Are Your Tech Needs Being Met?

Are Your Tech Needs Being Met in 2022 and Beyond?

The Technology and Innovation Committee (TIC) needs your views to help shape its work

In 2021, the TIC launched DigiCat 2.0, highlighting the very best of existing digital tools for advisors and planners (available through the Advocis Member Dashboard). Now, the TIC is working with start-ups and incubators to kickstart solutions to unmet needs.
 
But the TIC needs your help. Two years into this pandemic, we want to know which tech tools are working and which aren’t. Looking ahead to the post-pandemic future, what tech tools will your business need?
 
Please take this short survey by March 11 to help shape the TIC’s work. We greatly appreciate you taking the time to tell us about tech in your practice. Your input will be invaluable in helping the TIC bring the needs of advisors to developers.

The TIC is composed of volunteer members of Advocis who are interested in technology and are eager to give back to the community. If you have questions or comments about this survey or the TIC, please contact us at: tic@advocis.ca.

Advocis, The Financial Advisors Association of Canada

info@advocis.ca

Our mailing address is:
10 Lower Spadina Ave., Suite 600, Toronto, ON M5V 2Z2