13 Years Strong: Putnam Investments Earns DALBAR’s Total Client Experience Award Again in 2023

MARLBOROUGH, Mass.–(BUSINESS WIRE)–DALBAR, Inc., the preeminent auditor of customer service within the financial services industry, proudly continues to unveil the distinguished recipients of the 2023 DALBAR Service Award. For the 13th consecutive year, Putnam Investments* now part of Franklin Templeton, has earned the prestigious Total Client Experience Service Award, in recognition of their outstanding customer service and transaction processing support to their mutual fund shareholders.

The Total Client Experience Award is earned through an objective and rigorous third-party audit of the quality of telephone support to mutual fund shareholders, including both on-the-phone interactions and the behind-the-scenes processing of customer requests with precision. Telephone service experiences are reviewed against detailed criteria based on superior service standards and industry best practices. To qualify, companies must consistently perform at a high level over the course of a year-long review.

DALBAR, Inc. has a 46-year history and is recognized by the industry and government as an independent third-party expert in the business of providing audits, evaluations, ratings, and due diligence. DALBAR certifications are recognized as a mark of excellence in the financial services community.

For more information visit www.dalbar.com or contact us at info@DALBAR.com



Emily Kunka