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  1. Surveys
  2. 2014
  3. March
  4. E
  5. Enhanced Advisor Email
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Exit Survey
 
 
Hello:
Thank you for your recent upgrade to the LPL Enhanced Advisor Email platform! We hope you are enjoying the benefits of the new email solution. Your office has been one of the first offices to upgrade to LPL’s new platform. We would like to get your feedback on your upgrade experience in order that we can effectively upgrade the rest of our advisors.

Please complete the following quick survey about your experience through the upgrade process. This survey will take approximately 5 minutes of your time and will provide us with valuable feedback on this effort. Thank you in advance for helping to improve LPL Financial’s technology offerings.

Please start with the survey now by clicking on the Continue button below.
 
 
 
Practice/Organization:
   
 
 
 
Name:
   
 
 
With your email upgrade experience in mind, how satisfied are you with the following aspects of the conversion:
Very Satisfied Satisfied Neutral Unsatisfied Very Unsatisfied N/A
Effectiveness of the communication from the LPL team leading up to conversion day
Ease of the process to collect your office profile information
Information available to you on what to expect on conversion day
Conversion day experience and getting your email preferences and settings updated
Experience getting mobile devices set-up with email
LPL support and responsiveness to questions during the conversion process
Post-conversion experience and getting resolution to open issues
Overall conversion experience
 
 
 
Did your conversion experience match or exceed your expectations coming into the process?
 
Yes
 
No
 
 
 
If no, please explain.
   
 
 
 
Is there any additional upfront communication that would have been helpful to you, or other users in your office, in preparing for the conversion?
 
Yes
 
No
 
 
 
If yes, please explain.
   
 
 
With your new enhanced email solution in mind, how satisfied are you with the following aspects:
Very Satisfied Satisfied Neutral Unsatisfied Very Unsatisfied N/A
Outlook Web Application (OWA)
Desktop version of email (e.g. Outlook)
Mobile capabilities
Synchronized calendars within the office
Proofpoint spam filtering
Email encryption
 
 
 
Please add any additional comments or feedback on the new email capabilities that you would like to share:
   
 
 
With your enhanced email conversion experience in mind, how satisfied are you with the following aspects:
Very Satisfied Satisfied Neutral Unsatisfied Very Unsatisfied N/A
Quality of training materials (e.g. videos, printed material)
Quality of training sessions/webinars
Quality of support (e.g. communications direct with LPL staff/upgrade concierge)
Accessibility of support team
 
 
 
How soon after conversion were you fully functioning at 100%?
 
Same day
 
Within 1-2 days
 
Within 1 week
 
Within 2-3 weeks
 
More than 3 weeks
 
Other
 
 
 
 
Is there anything else you would like to tell us about your experience with the enhanced email upgrade?
   
 
 
On a scale of 1-10, with 10 being "highly recommend", how likely is it that you would recommend upgrading to the new enhanced email solution to other advisor offices?
1 2 3 4 5 6 7 8 9 10