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Use NPS Prism to uncover detailed CX insights and NPS benchmarks.
See how you stack up across transactions, advice, account management, issue resolution and more.

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Companies Covered in Our Dataset

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NPS Prism for Wealth Management

Wealth Players Compare performance against many of the most recognized names in the U.S. wealth management industry.
Customer Journeys NPS Prism contains granular NPS analysis across the setup, issues, manage, transact, advice, and research and plan customer journeys.
30 K
Customers Surveyed NPS Prism collects data from a representative sample of 30K wealth customers annually, with new data and insights each quarter.

Wealth Management Customer Journeys That Matter

See a sample of the data we analyze in the NPS Prism platform

Wealth Management Insights

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