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  5. DIL: Technology Satisfaction Survey

DIL: Technology Satisfaction Survey

Technology Satisfaction Survey

 
 
Name
   
Rep ID
   
 
 
 
What is your primary Branch Office role?

 
OSJ
 
Advisor
 
Other
 
 
 
On a scale of 0 to 10, please rank LPL Financial Technologies based on your overall experience (0 being extremely dissatisfied and 10 being extremely satisfied)


Extremely Dissatisfied
0

1

2

3

4
Neutral
5

6

7

8

9 		Extremely Satisfied
10
Technologies (overall)
 
 
How strongly would you agree or disagree with the following with regard to LPL technology?

Strongly Disagree
1

2
Neutral
3

4
Strongly Agree
5
1) I think that I would like to use LPL technologies frequently.
2) I find LPL technologies unnecessarily complex.
3) I think LPL technologies are easy to use.
4) I think that I would need the support of a technical person to be able to use LPL technologies.
5) I find the various functions of LPL technologies to be well integrated.
6) I think there is too much inconsistency with LPL technologies.
7) I would imagine that most people would learn to use LPL technologies very quickly.
8) I find LPL technologies very cumbersome to use.
9) I feel very confident using LPL technologies.
10) I needed to learn a lot of things before I could get going with LPL technologies.
 
 
Please rank your experience in 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 technology enhancements. 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 experience in the following categories.

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
Annuity Order Entry
Resource Center
 
 
 
Imagine you have $100 to spend on technology enhancements. 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
Annuity Order Entry
Resource Center
0
Values must add up to 100
 
 
Please rank your experience in the following categories. (Use N/A if you do not subscribe to a product.)

Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied N/A
Account View
Advisor Square Websites
ASI Rebalancing
LPL Advisor Websites
iDoc (document imaging service)
Portfolio Manager
Portfolio Review Tool
RebalanceNow!
SalesForce CRM
Trade Import Tool
WealthVision
 
 
 
Imagine you have $100 to spend on technology enhancements. 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
ASI Rebalancing
LPL Advisor Websites
iDoc (document imaging service)
Portfolio Manager
Portfolio Review Tool
RebalanceNow!
SalesForce CRM
Trade Import Tool
WealthVision
0
Values must add up to 100
 
 
 
Please use the following area to write additional comments (optional).
   
 
LPL Financial
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