DALBAR Employee Directory
Financial ServicesMassachusetts, United States11-50 Employees
DALBAR is a Marlborough, Massachusetts-based firm serving the financial services sector that provides independent evaluations of how firms communicate with customers and financial advisors. It assesses channels such as call centers, client reporting, and web and mobile experiences to identify what organizations do well, where improvements are needed, and how they compare with peers and best-in-class performers. The firm counts financial services companies and insurance providers among its clients, offering insights aimed at improving customer communications and competitive positioning. It positions itself as an objective evaluator that translates communication practices into practical guidance for enhancement. A 2025 news item notes Guardian Life announced a new client relationship with DALBAR.