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  1. Surveys
  2. 2010
  3. February
  4. B
  5. Business Customer Satisfaction

Business Customer Satisfaction

 
 
Name
   
Primary Role
   
 
 
 
Which group are you associated with?

 
BDSS
 
BTS
 
NSM
 
ERM
 
Human Capital
 
CCS
 
Corporate Communications
 
Strategic Development
 
Other
 
 
 
Please rank your perception of the following categories of LPL Financial Technologies in general.

Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied
Features & Functionality
Ease of Use
Technical Performance
Training / Education
Pricing
 
 
 
Imagine you have $100 to spend on making enhancements to these areas. Using a scale from 0 – 100, please indicate how much you would spend on enhancing each item below. (Use 0 for items that do not need enhancing or are unimportant to you at this time.)

New Features & Functionality
Improving Ease of Use of Existing Features
Technical Performance
Training / Education
0
Values must add up to 100
 
 
Please rank your perception of the following categories. (Use N/A if you are not familiar with the functionality.)

Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied N/A
BranchNet (overall)
New Accounts
Account Browse
Business Management Reports
Mutual Fund Trading
Equity Trading
Fixed Income Trading
Resource Center
 
 
 
Imagine you have $100 to spend on making enhancements to these systems. Using a scale from 0 – 100, please indicate how much you would spend on enhancing each item below. (Use 0 for items that do not need enhancing or are unimportant to you at this time.)

New Accounts
Account Browse
Business Management Reports
Mutual Fund Trading
Equity Trading
Fixed Income Trading
Resource Center
0
Values must add up to 100
 
 
Please rank your perception of the following categories. (Use N/A if you are not familiar with the product.)

Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied N/A
Account View
Advisor Square Websites
LPL Advisor Websites
LPL iDoc (document imaging service)
Portfolio Manager
Portfolio Review Tool
RebalanceNow!
WealthVision
 
 
 
Imagine you have $100 to spend on making enhancements to these systems. Using a scale from 0 – 100, please indicate how much you would spend on enhancing each item below. (Use 0 for items that do not need enhancing or are unimportant to you at this time.)

Account View
Advisor Square Websites
LPL Advisor Websites
LPL iDoc (document imaging service)
Portfolio Manager
Portfolio Review Tool
RebalanceNow!
WealthVision
0
Values must add up to 100
 
 
 
Internal Tools
 
 
Please rank your perception of the following categories. (Use N/A if you are not familiar with the product.)

Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied N/A
Siebel
Beta
Portia
Oracle
ASAT
Application Launcher Apps
Mantas
OMC
Web Publishing
Acorde
ADP
Expense Expert
LPL@Work
 
 
 
Imagine you have $100 to spend on making enhancements to these systems. Using a scale from 0 – 100, please indicate how much you would spend on enhancing each item below. (Use 0 for items that do not need enhancing or are unimportant to you at this time.)

Siebel
Beta
Portia
Oracle
ASAT
Application Launcher Apps
Mantas
OMC
Web Publishing
Acorde
ADP
Expense Expert
LPL@Work
0
Values must add up to 100
 
 
On a scale of 0 to 10, based on your overall experience how likely would you be to recommend LPL Financial Technologies to a friend or colleague? (0 being not likely at all and 10 being extremely likely)


0 - Extremely Unlikely 1 2 3 4 5 - Neutral 6 7 8 9 10 - Extremely Likely
Technologies (overall)
 
 
 
Is there additional systems or functionality that you would like to see enhanced that was not mentioned above? Please use this area to explain (optional).
   
 
LPL Financial
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