Technology Task Force  - FinTech Survey

Advocis’ Technology Task Force (TTF) is seeking feedback on the friction points that you are experiencing that could be resolved by FinTechs if they better understood your needs. The TTF intends to act as a link between the advisor community and FinTechs to improve outcomes for all Canadians. 

This survey should take you five minutes to complete. Your responses are much appreciated. 

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* 1. Which of the following distribution channels do you operate in? (Check all that apply)

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* 2. Which of the following components of your practice feel obsolete? (Check all that apply)

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* 3. Which of your daily activities as an advisor are being inadequately addressed by a tech-solution? (Check all that apply)

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* 4. In which of the following areas would innovation and new technology motivate you to spend more? (Check all that apply)

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* 5. If a competitor Dealership or MGA offered best-in-class technology, for which of the following areas would you consider switching to that firm? (Check all that apply)

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* 6. Would you prefer a bundled package from a Dealership or MGA at a reduced fee, or have the personal freedom to purchase your own tools curated by a trusted source like Advocis?

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* 7. In aggregate, how much are you willing to pay for tech solutions per user, per month?

$0 Sliding scale of monthly budget you are willing to allocate $1000
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i We adjusted the number you entered based on the slider’s scale.

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* 8. What has prevented you from implementing solutions available in the marketplace? (Check all that apply)

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* 9. Are there any other areas of your practice that warrant the attention of FinTechs? If so, please explain:

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* 10. Would you be interested in working with FinTechs in developing solutions for advisors?  If so, please provide the following:

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