This free survey is powered by
  1. Surveys
  2. 2013
  3. September
  4. R
  5. Resource Center - Search functionality
0%
Exit Survey
 
 
Hello -

Thank you for taking the time to complete this brief survey on LPL Financial's Resource Center on BranchNet. We have heard your feedback and understand the need to enhance and improve the Resource Center. We are looking forward to some significant changes in 2014. However, with a few months remaining in 2013, we have the opportunity to work on the Search bar functionality in Resource Center, which we understand has some opportunities for improvement.

As the user, your input in this effort is extremely important. In order to best improve and refine the searching capabilities on the Resource Center, please complete the following quick survey regarding the search functionality. Please be as specific and detailed as possible in your responses.

Thank you in advance for helping to improve LPL Financial’s technology.
 
 
 
Which best describes your primary role:
 
Advisor
 
Assistant
 
OSJ
 
Other
 
 
 
 
When using the Search function in the Resource Center, how often do you find the information you are looking for on the results page?
 
Never
 
Rarely
 
Sometimes
 
Often
 
Always
 
 
 
How do you find what you're looking for if Search doesn't return the desired result?
 
Browse the Resource Center
 
Call the service center
 
Call the back office
 
Ask a colleague
 
Google it (or use some other search engine)
 
Other
 
 
 
 
What information are you most frequently looking for when you use the Search function? Please select all that apply
 
Forms
 
Marketing materials
 
LPL Research
 
LPL Advisory Platform information
 
Training
 
LPL Events
 
News
 
Compliance
 
Fee information
 
Other
 

 
 
 
Please list Forms related search terms that you have entered in the Resource Center Search bar, as well as the results you expect the search function to provide.
   
 
 
 
Please list Research related search terms that you have entered in the Resource Center Search bar, as well as the results you expect the search function to provide.
   
 
 
 
Please list Advisory Platforms related search terms that you have entered in the Resource Center Search bar, as well as the results you expect the search function to provide.
   
 
 
 
Please list Marketing related search terms that you have entered in the Resource Center Search bar, as well as the results you expect the search function to provide.
   
 
 
 
Please list any other search terms that you have entered in the Resource Center Search bar, as well as the results you expect the search function to provide.
   
 
 
 
How do you most frequently try to a find form on the Resource Center? Please rank the following from 1-5, 1 being the way you most frequently try to find a form.
Browse
Enter business activity phrase in search bar (e.g. update beneficiary on retirement account)
Enter form name in search bar
Enter form number in search bar
Enter keyword in search bar (e.g. beneficiary)
 
 
There are several potential enhancements we are looking to make to the Resource Center's search functionality. Please rate on a scale of 1 (not at all important) to 5 (very important) how important each potential feature would be to you.
Not at all importantVery important
1 2 3 4 5
The ability for the search function to recall and display your most recent search terms
The ability to be able to filter your search (e.g. search on Forms rather than across whole site)
The ability to search using natural language (e.g. "how do I open an MWP account")
 
 
On a scale of 1-5, how satisfied are you with the current Search functionality on the Resource Center?
Very UnsatisfiedVery Satisfied
1 2 3 4 5
 
 
 
 
Is there anything else that you would like to share about the Resource Center?