Evergreen Investments Wins Prestigious NQR and DALBAR Awards

Wachovia has once again earned national recognition for customer service. This time, Evergreen Investments took home the honors.
Evergreen received top sales and customer service recognition for its 2007 performance from the National Quality Review and DALBAR, Inc., two of the nation’s leading benchmarks for customer service in the financial services industry.
“We continue to set extremely high standards for our firm – leveraging the best-in-class benchmarks that NQR and DALBAR have set – to pursue our vision of being a leader in the investment management industry,” said Dennis Ferro, president and chief executive officer of Evergreen Investments.
This is the third year Evergreen has been named a DALBAR "Triple Crown" winner for having achieved excellence in all three of the organization’s categories. The DALBAR Awards symbolize achievement of the highest tier of service within the mutual fund industry and are awarded only to those firms that exceed industry norms.
Also, Evergreen Service Company's Transaction Processing and Client Services Teams were among a select group of firms that received a 5-Star performance rating – the highest possible for 2007 – from the National Quality Review’s Transaction Processing Review and Telephone Customer Service. The service analyzes the accuracy and timeliness of transactions processed by financial service organizations. “These distinguished recognitions underscore our commitment to providing a consultative, collaborative client experience,” Ferro said. “They show our dedication to our goal of delivering excellent client service and products through experienced and knowledgeable investment professionals.”
For the ninth year in a row, and the tenth year overall, Evergreen received a DALBAR Mutual Fund Service Award for service provided to shareholders, maintaining the firm’s fifth place ranking.
For the fifth consecutive year, Evergreen Retail Sales Company joined the Evergreen Service Company in receiving recognition of outstanding achievement as a recipient of the DALBAR FISQE (Financial Intermediary Services Quality Evaluation) Pre-Sales Award for sales support provided to investment professionals, maintaining the firm’s sixth place ranking.
For the third consecutive year, Evergreen Service Company received the Service Award for FISQE Post-Sale service support provided to investment professionals. The firm moved up one spot from its 2006 ranking to place seventh for 2007.
The DALBAR Performance Evaluation of Mutual Fund Services Program measures and evaluates the call center service provided to mutual fund shareholders. The DALBAR FISQE Program measures and evaluates sales support delivered to financial advisors. Both programs focus on key areas of customer service, including accommodation, attitude and expertise of representatives.
Evergreen’s awards follow the recent announcement that Wachovia was ranked No. 1 in the American Customer Satisfaction Index for the seventh year in a row.

(source:www.evergreeninvestments.com)