Contribute to Editorial Research

How is automation driving customer acquisition at your firm?

Hello Voornaam,

You are invited to contribute to a new industry survey from Financial Planning. This research explores how financial advisors are using data, AI, ML and automation technologies, as well as new platforms and channels to prospect and attract new customers, particularly younger generations including Gen Z and younger millennials. Key insights from this study will be shared in upcoming editorial coverage.

Or, copy and paste this link into your browser:

As a thank you for your time, you will receive your choice of either a $10 Amazon gift card or a $10 donation to the World Central Kitchen or NAMI: The National Alliance on Mental Illness. Your contribution will remain confidential and only be used in aggregate for research purposes.

We sincerely appreciate your time and participation.

If you need help with the survey, reach out to us at [email protected].

For more information about this survey, see the official rules.