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Direct Brokerage Sales Effectiveness (DBSE) |
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DBSE is an ongoing monitoring of your firm’s total investor experience and the competition’s total investor experience. DALBAR takes an in-depth view of customer service from a unique perspective: the way the discount brokerage investor experiences it. Telephone and e-mail interactions are evaluated for this syndicated program.
Pricing
- $50,000* - first component
- $37,500 - additional component
Components include: Testing in another language, alternative regional centres.
- Annual subscription
- 4 quarterly reports
- 4 in-person presentations
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