Online screening questionnaire – Banking SaaS Research

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Thanks!

Just before we start, I would like to reassure you that any information you provide us with will be treated as confidential, and we will always hold the information you give securely, and delete it when no longer needed. Neither your name, nor the name of your organisation will be revealed to our client.

We conduct all studies in accordance with the UK Market Research Society Code of Conduct and, if you no longer wish to take part in the research, you can tell your interviewer at any time, and we will stop our conversation.

Can we proceed based on the above?*

Yes

Thank-you for the time you have taken to review this discussion – I will contact you about different projects in the future, if this is of interest to you?

SQ 1) First, could you tell me in which of the following countries are you based?*

a) UK

b) France

c) Germany

d) Italy

e) Spain

f) USA

g) India

h) Other

Please select one option: SINGLE CODE

SQ 2a) And which bank or financial institution do you work for?*

a) HSBC

b) Barclays

c) Lloyds Banking Group

d) NatWest Group

e) Standard Chartered

f) Nationwide Building Society

g) Northern Bank Limited, trading as Danske Bank

h) Santander UK plc (in Great Britain and Northern Ireland)

i) Deutsche Bank

j) DZ Bank

k) Commerzbank

l) Landesbank Baden-Württemberg

m) BNP Paribas

n) Crédit Agricole

o) Groupe BPCE

p) Société Générale

q) Crédit Mutuel

r) La Banque Postale

s) JP Morgan Chase

t) I do not work for a bank or financial institution

u) Other

Please select one option: SINGLE CODE

Please advise bank or financial institution below:*

SQ 2b) Approximately what is the value of your bank’s or financial institution’s total assets?*

a) less than $5 billion

b) $5 billion - $15 billion

c) $15.1 billion - $50 billion

d) $50.1 billion - $250 billion

e) $250 billion+

Please select one option: SINGLE CODE

SQ 3) Which of the following best describes how your bank / financial institution services its customers?*

a) Customers have access to both physical branches and online services

b) A digital first approach to servicing customers with no physical branches

Please select one option: SINGLE CODE

SQ 4a) Which of the following best describes your role within your bank / financial institution?*

a) Chief Executive Officer (CEO)

b) Chief Product Officer (CPO)

c) Chief Technology Officer (CTO)

d) Chief Operating Officer (COO)

e) Managing Director (MD)

f) Executive Director (ED)

g) Vice President (VP)

h) Other board level director

i) I directly report into one of these roles

j) Other

Please select one option: SINGLE CODE

Please describe below:*

SQ 4b) Which of the following best describes your role within your bank / financial institution?*

a) Product Director / Manager (Non-Technical)

b) Operations Director / Manager (Non-Technical)

c) Business Owner / Manager / Analyst (Non-Technical)

d) Engineer / Engineering Manager (Technical)

e) Tech / IT lead (Technical)

f) Solutions Architect (Technical)

g) Other specify

Please select one option: SINGLE CODE

Please describe below:*

SQ 5) Within your role, which of the following best describes your authority or influence on making decisions around banking SaaS (Software as a Service)? [Banking SaaS providers are companies that provide the underlying software which enables financial institutions and even non-financial companies to offer banking products to their end consumers. This software could be for a wide range of needs such as accounts, payments, cards, etc].*

a) I have decision-making authority or influence for making final decisions around third-party banking/financial SaaS vendors

b) I have been part of the implementation / integration of third-party banking/financial SaaS software in my current role

c) I need to interact with and use third-party banking / financial SaaS software as part of my current role

d) None of these

Please select one or more options: MULTICODE

SQ 6) How would you describe your level of knowledge around working with third party banking / financial SaaS vendors?*

a) A great deal of knowledge

b) A fair amount of knowledge

c) Some knowledge, but not enough to answer in detail

d) Little knowledge

e) No knowledge

f) I don’t know

Please select one option: SINGLE CODE

SQ 7) Has your organisation implemented banking SaaS?*

a) Yes

b) No, but we plan to

c) No, and we have no plans to

d) I don’t know

Please select one option: SINGLE CODE

SQ 8) Which of the following brands do you have banking SaaS products with?*

a) Temenos

b) FIS

c) Finastra

d) Fiserv

e) Jack Henry

f) Marqeta

g) TSYS

h) None / I don’t know

i) Other

Please select one or more options: MULTICODE

Please specify brand below*

8a) Temenos — Which banking SaaS products does your organisation hold with Temenos?*

i) Payments

ii) Lending

iii) Fraud

iv) Onboarding

v) None / I don’t know

vi) Other

Please select one or more options: MULTICODE

Please specify below*

8b) FIS — Which banking SaaS products does your organisation hold with FIS?*

i) Payments

ii) Lending

iii) Fraud

iv) Onboarding

v) None / I don’t know

vi) Other

Please select one or more options: MULTICODE

Please specify below*

8c) Finastra — Which banking SaaS products does your organisation hold with Finastra?*

