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2013
June
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FOCUS - Mobile Ecology Survey
FOCUS - Mobile Ecology Survey
FOCUS - Technology Survey
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Hello:
Thank you for your taking part in our technology usage survey. This is a quick 5 minute survey to help us better understand your technology usage so we may deliver improved products to you. Please start now by clicking on the
Continue
button below.
Thank you in advance for your participation.
*
RepID
*
Email Address
Which of the following products do you use? (Please select all that apply)
Tablet Device (iPad, Kindle Fire, Samsung Tablet, etc.)
Media Streaming Device (Roku, Apple TV, WD TV, Boxee Box, PS3, XBOX)
Gaming Console (Xbox, Wii/Wii-U, PS3)
None of the Above
Other
Compared to other people you know, how would you describe yourself?
I am generally the last to try a new technology product
I am generally among the last to try a new technology product,
I am generally in the middle when it comes to trying a new technology product.
I am generally among the first to try a new technology product
I am generally the first to try a new technology product
Which of the following products do you use in your business? (Select all that apply)
ASI or other Rebalancing Tool
Salesforce or other CRM
ESignature
iDOC
Other
How many hours per week do you spend researching technology products to improve your business?
0
1
2 to 3
4 to 5
5+
To what extent would you say your office is currently using social media
Never
On a very limited basis
Use it sometimes
Use it all the time
Which of the following social media are you aware of? And which do you use? (please mark as many as you wish)
Am aware of it
Currently use it for business
Twitter
Facebook
Instagram
Tumblr
Google+
Flickr
YouTube
LinkedIn
What mobile device do you currently use:
Basic cellphone (no internet capabilities)
iPhone
Windows based phone
Android based phone
Blackberry
Other
Which of the following aspects of LPL Technology are you interested in finding more about (Please use scale from 1-5 where 1= Not at all Interested and 5 = Extremely Interested).
1
2
3
4
5
CRM (Client Relationship Management) Software
Reducing the amount of paper we use
Advisor Connect
Advisor Mobile solutions
Enhanced trading platform
Portfolio Manager
Using social media
Document Imaging
Model Management in SAM.SWM
eSignature
The new LPL Account View
Using technology to improve your client’s experience
Enhanced rebalancing platform
Branchnet
General information about what’s new in technology
If you could invent any product(s) that would help your business, what would it be?
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