BOSTON, January 22, 2020 – Putnam Investments announced today that, for the second consecutive year, it has earned DALBAR’s Excellence in Sales Support Award, which recognizes financial services companies for providing industry-leading support to the advisor community through the inbound sales desk. Putnam was named one of only four financial services companies to earn the 2019 award from DALBAR, an independent market research firm which for more than three decades has identified those companies that provide the highest level of service within the industry.
“Our organization is proud to be honored by DALBAR with this award, which reflects our unyielding focus on providing the retail marketplace with quality, comprehensive support in their sales efforts,” said Scott C. Sipple, Head of Putnam Retail Management. “The highly dedicated team at Putnam’s Client Engagement Center (CEC) works tirelessly to make sure that our advisors have all of the information, insight and resources necessary to successfully address their clients’ critical financial goals.”
Putnam’s Client Engagement Center (CEC) strives to deliver premier value-add content and services to financial advisors across the country, utilizing a consultative approach in the areas of investment, practice, and wealth management.
The DALBAR Excellence in Sales Support Award recognizes outstanding service provided by an organization’s inbound sales desk with a specific focus on level of expertise, ability to communicate effectively, active listening techniques, and overall proficiency in meeting the advisors’ underlying needs. To qualify for the award, firms were required to provide a superior standard of service for the entire year.
DALBAR, Inc. is the financial community’s leading independent expert for evaluating, auditing and rating business practices, investor behavior, and product quality. Launched in 1976, DALBAR has earned a reputation 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.
About Putnam Investments
Founded in 1937, Putnam Investments is a global money management firm with over 80 years of investment experience. At the end of December 2019, Putnam had $182 billion in assets under management. Putnam has offices in Boston, London, Frankfurt, Tokyo, Singapore and Sydney. For more information, visit putnam.com.