Financial Services Technology Survey
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1.
What video meeting technologies do you use:
(Required.)
Facetime
GoMeeting
Teams
Videosign
Webex
Whatsapp
Zoom
None
*
2.
What signing technologies do you use:
(Required.)
AdobeSign
Docusign
Lexis Sign
Quickly Sign
Signiflow
Videosign
None
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3.
What, if any, signing technologies have been made available by FSPs/Product Providers? Kindly list these technologies:
(Required.)
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4.
Are these technologies prescriptive?
(Required.)
Yes
No
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5.
Do these technologies hinder or support client engagement and business continuation?
(Required.)
Hinder
Support
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6.
Which area of financial services, according to your knowledge, has experienced the most disruption during this time?
(Required.)
Client engagement (including advice)
Underwriting
Provision
Claims
Other (please specify)
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7.
Which sub sector of financial services, according to your knowledge, has experienced the most disruption during this time?
(Required.)
Long-term
Short-term
Investment
Medical Schemes
Other (please specify)
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8.
How critical was client engagement technologies to your practice before lockdown?
(Required.)
Not at all important
Fairly Important
Very Important
No opinion
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9.
How critical is client engagement technologies to your practice a year later (2021)?
(Required.)
Not at all important
Fairly Important
Very Important
No opinion
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10.
How have your clients responded to the use of client engagement technologies?
(Required.)
Negative
Positive
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11.
Has the “new way of work” impacted your client numbers?
(Required.)
Increased
Decreased
No impact
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12.
Has the “new way of work” impacted your operating costs?
(Required.)
Increased
Decreased
No impact
*
13.
As lockdown eases, will you revert to previous in-person client interactions or remain more digitally bound?
(Required.)
Increase in-person interactions
Combo of in-person and digital interactions
Increase digital interactions
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14.
How would you describe your gender?
(Required.)
Male
Female
Prefer not to answer
*
15.
What is your age?
(Required.)
Under 25
25 - 34
35 - 44
45 - 54
55 and over
Prefer not to say
*
16.
What is the highest level of education you have achieved?
(Required.)
Master’s degree or above
Bachelor’s degree
High School
I prefer not to say
Other (please specify)
*
17.
What is your financial services role?
(Required.)
Key Individual
Representative
Sole Proprietor
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18.
What are your areas of business (COB categories)?
(Required.)
Short-Term Insurance: Personal Lines
Short-Term Insurance: Commercial Lines
Long-Term Insurance
Pension Fund Benefits
Short- and Long-Term Deposits
Structured Deposits
Investments
Forex Investments
Health Services Benefits
Current Progress,
0 of 18 answered
