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RL360 Fintech Survey April 2022

RL360 Fintech Survey April/May 2022

RL360 has joined forces with International Investment to launch a short survey into digital use and how international advisers, brokers and wealth managers are interacting with their clients.

The RL360 Adviser Survey April/May 2022 aims to gauge how technology is impacting on adviser habits around traditional prospecting and general technology use in a post pandemic world.

The survey should only take about 1-2 mins to complete.
 
1. What are the main prospecting methods that you use for client generation? Please choose your top 3.
2. Is the profile/age range of your client base changing?
3. In your opinion, are virtual meetings just as effective as face-to-face meetings?
4. In the post-pandemic business environment, the majority of interactions with clients will be digital
5. Which technology will you use going forward? (choose all that apply)
  • * This question is required.
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