« Back | Press release: January 16, 2014
Putnam Investments receives third consecutive total client experience award from DALBAR
Firm Receives Special Recognition Related to Client Security, Processing and Information Accuracy
BOSTON, January 16, 2014 — For the third consecutive year Putnam Investments has been named the sole recipient of the "Total Client Experience" award from DALBAR Inc., the industry-leading financial services market research and consulting firm. The Total Client Experience award reflects multi-dimensional analysis by DALBAR of customer service that is based on rigorous, systematic and yearlong testing of customer service.
Separately, in December, Putnam was honored by DALBAR for the 24th consecutive year for mutual fund service quality.
The Total Client Experience award goes beyond assessing professionalism to also evaluate three key deliverables:
- Security — Measuring strict but client-friendly processes for verifying clients' identity beforedisclosing any confidential information
- Processing Accuracy — Measuring the efficient completion of processes needed to meet clients' requests correctly
- Information Accuracy — Measuring the correctness and completeness of all informationprovided to clients
"Providing clients with top-flight service remains a critical ongoing priority for our business – and has been an unyielding focus at Putnam for decades," said Robert L. Reynolds, President and Chief Executive Officer, Putnam Investments. "Our firm is deeply honored to receive this recognition from DALBAR, which serves as tangible validation of the tireless and high quality customer service being delivered by professionals across the Putnam organization."
DALBAR, Inc., the nation's leading financial services market research and consulting firm, is committed to raising the standards of excellence in the financial services industry. With offices in both the US and Canada, DALBAR develops standards for, and provides research, ratings, and rankings of intangible factors to the mutual fund, broker/dealer, life insurance, property and casualty, and managed account industries. Measurements include investor behavior, customer satisfaction, service quality, communications, Internet services, and financial professional ratings.
About Putnam Investments
Founded in 1937, Putnam Investments is a leading global money management firm. At the end of December 2013, Putnam had nearly $150 billion in assets under management. Putnam has offices in Boston, London, Frankfurt, Amsterdam, Tokyo, Beijing, Singapore and Sydney. For more information, visit http://www.putnam.com.
Putnam Investments Media Contacts:
Jon Goldstein — 617-760-1127 (office), 516-946-5598 (cell), firstname.lastname@example.org
Laura McNamara — 617-760-1108 (office), 617-850-2727 (cell), email@example.com
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