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  5. FOCUS - Mobile Ecology Survey

FOCUS - Mobile Ecology Survey

FOCUS - Technology Survey
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Hello:

Thank you for your taking part in our technology usage survey. This is a quick 5 minute survey to help us better understand your technology usage so we may deliver improved products to you. Please start now by clicking on the Continue button below.

Thank you in advance for your participation.
 
 
 
* RepID
   
 
 
 
* Email Address
   
 
 
 
Which of the following products do you use? (Please select all that apply)
 
Tablet Device (iPad, Kindle Fire, Samsung Tablet, etc.)
 
Media Streaming Device (Roku, Apple TV, WD TV, Boxee Box, PS3, XBOX)
 
Gaming Console (Xbox, Wii/Wii-U, PS3)
 
None of the Above
 
Other
 

 
 
 
Compared to other people you know, how would you describe yourself?
 
I am generally the last to try a new technology product
 
I am generally among the last to try a new technology product,
 
I am generally in the middle when it comes to trying a new technology product.
 
I am generally among the first to try a new technology product
 
I am generally the first to try a new technology product
 
 
 
Which of the following products do you use in your business? (Select all that apply)
 
ASI or other Rebalancing Tool
 
Salesforce or other CRM
 
ESignature
 
iDOC
 
Other
 

 
 
 
How many hours per week do you spend researching technology products to improve your business?
 
0
 
1
 
2 to 3
 
4 to 5
 
5+
 
 
 
To what extent would you say your office is currently using social media
 
Never
 
On a very limited basis
 
Use it sometimes
 
Use it all the time
 
 
Which of the following social media are you aware of? And which do you use? (please mark as many as you wish)
Am aware of it Currently use it for business
Twitter
Facebook
Instagram
Tumblr
Google+
Flickr
YouTube
LinkedIn
 
 
 
What mobile device do you currently use:
 
Basic cellphone (no internet capabilities)
 
iPhone
 
Windows based phone
 
Android based phone
 
Blackberry
 
Other
 
 
 
Which of the following aspects of LPL Technology are you interested in finding more about (Please use scale from 1-5 where 1= Not at all Interested and 5 = Extremely Interested).
1 2 3 4 5
Portfolio Manager
Using technology to improve your client’s experience
Reducing the amount of paper we use
Using social media
eSignature
General information about what’s new in technology
Branchnet
Advisor Mobile solutions
Advisor Connect
Enhanced rebalancing platform
Document Imaging
CRM (Client Relationship Management) Software
Enhanced trading platform
Model Management in SAM.SWM
The new LPL Account View
 
 
 
If you could invent any product(s) that would help your business, what would it be?