Julie Farren

DALBAR, Inc.

We help financial services firms and insurance companies communicate more effectively with their customers and financial advisors. We do so by evaluating call center service, client reporting, web and mobile sites as well as any other way financial services and insurance companies communicate with their "clients". We report back to our clients on what they are doing well, where they should focus efforts to make improvements as well as where they stand versus their competitors or best in class in the industry.