This free survey is powered by
  1. Surveys
  2. 2013
  3. October
  4. T
  5. Technology Satisfaction Survey Nov 2013

Technology Satisfaction Survey Nov 2013

Technology Satisfaction Survey


0%
Questions marked with an * are required Exit Survey
 
 
* Name
   
* RepID
   
 
 
 
* What is your primary Branch Office role?
 
Advisor
 
OSJ
 
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)
 
 
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
* New Account View
* Advisor Mobile
* iDoc (document imaging service)
* eSignature
* Remote Deposit
* Mutual Fund Trading - BranchNet
* Equity Trading - BranchNet
* Enhanced 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
New Account View
Advisor Mobile
iDoc (document imaging service)
eSignature
Remote Deposit
Mutual Fund Trading - BranchNet
Equity Trading - BranchNet
Enhanced 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
* Advisor Square Websites
* Rebalancing - Enhanced Trading
* ASI Rebalancing
* LPL Advisor Websites
* Portfolio Manager
* Portfolio Review Tool
* SalesForce CRM
* 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.)
Advisor Square Websites
Rebalancing - Enhanced Trading
ASI Rebalancing
LPL Advisor Websites
Portfolio Manager
Portfolio Review Tool
SalesForce CRM
WealthVision
0
Values must add up to 100
 
 
How strongly would you agree or disagree with the following statements regarding 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 use the following area to write additional comments (optional).