i) Payments

ii) Lending

iii) Fraud

iv) Onboarding

v) None / I don’t know

vi) Other

Please select one or more options: MULTICODE

Please specify below*

8d) Fiserv — Which banking SaaS products does your organisation hold with Fiserv?*

i) Payments

ii) Lending

iii) Fraud

iv) Onboarding

v) None / I don’t know

vi) Other

Please select one or more options: MULTICODE

Please specify below*

8e) Jack Henry — Which banking SaaS products does your organisation hold with Jack Henry?*

i) Payments

ii) Lending

iii) Fraud

iv) Onboarding

v) None / I don’t know

vi) Other

Please select one or more options: MULTICODE

Please specify below*

8f) Marqeta — Which banking SaaS products does your organisation hold with Marqeta?*

i) Payments

ii) Lending

iii) Fraud

iv) Onboarding

v) None / I don’t know

vi) Other

Please select one or more options: MULTICODE

Please specify below*

8g) TSYS — Which banking SaaS products does your organisation hold with TSYS?*

i) Payments

ii) Lending

iii) Fraud

iv) Onboarding

v) None / I don’t know

vi) Other

Please select one or more options: MULTICODE

Please specify below*

8h) Which banking SaaS products does your organisation hold with “Other” (specifying the brand name again within vi)*

i) Payments

ii) Lending

iii) Fraud

iv) Onboarding

v) None / I don’t know

vi) Brand used for these products

Please select i) to v) AND vi) Brand used for these products: MULTICODE

Please specify below*

SQ 10) Approximately how many customers does your bank have currently within your market?*

a) less than 100,000

b) 100,000 - 499,999

c) 500,000 - 999,999

d) 1m - 4.9m

e) 5m+

Please select one option: SINGLE CODE

SQ 11) In which of the following markets are you responsible for implementing banking SaaS?*

a) Local

b) Regional

c) Global

d) Other

Please select one or more options: MULTICODE

Please specify below*

CONSENT

Thank-you - we would like to consider inviting you to take part in this research which consists of a 45 minute interview via Teams.

If invited to take part in the research, your interview will be recorded and may be observed by our end client in accordance with the Market Research Code of Conduct - however the recordings will NOT be used for any external marketing purposes and your full name and any contact details would be excluded and anonymized. Any recordings would be electronically shredded by our client and any platform providers 6 months after the research has completed.

SQ 12) Are you happy to take part in the interview as described?*

a) Yes

b) No

Please select one option: SINGLE CODE

SQ 13a) Market Research Society Code of Conduct. During this recruiting / interviewing process, we are working to the Market Research Society Code of Conduct meaning that any feedback you provide will be held in the strictest confidence and will only be used for the purposes of this, specific research. It will also be fed back to our client anonymously unless you request otherwise. No individual will be identifiable in the results, and nothing will be sold to you as a result of this discussion - we are just interested in your experience and views. Accordingly, I would like to check a few GDPR details with you:

SQ 13ai) I agree that my data will be stored securely for up to 6 months, for the purpose of this project only. After this time has passed, my data will be electronically shredded.*

Yes, I accept this

No, I do not accept this

SQ 13aii) If invited to take part, you will be recorded during the research - however the recordings will NOT be used for any external marketing purposes and your full name and any contact details would be excluded and anonymised. As above, any recordings would be electronically shredded by Ipsos UK and any platform providers 6 months after the research has completed. Do you accept this?*

Yes, I accept this

No, I do not accept this

SQ 13aiii) If invited to take part, a transcript of your interview would probably be taken. This transcript would be used for internal research purposes only. Your name and that of your business would not be included in the final research results. Do you accept this?*

Yes, I accept this

No, I do not accept this

SQ 13aiv) In order to enrich the reports that we write, we frequently add quotations from participants. Do you agree to anonymised written quotations in the report and transcripts?*

Yes, I accept this

No, I do not accept this

SQ 13av) RE-CONTACTING - we may want to contact you about this SPECIFIC PIECE OF research after THE RESEARCH EVENT - THIS WOULD BE WITHIN THE NEXT 6 MONTHS, do you accept?*

Yes, I accept this

No, I do not accept this

SQ 13b) APPOINTMENT

Thanks - we will be interviewing from Monday 9th June onward - could you advise of two or three suitable interview times (preferably after 15, 30, 45 mins or on the hour), so that we can speak for up to 60 minutes when it’s mutually convenient.*

Earliest Date and Time*

Next Date and Time (if available)

Thank-you - I would be grateful if you could confirm a few final details:

Your Name*

Job Title*

Job title of person you report to*

Company name*

Phone (inc international dialling code)*

Email*

LinkedIn profile link