Views about Financial Services

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) Could I start by asking how many employees work at your organisation in all locations (globally)?*

a) 1-9

b) 10-49

c) 50-199

d) 200-499

e) 500-999

f) 1,000-4999

g) 5,000-9,999

h) 10,000+

Please select one option: SINGLE CODE

SQ 3) Which part of the financial services industry do you work in?*

a) Retail Banking

b) Commercial Banking

c) Wealth Management 

d) Property and Casualty Insurance

e) Life and Annuity Insurance

f) Reinsurance 

g) Other

Please select one option: SINGLE CODE

Please advise below*

SQ 4) In which country do you currently reside?*

a) United States

b) Canada

c) United Kingdom

d) Australia

e) Other

Please select one option: SINGLE CODE

Please advise below*

SQ 5) What is your level of seniority within your organisation?*

a) Individual contributor

b) Manager

c) Director

d) VP

e) CXO

Please select one option: SINGLE CODE

SQ 6) And what is your job title?*

Please advise above

SQ 7) Thanks, could you also confirm that you are fluent in English and happy to conduct an interview in English for this research?*

a) Yes, completely fluent in English.

b) Yes, I am reasonably fluent in English.

c) No, I would need to be interviewed in a different language.

Please select one option: SINGLE CODE

Please describe language below*

SQ 8a) Thank you for the time you have taken to answer these screening questions - we will be interviewing during w/c 26th June & w/c 3rd July - could you advise of two or three suitable interview times, so that we can speak for up to 50 - 60 minutes when it’s mutually convenient*

Earliest Date and Time*

Next Date and Time (if available)

SQ 8b) Thank-you - I would be grateful if you could confirm a few final details:

Name*

Job Title*

Company name*

Phone (inc international dialling code)*

Email*

LinkedIn profile link

Online screening questionnaire – Views about Financial Services