"Excellent" Customer Rating
 
Companies that receive ratings of “Excellent” from their customers by means of surveys or overall best in class scores are awarded DALBAR’s Crystal Pyramid.
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Audit & Recognition
 
Web sites, printed materials and call centers earn recognition for Excellence.
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DALBAR Program Awards
 
Participants in DALBAR’s ongoing monitoring programs must achieve or exceed award level performance to qualify for Awards in sales and service.
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Advisor Certification
 
Advisors, consultants and financial professionals qualify for SEC enabled certification based on regulatory records, client surveys and expertise.
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Recognition for Excellence
 
DALBAR's Recognition for Excellence Award provides financial services firms with third party recognition for the high quality service delivery to their customer. Institutions that achieve excellence are able to promote their success story to customers and prospective customers.
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