Marlborough, MA, USA, Jan. 15, 2020 -- DALBAR announced that Putnam Investments has earned the Total Client Experience Award for the ninth consecutive year. This distinction recognizes Putnam for consistently delivering an exceptional service experience while also providing accurate information and precisely executing transactions for shareholders through their mutual fund contact center.
In order to earn this award, Putnam underwent a thorough and independent year-long audit. This audit included a review of actual customer interactions, including a review of the all specific information provided during the course of the call. The audit also included a behind-the-scenes review of all transactions initiated, following them through to completion to ensure that they were processed accurately according to the customer's instructions.
DALBAR Director Brendan Yeager explains the importance of looking at the overall client experience, "More and more companies are coming to appreciate the importance of service as a key differentiator, but service doesn't end when the customer hangs up. To really deliver a superior standard of care, it is critical that all of the information provided to the shareholder was accurate and that any transactions they initiated are processed accurately and in a timely manner. I can personally attest that Putnam is delivering such a superior standard of care."
Posted by Veronica Silva Cusi, news correspondent
About Putnam Investments:
Founded in 1937, Putnam Investments is a global money management firm with 80 years of investment experience. At the end of November 2018, Putnam had $170 billion in assets under management. Putnam has offices in Boston, London, Frankfurt, Tokyo, Singapore and Sydney. Putnam mutual funds are distributed by Putnam Retail Management.
About Dalbar Inc.:
DALBAR, Inc. is an independent provider 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.
Published: Friday, January 17, 2020
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