28
NPS
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Financial Engines
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About Financial Engines' Brand
Financial Engines is an online investment manager providing retirement account services for individuals. Among its major competitors, Financial Engines is ranked in 2nd place for NPS while Betterment is 1st, and Fidelity Investments is 3rd.
Brand at a Glance
64%
Customer Loyalty
3.6/5
Product Quality
3.2/5
Pricing
3.2/5
Customer Service
Financial Engines Ranking
- #2 / 4 of its competitors
Financial Engines NPS
Financial Engines's Net Promoter Score (NPS) is a 28 with 55% Promoters, 18% Passives, and 27% Detractors. Net Promoter Score tracks whether Financial Engines's customers would recommend using the product based on a scale of -100 to 100.
Financial Engines Overall NPS
| 55% | Promoters |
|---|---|
| 18% | Passives |
| 27% | Detractors |
Financial Engines NPS Trend
-100
-50
0
50
100
| Summary | Date | Score |
|---|---|---|
Mar 2020 0 | Mar 2020 | 0 |
Oct 2020 -50 | Oct 2020 | -50 |
Jan 2021 0 | Jan 2021 | 0 |
Mar 2021 25 | Mar 2021 | 25 |
Jun 2021 40 | Jun 2021 | 40 |
Aug 2021 34 | Aug 2021 | 34 |
Oct 2021 43 | Oct 2021 | 43 |
Aug 2023 50 | Aug 2023 | 50 |
Sep 2023 55 | Sep 2023 | 55 |
Jan 2025 40 | Jan 2025 | 40 |
Mar 2025 27 | Mar 2025 | 27 |
How Other Brands Compare
Financial Engines is ranked second for NPS among its competitors. Betterment and Fidelity Investments come in first and third, with Personal Capital coming in at #4.
Financial Engines |  Fidelity Investments |  Betterment |  Personal Capital | |
| Global Ranking | #- | #162 | #830 | #970 |
| NPS | 28 | 8 | 38 | -1 |
| Social Sentiment Calculated by analyzing social media and other online mentions | - | Neutral | - | Neutral |
| Valuation Updated every 24 hours for public companies | - | $11.88B | $800.00M | - |
What is NPS
Net Promoter Score (NPS) is a management tool that can be used to gauge the satisfaction of a firm's customer relationships. NPS has been widely adopted as a key metric often linked to the revenue potential of a company’s product or service. The metric is based on customer responses to the question: "On a scale of 0 to 10, how likely are you to recommend the product to a friend?"
Those who respond with a score of 9 to 10 are known as Promoters, and are widely associated with behaviors that create value, including actively encouraging others to use the product or service. Those who respond with a score of 7 or 8 are categorized as Passives, and they are believed to be less likely to exhibit the value-creation traits of Promoters having a largely neutral effect on other consumers. Detractors are those who fall in the score range of 0 to 6 and represent dissatisfied customers of the product sometimes actively recommending against using the product.
Financial Engines NPS by Gender
Financial Engines's NPS was rated -20 by Male customers on Comparably.
Male
-20
Financial Engines's NPS was rated -20 by Male customers on Comparably.
40%
Promoters
0%
Passives
60%
Detractors
Female
N/A
Financial Engines's NPS is not yet rated by Female customers.
0%
Promoters
0%
Passives
0%
Detractors
Financial Engines NPS by Ethnicity
Financial Engines's NPS was rated -34 points by Caucasian customers on Comparably.
-100
-50
0
50
100
| Summary | Ethnicity | Score |
|---|---|---|
Caucasian -34 | Caucasian | -34 |
Financial Engines NPS vs. Competitors
Compared to its competitors, Financial Engines's NPS is rated right above Fidelity Investments, and is preceded by Betterment.
| COMPANY | NPS Score | |
|---|---|---|
| Betterment | 38 |
| Financial Engines | 28 |
| Fidelity Investments | 8 |
 | Hargreaves Lansdown | 0 |
 | Investec Bank | 0 |
 | FutureAdvisor | N/A |
| Personal Capital | -1 |
Financial Engines Customer Loyalty
64%
Customer Loyalty is a strong indicator of whether or not a customer will choose a brand repeatedly over a competitor that offers similar products/services.
64% of Financial Engines users/customers answered "Yes" when asked: "Would you consider yourself a loyal user/customer?"
