General Info

DALBAR is a market research and consulting firm that offers various programs to raise the standards of excellence in the financial services industry. The company develops standards for, and provides research, ratings and rankings of intangible factors to the mutual fund, broker and dealer, life insurance, and property, casualty and managed account industries. Its services also include investor behavior analysis, customer satisfaction, communications, Internet services and financial professional ratings. It comprises various divisions that include business technology, communications, primary research and process evaluation division. Its communications division offers solutions to reduce the cost and increase the effectiveness of outgoing communications of financial services firms. The outgoing communications are delivered on paper and electronically, including customer, broker or agent statements and confirmations, sales and enrollment kits, forms and correspondence. DALBAR is located in Boston with additional office in Canada.