Trump Sues BBC for Defamation Over Edited Capitol Riot Speech Clip 
Oracle Stock Slides After Blue Owl Exit Report, Company Says Michigan Data Center Talks Remain on Track 
Sanofi’s Efdoralprin Alfa Gains EMA Orphan Status for Rare Lung Disease 
Micron Technology Forecasts Surge in Revenue and Earnings on AI-Driven Memory Demand 
MetaX IPO Soars as China’s AI Chip Stocks Ignite Investor Frenzy 
Apple Opens iPhone to Alternative App Stores in Japan Under New Competition Law 
Biren Technology Targets Hong Kong IPO to Raise $300 Million Amid China’s AI Chip Push 
Elliott Management Takes $1 Billion Stake in Lululemon, Pushes for Leadership Change 
Apple Explores India for iPhone Chip Assembly as Manufacturing Push Accelerates 
Republicans Raise National Security Concerns Over Intel’s Testing of China-Linked Chipmaking Tools 
Citi Appoints Ryan Ellis as Head of Markets Sales for Australia and New Zealand 
BOSTON, Jan. 12, 2016 (GLOBE NEWSWIRE) -- Dalbar announced today the 2015 winner of its Total Client Experience Award. For the fifth consecutive year, Putnam Investments was the only firm to emerge as a leader in the combination of quality, accuracy, and security of customer service provided to investors.
The Dalbar Information & Transaction Accuracy Program measures 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 Investments representatives achieved a level of excellence for:
- Providing a superior standard of care by actively listening, asking pertinent questions to guide the discussion and setting appropriate expectations for customers
- Being complete and accurate when performing a transaction on behalf of each customer
- Verifying the identity of customers before discussing any sensitive information about their account
The Total Client Experience Award is based on systematic testing throughout the year. Dalbar conducts thousands of tests to measure how financial companies respond to their customers’ needs, from the level of accuracy when providing information, to making changes to an account and ensuring that they are speaking with the owner, or those authorized to act on their behalf, before engaging in sensitive account activity.
"Putnam understands that in order to truly deliver a superior standard of care they must gain each customer’s confidence and trust. This takes a high degree of professionalism coupled with ensuring accuracy in the information that is provided, or transaction being conducted on their behalf,” said Kathleen Whalen, Managing Director at Dalbar.
For more information on Dalbar’s Information & Transaction Accuracy Program or the Total Client Experience Service Award, please contact Brooke Halloran at 617-624-7273 or [email protected].
Dalbar, Inc. is the financial community’s leading independent expert for evaluating, auditing and rating business practices, customer performance, product quality and service. Launched in 1976, Dalbar has earned the recognition for consistent and unbiased evaluations of investment companies, registered investment advisers, insurance companies, broker/dealers, retirement plan providers and financial professionals. Dalbar awards are recognized as marks of excellence in the financial community.
Contact: Kathleen Whalen 617.723.6400 [email protected]