Sign Up to see the full customer demographics data and the people that answered "Yes" when asked "Would you consider yourself a loyal user/customer?"
Financial Engines Customer Loyalty Score by Gender
Financial Engines's Customer Loyalty score was rated 64 by Male customers on Comparably.
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Male
64%
Yes
Female
N/A
Yes
Financial Engines Customer Loyalty Score by Ethnicity
Financial Engines's Customer Loyalty score was rated 40% by Caucasian customers on Comparably.
% who answered "Yes"
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40
out of 100
Caucasian
Financial Engines Customer Loyalty vs. Competitors
Compared to its competitors, Financial Engines's Customer Loyalty score is rated right above FutureAdvisor, and is preceded by Hargreaves Lansdown.
| COMPANY | Customer Loyalty Score | |
|---|---|---|
| Investec Bank | 100% |
| Fidelity Investments | 83% |
| Personal Capital | 78% |
| Betterment | 76% |
| Hargreaves Lansdown | 68% |
| Financial Engines | 64% |
| FutureAdvisor | N/A |
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Financial Engines Product Quality
3.6/5
Financial Engines has an overall Product Quality score of 3.6 out of 5 stars rated by its users and customers.
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Financial Engines Product Information
Financial Engines’s product quality score is a 3.6 out of 5 as rated by its users and customers.
- Website
- http://financialengines.com
- Company Size
- 501-1,000 Employees
Industry
Tech
FinTech
Quick Insights into Financial Engines Product Quality
Financial Engines's Product Quality score was rated highest by Male customers.
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Ranked Financial Engines Product Quality the Highest
Financial Engines Product Quality Score by Gender
Financial Engines's Product Quality score was rated 2.3 by Male customers on Comparably.
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Male
2.3/5
Female
N/A
Financial Engines Product Quality Score by Ethnicity
Financial Engines's Product Quality score was rated 2 stars by Caucasian customers on Comparably.
Sign Up for Brand Profile PRO to get the full Product Quality by Ethnicity data of Financial Engines.
0
1
2
3
4
5
| Summary | Ethnicity | Score |
|---|---|---|
Caucasian 2 | Caucasian | 2 |
Financial Engines Product Quality vs. Competitors
Compared to its competitors, Financial Engines's Product Quality score is rated right above Personal Capital, and is preceded by Betterment.
| COMPANY | Product Quality Score | |
|---|---|---|
| Hargreaves Lansdown | 4/5 |
| Betterment | 3.9/5 |
| Financial Engines | 3.6/5 |
| Personal Capital | 3.4/5 |
| Fidelity Investments | 3.4/5 |
| Investec Bank | 3.2/5 |
| FutureAdvisor | N/A |
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Financial Engines Pricing
Financial Engines ROI & Value For Money
3.2/5
Financial Engines has a value for money and ROI score of 3.2 out of 5 stars rated by its users and customers.
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Quick Insights into Financial Engines ROI
Financial Engines's ROI score was rated highest by Male customers.
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Ranked Financial Engines ROI the Highest
Financial Engines ROI Score by Gender
Financial Engines's ROI score was rated 2.5 by Male customers on Comparably.
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Male
2.5/5
Female
N/A
Financial Engines ROI Score by Ethnicity
Financial Engines's ROI score was rated 1.8 stars by Caucasian customers on Comparably.
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0
1
2
3
4
5
| Summary | Ethnicity | Score |
|---|---|---|
Caucasian 1.8 | Caucasian | 1.8 |
Financial Engines Pricing vs. Competitors
Compared to its competitors, Financial Engines's ROI score is rated right above FutureAdvisor, and is preceded by Hargreaves Lansdown.
| COMPANY | Pricing Score | |
|---|---|---|
| Betterment | 3.8/5 |
| Personal Capital | 3.5/5 |
| Investec Bank | 3.5/5 |
| Fidelity Investments | 3.4/5 |
| Hargreaves Lansdown | 3.3/5 |
| Financial Engines | 3.2/5 |
| FutureAdvisor | N/A |
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Financial Engines Customer Satisfaction (CSAT)
Financial Engines Customer Satisfaction (CSAT) Score
67 / 100
Financial Engines has an overall Customer Satisfaction score of 67 rated by its users and customers.
