Companies Covered in Our Dataset
![Ameriprise_Financial_logo.svg](https://www.npsprism.com/hubfs/Ameriprise_Financial_logo.svg.png)
![Charles-Schwab-logo](https://www.npsprism.com/hubfs/Charles-Schwab-logo.png)
![Chase_logo_2007.svg](https://www.npsprism.com/hubfs/Chase_logo_2007.svg.png)
![Edward-Jones-logo](https://www.npsprism.com/hubfs/Edward-Jones-logo.png)
![Fidelity-Logo](https://www.npsprism.com/hubfs/Fidelity-Logo.png)
![Merrill-Lynch-logo](https://www.npsprism.com/hubfs/Merrill-Lynch-logo.png)
![logo-black](https://www.npsprism.com/hubfs/logo-black.png)
![Raymond-James-logo-social](https://www.npsprism.com/hubfs/Raymond-James-logo-social.png)
![Robinhood_(company)_logo.svg](https://www.npsprism.com/hubfs/Robinhood_(company)_logo.svg.png)
![Vanguard-logo](https://www.npsprism.com/hubfs/Vanguard-logo.jpg)
and many (many!) more
NPS Prism for Wealth Management
Wealth Management Customer Journeys That Matter
See a sample of the data we analyze in the NPS Prism platform
![CR18633_PPTX](https://www.npsprism.com/hs-fs/hubfs/CR18633_PPTX.jpg?width=614&name=CR18633_PPTX.jpg)
Make Account Setup a Breeze
NPS Prism can help you understand how customers feel about key aspects of the account setup process including:
-
Open a general investment account or retirement account
- Setup a new advisor relationship
![CR18475_hres](https://www.npsprism.com/hs-fs/hubfs/CR18475_hres.jpg?width=614&name=CR18475_hres.jpg)
Streamline Issue Resolution
Evaluate how you and other wealth providers perform during the issue resolution experience including:
- Resolve a website or mobile app login issue
- Dispute a fee or transaction/trade
- Transition to a new relationship manager
![CR17600_PPTX (1)](https://www.npsprism.com/hs-fs/hubfs/CR17600_PPTX%20(1).jpg?width=614&name=CR17600_PPTX%20(1).jpg)
Keep Customers Satisfied During Transactions
Make sure customers feel in control over their portfolio by improving journeys like:
-
Monitor and manage balances and portfolio performance
- Place trades for investment products/assets
- Transfer funds in and out of accounts
![CR18105_PPTX](https://www.npsprism.com/hs-fs/hubfs/CR18105_PPTX.jpg?width=614&name=CR18105_PPTX.jpg)
Ensure a Positive Investment Planning Experience
Design a better planning and advice experience for your customers by understanding your performance across journeys such as:
-
Create initial investment or financial plan
-
Research or learn about investments or investment strategies
-
Update investment or financial plan or investment allocation/mix
- Seek and obtain advice on short and long term financial planning
![CR18633_PPTX](https://www.npsprism.com/hs-fs/hubfs/CR18633_PPTX.jpg?width=614&name=CR18633_PPTX.jpg)
Make Account Setup a Breeze
NPS Prism can help you understand how customers feel about key aspects of the account setup process including:
-
Open a general investment account or retirement account
- Setup a new advisor relationship
![CR18475_hres](https://www.npsprism.com/hs-fs/hubfs/CR18475_hres.jpg?width=614&name=CR18475_hres.jpg)
Streamline Issue Resolution
Evaluate how you and other wealth providers perform during the issue resolution experience including:
- Resolve a website or mobile app login issue
- Dispute a fee or transaction/trade
- Transition to a new relationship manager
![CR17600_PPTX (1)](https://www.npsprism.com/hs-fs/hubfs/CR17600_PPTX%20(1).jpg?width=614&name=CR17600_PPTX%20(1).jpg)
Keep Customers Satisfied During Transactions
Make sure customers feel in control over their portfolio by improving journeys like:
-
Monitor and manage balances and portfolio performance
- Place trades for investment products/assets
- Transfer funds in and out of accounts
![CR18105_PPTX](https://www.npsprism.com/hs-fs/hubfs/CR18105_PPTX.jpg?width=614&name=CR18105_PPTX.jpg)
Ensure a Positive Investment Planning Experience
Design a better planning and advice experience for your customers by understanding your performance across journeys such as:
-
Create initial investment or financial plan
-
Research or learn about investments or investment strategies
-
Update investment or financial plan or investment allocation/mix
- Seek and obtain advice on short and long term financial planning