Univest Financial Corporation
univest.net ↗In their words
“Historically 20% to 25% would have been a reasonable kind of churn number. We see that slowing down a little bit in the current environment in the back half of 2023, but somewhere in that 15% to 20% range”
“Maintaining a 97% client retention rate”
NPS disclosures (0)
No NPS disclosures yet.
Retention disclosures (2)
Churn (commercial loan portfolio): 20% (Q4 2023) — “historically 20% to 25% would have been a reasonable kind of churn number. We see that slowing down a little bit in the current environment in the back half of 2023, but somewhere in that 15% to 20% range”
Retention rate (Girard (Wealth Division)): 97% (FY2022) — “maintaining a 97% client retention rate”
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.