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Very Satisfied
67%
Satisfied
0%
Neither Satisfied nor Dissatisfied
0%
Dissatisfied
0%
Very Dissatisfied
33%
What is Customer Satisfaction (CSAT) Score
Customer Satisfaction Score (also known as CSAT), is a metric used to quantify how satisfied customers are with a company or brand’s products and services. The Customer Satisfaction Score is based on customers response to the question: “How would you rate your overall satisfaction with the service you received?” The score is calculated using the formula: (The total number answer of “Very Satisfied” and “Satisfied”) ÷ (The total response) x100, and it is generally displayed in percentages. Some of the main benefits of the CSAT for businesses are tracking retention, identifying happy customers and growing relationships, and gaining repeat business to build a sustainable brand.
Quick Insights into Financial Engines Customer Satisfaction
Financial Engines's Customer Satisfaction score was rated highest by Caucasian customers.
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Ranked Financial Engines Customer Satisfaction the Highest
Financial Engines Customer Satisfaction Score by Gender
Financial Engines's Customer Satisfaction score was rated 33 by Male customers on Comparably.
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33 / 100
MaleVery Satisfied | 33% | |
|---|---|---|
Satisfied | 0% | |
Neither Satisfied nor Dissatisfied | 0% | |
Dissatisfied | 0% | |
Very Dissatisfied | 67% |
Financial Engines Customer Satisfaction Score by Ethnicity
CSAT according to Caucasian
Financial Engines' Customer Satisfaction (CSAT) score was rated 33% according to Caucasian users and customers.
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33 / 100
Very Satisfied
33%
Satisfied
0%
Neither Satisfied nor Dissatisfied
0%
Dissatisfied
0%
Very Dissatisfied
67%
Financial Engines Customer Satisfaction vs. Competitors
Compared to its competitors, Financial Engines's Customer Satisfaction score is rated right above Fidelity Investments, and is preceded by Betterment.
| COMPANY | Customer Satisfaction (CSAT) Score | |
|---|---|---|
| Hargreaves Lansdown | 100% |
| Betterment | 87% |
| Financial Engines | 67% |
| Fidelity Investments | 58% |
| Personal Capital | 58% |
| Investec Bank | 50% |
| FutureAdvisor | 0% |
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Financial Engines Customer Service
3.2/5
Financial Engines has an overall Customer Service score of 3.2 out of 5 stars rated by its users and customers.
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About Financial Engines's Customer Service
Address
1050 Enterprise Way, 3rd Floor, Sunnyvale, CA 94089
Website
http://financialengines.com
Phone Number
16505654905
Quick Insights into Financial Engines Customer Service
Financial Engines's Customer Service score was rated highest by Male customers.
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Ranked Financial Engines Customer Service the Highest
Financial Engines Customer Service Score by Gender
Financial Engines's Customer Service score was rated 2.3 by Male customers on Comparably.
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Male
2.3/5
Female
N/A
Financial Engines Customer Service Score by Ethnicity
Financial Engines's Customer Service score was rated 2 stars by Caucasian customers on Comparably.
Sign Up for Brand Profile PRO to get the full Customer Service by Ethnicity data of Financial Engines.
0
20
40
60
80
100
| Summary | Ethnicity | Customer Service Score |
|---|---|---|
Caucasian 2 | Caucasian | 2 |
Financial Engines Customer Service vs. Competitors
Compared to its competitors, Financial Engines's Customer Service score is rated right above FutureAdvisor, and is preceded by Fidelity Investments.
| COMPANY | Customer Service Score | |
|---|---|---|
| Betterment | 4/5 |
| Hargreaves Lansdown | 3.6/5 |
| Investec Bank | 3.5/5 |
| Personal Capital | 3.5/5 |
| Fidelity Investments | 3.3/5 |
| Financial Engines | 3.2/5 |
| FutureAdvisor | N/A |
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Financial Engines as an Employer
2.8/5
Financial Engines has a 2.8/5 stars for its overall company culture rated by their employees
bottom
10%
Consumer vs. Employees
Financial Engines scored a 28 for Net Promoter Score and a -57 for Employee Net Promoter Score. NPS gauges how likely a customer of Financial Engines would recommend the brand to a friend. ENPS measures how likely Financial Engines employees would recommend working at Financial Engines to a friend.
Net Promoter Score
28
NPS Score
| 55% | Promoters |
|---|---|
| 18% | Passive |
| 27% | Detractors |
Employee Net Promoter Score
-57
eNPS Score
| 0% | Promoters |
|---|---|
| 43% | Passive |
| 57% | Detractors |
