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Future of Financial Services - 2025
This is an anonymous survey to develop insights into changing customer expectations, and the impact of these changes across the Financial Services industry. Thank you in advance for participating!
Please Identify Your Generation
Baby Boomer (born in 1946 - 1964)
Gen X (born in 1965 - 1980)
Millennial (born in 1981 - 2000)
How Do You Currently Save Money?
Retirement (e.g., 401K)
Commodities (e.g., gold)
Other Investment Vehicles (e.g., 529)
What Form of Investment Advice Do You Use (please click all that apply)?
Automated (e.g., RoboAdvisor)
Financial Advisor (person)
Friend / Family / Trusted Person In Network
What Are You Looking For That You're Not Getting From An Investor Partner?
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