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Invest in Wealth
Data You Can Trust

Use NPS Prism to uncover detailed CX insights and NPS benchmarks.
See how you stack up across transactions, advice, account management, issue resolution and more.

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Companies Covered in Our Dataset

and many (many!) more

NPS Prism for Wealth Management

19
Wealth Players Compare performance against many of the most recognized names in the U.S. wealth management industry.
12
Customer Journeys NPS Prism contains granular NPS analysis across the setup, issues, manage, transact, advice, and research and plan customer journeys.
30 K
Customers Surveyed NPS Prism collects data from a representative sample of 30K wealth customers annually, with new data and insights each quarter.

Wealth Management Customer Journeys That Matter

See a sample of the data we analyze in the NPS Prism platform

Apply & Setup
Resolve Issues
Manage & Transact
Research, Plan and Seek Advice
CR18633_PPTX

Make Account Setup a Breeze

NPS Prism can help you understand how customers feel about key aspects of the account setup process including:

  • Open a general investment account or retirement account

  • Setup a new advisor relationship
CR18475_hres

Streamline Issue Resolution

Evaluate how you and other wealth providers perform during the issue resolution experience including:

  • Resolve a website or mobile app login issue
  • Dispute a fee or transaction/trade
  • Transition to a new relationship manager
CR17600_PPTX (1)

Keep Customers Satisfied During Transactions

Make sure customers feel in control over their portfolio by improving journeys like:

  • Monitor and manage balances and portfolio performance

  • Place trades for investment products/assets
  • Transfer funds in and out of accounts
CR18105_PPTX

Ensure a Positive Investment Planning Experience

Design a better planning and advice experience for your customers by understanding your performance across journeys such as:

  • Create initial investment or financial plan

  • Research or learn about investments or investment strategies

  • Update investment or financial plan or investment allocation/mix

  • Seek and obtain advice on short and long term financial planning
Wealth Management Insights

The Latest from NPS Prism

Uncover new wealth CX trends in our blog.

View more insights
Earning Customer Loyalty in Wealth Management Learn More
How a Financial Services Leader Achieved Organizational Change with NPS Prism Learn More

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Questions? Contact us at prism@bain.com.