Is it possible to identify and send a survey to wealth managers / financial advisers through Qualtrics?
Qualtrics Capability
Best answer by Kate
Qualtrics is mostly a "build your own survey platform". You certainly can send survey to any segment you wish, but you need to supply the people.
You can either do that by uploading your own list (if you company CRM has these people, or you're using a marketing database).
If you don't have a list of these emails sitting around already, reach out to a "Panel Provider". Panel companies help match businesses like yours to people who can take surveys. Qualtrics does have in in-house "Research Department" that provides panels. You might be able to talk to them to see if they can create a panel of wealth managers large enough for you. Alternatively, look to competitor panel provider companies like Ipsos, GFk, etc..
You locate the people. You create a survey questionnaire on the Qualtrics Platform. And your panel provider will help you get the people to the survey.
Sign up
Already have an account? Login
Welcome! To join the Qualtrics Experience Community, log in with your existing Qualtrics credentials below.
Confirm your username, share a bit about yourself, Once your account has been approved by our admins then you're ready to explore and connect .
Free trial account? No problem. Log in with your trial credentials to join.
No free trial account? No problem! Register here
Already a member? Hi and welcome back! We're glad you're here 🙂
You will see the Qualtrics login page briefly before being taken to the Experience Community
Login with Qualtrics
Welcome! To join the Qualtrics Experience Community, log in with your existing Qualtrics credentials below.
Confirm your username, share a bit about yourself, Once your account has been approved by our admins then you're ready to explore and connect .
Free trial account? No problem. Log in with your trial credentials to join. No free trial account? No problem! Register here
Already a member? Hi and welcome back! We're glad you're here 🙂
You will see the Qualtrics login page briefly before being taken to the Experience Community
Login to the Community
Welcome! To join the Qualtrics Experience Community, log in with your existing Qualtrics credentials below.
Confirm your username, share a bit about yourself, Once your account has been approved by our admins then you're ready to explore and connect .
Free trial account? No problem. Log in with your trial credentials to join.
No free trial account? No problem! Register here
Already a member? Hi and welcome back! We're glad you're here 🙂
You will see the Qualtrics login page briefly before being taken to the Experience Community
Login with Qualtrics
Welcome! To join the Qualtrics Experience Community, log in with your existing Qualtrics credentials below.
Confirm your username, share a bit about yourself, Once your account has been approved by our admins then you're ready to explore and connect .
Free trial account? No problem. Log in with your trial credentials to join. No free trial account? No problem! Register here
Already a member? Hi and welcome back! We're glad you're here 🙂
You will see the Qualtrics login page briefly before being taken to the Experience Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
