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September 2025

Indigita Client Survey

We appreciate your time in providing feedback. Your insights help us improve our services and align better with your needs.

Please answer the following questions.

Contact Details

Name(Required)

Regulatory Outlook & Compliance Strategy

What regulatory changes do you anticipate will have the greatest impact on your institution in 2025 and beyond?(Required)
How would you describe your institution’s cross-border compliance outlook for the next 2–3 years?(Required)
What are the most time-consuming aspects of cross-border compliance for your institution?(Required)

ESG & Innovation in Advisory Services

How would you describe the importance of ESG compliance in your wealth management offering today?(Required)
What ESG-related challenges does your institution face?(Required)
How is your institution using APIs or third-party integrations in advisory services?(Required)

Client Expectations & Market Expansion

How have client expectations evolved in recent years?(Required)
What are the key barriers your institution faces in expanding into new markets?(Required)
How difficult is it for your institution to stay up-to-date with regulatory changes?(Required)
How interested is your institution in AI-powered compliance checks?(Required)
This field is for validation purposes and should be left unchanged.

 

Thank you for taking the time to complete our survey. We truly appreciate your continued trust and partnership.

Should you have any further thoughts or suggestions, please don’t hesitate to contact us directly.

Kind regards,

Indigita Team