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The State of Client Understanding


This survey will be used to assess your current approach to understanding and profiling clients.  It should take about 20 minutes to complete. 

Thank you for sharing your honest perspective.

If you have any questions about this survey, please do not hesitate to contact us:

Note on confidentiality
Disclosing Demographic Information
During the survey, we will ask you for your name, email address, and data relating to your personal and professional characteristics for purposes of processing the survey and delivering a custom report back to you. 

Your responses may also be used to create benchmarking overviews and other reports for consumption by others. Information based on your responses will only be presented in aggregate.

Data Processing
Your survey will be reviewed and processed by Capital Preferences staff in the United States and New Zealand. Capital Preferences uses appropriate technical measures to help ensure the security of the information you provide through this survey. Your individual answers may be shared on an anonymous basis (i.e., by removing your personal information) with research partners for analysis purposes only. 

Survey Participation
By participating in this survey, you certify that you understand and agree to the conditions outlined above. 

We thank you for sharing your perspective with us. If you have any questions about this exercise or would like to review or update your survey responses, please contact us. 
1. If you agree to these terms, please select "I agree" below to begin the survey. *This question is required.