BOSTON, Jan. 10, 2018 (GLOBE NEWSWIRE) -- DALBAR announced today that Putnam Investments has earned the Total Client Experience Award for the seventh consecutive year. This distinction recognizes Putnam for consistently providing accurate information and precisely executing transactions while delivering a high-quality customer experience to shareholders through their contact center.

Putnam earned the Total Client Experience Award by exceeding stringent benchmarks in both DALBAR’s Performance Evaluation of Mutual Fund Service program and an extensive audit of Information and Transaction Processing Accuracy. The criteria for these two programs covered all aspects of the customer interaction; both what transpired during the call and what happened afterward to see the shareholder’s objective through to completion.

Specific areas where Putnam representatives performed at a high level include:

  • Ensuring that customers are properly authenticated, thereby assuring account security
  • Having strong interpersonal relationships, including being friendly and attentive
  • Providing both complete and accurate information
  • Consistently executing flawless transactions
  • Communicating effectively
  • Ability to manage the flow of the call

DALBAR Director Brendan Yeager explains, “Putnam Investments has a long history of success, having earned a DALBAR Service Award an impressive twenty-eight years in a row, and now earning their seventh consecutive Total Client Experience Award. These things don’t happen by accident. They are the result of a deep-rooted cultural commitment to their shareholders. Earning these awards is not just something Putnam Investments does; it is part of who they are as an organization.”

The Total Client Experience Award was earned through an objective third-party evaluation of service interactions with mutual fund shareholders and the behind-the-scenes processing that accompanied those interactions over the course of the entire year. 

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 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 a superior standard of care in the financial community. 

For more information about DALBAR, the Performance Evaluation of Mutual Fund Service program, Information and Transaction Processing Accuracy Review or the Total Client Experience Award, please visit www.dalbar.com or contact Brooke Halloran at 617-624-7273 or bhalloran@dalbar.com.

Brooke Halloran
617.624.7273
bhalloran@dalbar.com