All information gathered in this survey is done so on an anonymous basis
Thank you for volunteering your information for our short survey. We at DALBAR strive to help financial institutions improve the quality of their customer service, as well as rating and ranking the effectiveness of their customer service and client communications. This very short survey should take no more than 1 min to complete.
What was the main purpose of your visit today?
Did you find what you were looking for?
Are you currently employed by a financial services company?
Please indicate your gender:
How old are you?
65 or Above
Please indicate your household income level
$20,000 - $50,000
$50,000 - $75,000
$75,000 - $100,000
Which financial institution do you have a relationship with? (check all that apply)
BMO Bank of Montreal
RBC Royal Bank
TD Toronto Dominion
Franklin Templeton Investments
Which of the following products do you currently have with any institution? (check all that apply)
Universal Life Plan
Mutual Funds account
High Net Worth Account
Full Service Brokerage account
Self-Directed (Discount) Brokerage account
Please contact me for future upcoming studies, such as interviews, focus groups, preference studies, etc. (optional)
DALBAR will never disclose any of your personal information and all of your details will be kept private and confidential. For any future participation you may be entitled to an incentive (cash or gift cards).
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