NPS Intelligence (beta)

Disclosed NPS & retention by vertical

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Latest disclosed NPS
no score published
0
NPS entries
0 with a number
2018–21
Years covered
2 entries in all

In their words

“Merrill deploys client retention teams to win back customers of departing brokers.”
— reported by mibiz.com · 18 Jul 2021 · NI-DFACF58
“Merrill Lynch has changed manager evaluation metrics to heavily weight customer retention bonuses alongside client and new-money growth.”
— reported by advisorhub.com · 17 Apr 2018 · NI-63EF398

NPS disclosures (0)

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No NPS disclosures yet.

Retention disclosures (2)

Open in the retention database →

18 Jul 2021
Retention

Merrill deploys client retention teams to win back customers of departing brokers.

— reported by mibiz.com · 18 Jul 2021 · NI-DFACF58
mibiz.com ↗
17 Apr 2018
Retention

Merrill Lynch has changed manager evaluation metrics to heavily weight customer retention bonuses alongside client and new-money growth.

— reported by advisorhub.com · 17 Apr 2018 · NI-63EF398
advisorhub.com ↗

Lighthouse companies in Payments, wealth & financial services

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About these figures

Every figure here was publicly disclosed by the named company: press releases, annual reports, SEC filings, earnings calls and news coverage. Companies tend to publish their NPS when it is good, so these numbers run higher than a true industry average: read them as what leading companies in this vertical say publicly, not as an industry benchmark.

NPS runs from −100 to +100. Retention figures are reported as the company defines them (net revenue retention, gross revenue retention, customer retention rate, churn). Every entry links to its source in the full database.