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$250 Compensated Research with Business Professionals
Pre-screener to be considered
*
1.
Please provide us your contact information
(Required.)
Name
Company
LinkedIn Profile (For verification purposes only):
Please provide the URL in link format.
City/Town
State/Province
Country
Email Address
Phone Number
*
2.
How frequently do your work tasks involve accessing your company’s financial data?
(Required.)
Daily
Weekly
Monthly
1-6 months
6-12 months
1-2 years
2+ years
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3.
When was the last time you logged into a treasury management banking portal on a computer or laptop as part of your work?
(Required.)
In the past week
In the past month
1-6 months
6-12 months
1-2 years
2+ years
*
4.
What is your job title
(Required.)
CEO
CFO
Senior Vice President
Vice President
VP of Finance Operations
Controller
Treasury Manager
Treasurer
Director of Treasury Operations
Director of Accounting
Director of Cash Management
Cash Manager
Payroll Admin
Accountant
System Administrator
Treasury Analyst
Accounting Manager
Bank Supervisor
Credit & Collections Manager
FX Manager
Senior Treasury Analyst
Other (please specify)
*
5.
What is your current employment status?
(Required.)
Full-time
Part-time
Retired
Stay at home parent
Unemployed
*
6.
Does your company use any of the following bank’s products for your Treasury Service
(Required.)
Wells Fargo
Bank of America
U.S. Bank
J.P Morgan Chase
Citibank
BB&T
Capital One
Ally
SunTrust
USAA
Fifth Third
PNC
Citizen’s Bank
Bank of New York Mellon
Other (please specify)
None of the above
*
7.
What treasury management banking platforms do you use for your work?
(Required.)
*
8.
What type of industry are you in?
(Required.)
Commercial Real Estate
Utilities
Healthcare
Food & Beverage
Retail
Financial Services
Insurance
Non-Profit & Higher Education
Broker Dealer
Local Government
Federal Government
Automotive & Transportation
Media and Telecom
Technology
Energy
Other (please specify)
*
9.
What is the name of your company?
(Required.)
*
10.
What is the size of your company?
(Required.)
Less than $25,000,000
$25,000,000 – $50,000,000
$50,000,000 – $500,000,00
Greater than $500,000,000
*
11.
Which browser(s) do you use on your desktop or laptop?
(Required.)
Chrome
Firefox
Microsoft Edge
Safari
Don’t use the Internet on desktop/laptop
Other (please specify)
*
12.
What type of device can you do the interview on? Select all that apply.
(Required.)
Mobile phone
Tablet
Desktop
Laptop
*
13.
Are you willing to share your screen to open a prototype link?
(Required.)
Yes
No
n/a - I do not have a screen
*
14.
Are you able to share your camera?
(Required.)
Yes
No
n/a - I do not have a camera
*
15.
How would you describe a typical workday, or a recent workday if you have no typical workdays?
(Required.)
*
16.
Which of the following (if any) have you done in your banking platform(s)?
(Required.)
Initiate domestic/international wire transfers
Manage check payments
Check Positive Pay
Approve wire transfers
Run reports about your organization’s accounts
Schedule reports to run automatically
Manage DDA accounts
Manage loan accounts
Manage investment accounts
Initiate transfers between two of your organization’s bank accounts.
Approve transfers between two of your organization’s bank accounts.
System administration
ACH Origination
ACH Positive Pay
Initiate Real-Time Payments
Approve Real-Time Payments
None of the above
