UBS Group AG
ubs.com ↗In their words
“We have a very well-functioning bank there with high Net Promoter Scores for our clients and we think we can build on to the experience that we have there and just give more services to our clients.”
“UBS's wealth management clients gave the firm a Net Promoter Score of 93 in a financial planning client survey, ranking it ahead of Vanguard, Schwab and Northwestern.”
“UBS received the highest loyalty rating for full administration services with a Net Promoter Score of 73, followed by Fidelity with an NPS of 69.”
Disclosed NPS over time
Every Net Promoter Score UBS Group AG has published, by date.
NPS disclosures (8)
In 2022, our client satisfaction level and net promoter score (NPS) remained high. Personal & Corporate Banking has conducted annual surveys of clients in Switzerland since 2008, consistently covering all private and corporate client segments annually…
UBS's wealth management clients gave the firm a Net Promoter Score of 93 in a financial planning client survey, ranking it ahead of Vanguard, Schwab and Northwestern.
In 2021, we had an all-time high client satisfaction and net promoter score (NPS), and achieved a 77% follow-up rate with survey participants.
We have a very well-functioning bank there with high Net Promoter Scores for our clients and we think we can build on to the experience that we have there and just give more services to our clients.
In 2020, we had an all-time high client satisfaction and net promoter score (NPS), and achieved a 90% follow-up rate with non-anonymous survey participants.
UBS received highest net promoter score ever recorded for full equity compensation administration.
UBS received the highest loyalty rating for full administration services with a Net Promoter Score of 73, followed by Fidelity with an NPS of 69.
…Excellent client feedback: continued 5-star Apple App store ratings, award recognition, positive press coverage E-banking and mobile banking clients have higher satisfaction, shown by a strong uplift of the net promoter score, driving UBS…
Retention disclosures (3)
UBS enhanced its advisor retention program with an additional 25% payment sweetener for those with above-average net new asset growth.
UBS is piloting US banking services for employees to improve client retention and support growth in its US wealth management business.
UBS CEO reports that client retention rates in the U.S. are much lower than other regions when advisors leave.
Lighthouse companies in Banking
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.