Company intelligence
DALBAR
The financial community’s leading independent expert for evaluating, auditing and rating business practices.
About DALBAR
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.
Verified activity
Signals from DALBAR
4 published signals
Research & Knowledge
DALBAR published its latest AI in Financial Services 2026 report examining consumer expectations and industry practices behind AI adoption in financial services.
Reported by DALBAR
Research & Knowledge
DALBAR.AI published an article by Trevor Hicks on Advisor360° discussing how AI applications help financial advisors focus on informed conversations, timely outreach, personalized guidance, and sound professional judgment.
Reported by DALBAR
Products & Services
DALBAR introduced DALBAR.AI as a platform providing AI-focused reporting, chatbot experience rankings, industry best practices, AI board memberships, custom engagements, and AI seals.
Reported by DALBAR
Research & Knowledge
DALBAR published its 2026 QAIB Report to analyze investor behavior and its impact on financial markets.
Reported by DALBAR