Banking Survey 2012 Question Title * 1. Which of the following dollar ranges represents the annual revenue of your entire bank? Less than $499.9 million $500 million to $999.9 million $1 billion to $4.9 billion $5 billion or more Decline to disclose/ Do not know Question Title * 2. What best describes your job title? Vice President, IT, or Infrastructure IT/IS Staff Director/Manager, Other IT CIO Director/Manager, IT or Infrastructure Consultant Line-of-Business Management CEO/President, CTO, Other Question Title * 3. What are your bank’s focus markets? (multiple responses permitted) Retail Private Wealth Commercial Banking Trust/Investment Banking Corporate/Institutional Other Question Title * 4. Is your bank’s technology ahead or behind where you would like it to be? Far behind Slightly behind On target Slightly ahead Far ahead Question Title * 5. What long-term technology decisions does your bank face? (multiple responses permitted) Controlling costs Protecting customers personal information Keeping IT systems available with minimal disruption Evaluating and integrating new technologies Cloud technology Retail payments systems Advanced core technology Protecting the bank information assets Question Title * 6. What are your technology concerns? (multiple responses permitted) Compliance Data security IT Technology infrastructure Business continuity and recovery Fraud detection and recovery Digital identity Social media integration Multinational currency capabilities Best of breed on line access Systems conversion Competitive capabilities Asset liability management Existing technology limiting product deployment Closed technology Digital signature Compliance integration Question Title * 7. Do you perceive your competitors to be ahead of you in customer banking technology? Our competitors are ahead of us We are on par with our competitors We are ahead of our competitors Question Title * 8. Do you perceive your competitors to be ahead of you in internal technology? Our competitors are ahead of us We are on par with our competitors We are ahead of our competitors Question Title * 9. Do you have a build or buy technology culture? Build (internally develop solutions) Buy (buy off the shelf solutions and integrate) Question Title * 10. How do you enhance your existing banking platform? Customize the core platform Adapt off the shelf packaged applications Utilize SaaS or Cloud solutions Outsource new functionality Question Title * 11. Has your bank’s IT budget increased or decreased for 2013? Decrease Remain the same Increase Do not know Question Title * 12. What were the top two (2) areas of IT investment for your bank in 2012? Core systems Regulatory compliance/Risk management Mobile banking Payments Customer experience/Channel optimization Data management System conversion Internal efficiency system IT infrastructure Other (please specify) Question Title * 13. Do you believe that your available products and near term product road-map allow you to be competitive in your strategic markets? Yes, our products are industry leading and our customers want them Somewhat yes, our products are serviceable and our customers don’t complain Somewhat no Definitely no, we are losing customers because our products are not meeting client demand Question Title * 14. Identify the top challenge impacting your bank’s product development (or product development organization): Limited budgets/resources Compliance related projects Workforce skills shortage in key competitive areas Lack of organizational/management support Internal bureaucracy Question Title * 15. What drives your product development priorities? Meet customer demands Stem customer attrition Competitive pressure Increased a new revenue source Increased efficiency in productivity Question Title * 16. How would you relate your product development in response to customer needs? Far behind customer needs Slightly behind customer needs On target Slightly ahead of customer needs Far ahead of customer needs Question Title * 17. Enter your information below to be entered to win an iPad mini. Name: Email Address: Phone Number: Done
