Primis
In their words
“Primis launched customer retention technology tools for financial advisors designed to save time and drive client retention.”
“Primis partners with Eligible.ai on Retain platform to keep mortgage clients engaged throughout their journey.”
NPS disclosures (0)
No NPS disclosures yet.
Retention disclosures (2)
Primis launched customer retention technology tools for financial advisors designed to save time and drive client retention.
Primis partners with Eligible.ai on Retain platform to keep mortgage clients engaged throughout their journey.
Lighthouse companies in Payments, wealth & financial services
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.



