NPS Intelligence (beta)

Disclosed NPS & retention by vertical

Verticals  /  Payments, wealth & financial services  /  Victory Capital Holdings
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Latest disclosed NPS
no score published
0
NPS entries
0 with a number
82%
Retention
15 May 2019
2018–19
Years covered
4 entries in all

In their words

“USAA's 529 college saving plan has attained an impressive AUM retention rate of 86% over 5 years.”
— David Brown, Chief Executive Officer, Victory Capital Holdings · Earnings call, Q1 2019 · 15 May 2019 · NI-6107E91
“USAA's mutual fund business has attained an 82% retention rate over the last 5 years.”
— David Brown, Chief Executive Officer, Victory Capital Holdings · Earnings call, Q1 2019 · 15 May 2019 · NI-96A1407
“USAA also offers a 529 college savings plan, which has an impressive AUM retention rate of 86% over 5 years.”
— David Brown, Chief Executive Officer, Victory Capital Holdings · Earnings call, Q3 2018 · 7 Nov 2018 · NI-B76E688

NPS disclosures (0)

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Retention disclosures (4)

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15 May 2019
Retention86%

Retention rate (529 college savings plan): 86% (5-year average) — “USAA's 529 college saving plan has attained an impressive AUM retention rate of 86% over 5 years.”

— David Brown, Chief Executive Officer, Victory Capital Holdings · Earnings call, Q1 2019 · 15 May 2019 · NI-6107E91
Earnings call, Q1 2019 ↗
15 May 2019
Retention82%

Retention rate (mutual fund business): 82% (5-year average) — “USAA's mutual fund business has attained an 82% retention rate over the last 5 years.”

— David Brown, Chief Executive Officer, Victory Capital Holdings · Earnings call, Q1 2019 · 15 May 2019 · NI-96A1407
Earnings call, Q1 2019 ↗
7 Nov 2018
Retention86%

Retention rate (529 college savings plan): 86% (5-year average) — “USAA also offers a 529 college savings plan, which has an impressive AUM retention rate of 86% over 5 years.”

— David Brown, Chief Executive Officer, Victory Capital Holdings · Earnings call, Q3 2018 · 7 Nov 2018 · NI-B76E688
Earnings call, Q3 2018 ↗
7 Nov 2018
Retention82%

Retention rate (mutual fund business): 82% (5-year average) — “USAA's mutual fund business has achieved an 82% retention rate over the last 5 years.”

— David Brown, Chief Executive Officer, Victory Capital Holdings · Earnings call, Q3 2018 · 7 Nov 2018 · NI-9910D3B
Earnings call, Q3 2018 ↗

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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.