Online screening questionnaire – Client Management Solutions

Step 1 of 14

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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 on the basis of the above?*
- Yes
- No
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) Do you, or any members of your family or close friends, work in any of the following occupations or organisations, either now or in the past?
Yes No
Market Research
Consulting; Management Consulting
Media
Public Relations

SQ 2) What is your gender?*
- Male
- Female
- Refuse to say
Please select one of the above: SINGLE CODE

SQ 3) Have you ever participated in a focus group, or a depth interview?*
- 1) Yes
- 2) No
Please select one of the above: SINGLE CODE

SQ 4) When was the last time you took part in a focus group, or a depth interview?*
- Less than 3 months ago
- Between 3 to 6 months ago
- Between 6 months and a year
- Over a year
- Never
Please select one or more of the above: MULTICODE

SQ 5) What was the subject matter of the discussions held?*
- Financial Services
- IT Software
- Other
Please select one or more of the above: MULTICODE
please specify*

SQ 6) Could you tell me the main nature of your company’s business?*
- Investment banking
- Asset Management
- Private Wealth Management
- Investment Management
- None of these
- Other
Please select one or more of the above: MULTICODE
please specify*

SQ 7) Which of the following would you say best represents your role in your organisation?*
- Investment Manager
- Digital delivery manager/Head of Digital/digital project manager
- COO / CFO
- Chief Marketing Officer/Head of Marketing
- Head of client relationships/distribution/sales
- Head of client reporting/operations
- Factsheet/client reporting professional
- Product marketer/sales presentations
- Other
Please select one or more of the above: MULTICODE
please specify*

SQ 8) What would you say your firm’s size is, based on the global assets it manages for clients ie AUM?*
- Up to $2bn
- $2bn - $10bn
- $10bn - $50bn
- $50bn - $500bn
- Over $500bn
Please select one of the above: SINGLE CODE

SQ 9) When it comes to the topics of client reporting (inc. factsheets), sales and marketing content delivery or client website experiences, which of the following statements would you say best describes your level of involvement in these from an operational or decision-making perspective?*
- They are a major area of my responsibilities
- They’re an area in which I have significant interest and / or influence
- They are areas that I have some involvement in
- They are not areas I have much to do with
- I have no involvement at all
Please select one of the above: SINGLE CODE

SQ 10) Below is a list of companies that support financial businesses like yours with Software platforms (PaaS), and which provide investment data and insight delivery, marketing/sales enablement tools, and web experiences. Which, if any, have you heard of or used?*
I have heard of I have used / experienced I have NOT heard of
SimCorp - Coric
Adobe Experience Cloud
Seismic
Kurtosys
Morningstar
FE Fundinfo
Factset Vermillion
Please select one click for each row above: SINGLE CLICK per row

SQ 11) To comply with data protection, would you be willing to be re-contacted in the future for this project, specifically?*
- 1) Yes
- 2) No
Please select one of the above: SINGLE CODE

SQ 12) Thank-you for the time you have taken to answer these screening questions – would you be willing to take part in a 60 minutes in depth Zoom interview?*
- 1) Yes
- 2) No
Please select one of the above: SINGLE CODE
Thank-you for the time you have taken to screen for this discussion – I will contact you about different online / telephone projects in the future, if this is of interest to you?

Thank-you - I would be grateful if you could confirm a few final details:
Name*
Phone (inc international dialling code)*
Email*
Job Title*
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Earliest Date and Time*
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Next Date and Time (if available)
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