All information gathered in this survey is done so on an anonymous basis

Thank you for volunteering your information for our short survey. We at DALBAR strive to help financial institutions improve the quality of their customer service, as well as rating and ranking the effectiveness of their customer service and client communications. This very short survey should take no more than 1 min to complete.

Did you find what you were looking for?

Are you currently employed by a financial services company?

Please indicate your gender:

How old are you?

Which financial institution do you have a relationship with? (check all that apply)

Which of the following products do you currently have with any institution? (check all that apply)

DALBAR will never disclose any of your personal information and all of your details will be kept private and confidential. For any future participation you may be entitled to an incentive (cash or gift cards).