$250 Compensated Research with Business Professionals Pre-screener to be considered Question Title * 1. Please provide us your contact information Name Company LinkedIn Profile (For verification purposes only): Please provide the URL in link format. City/Town State/Province Country Email Address Phone Number Question Title * 2. How frequently do your work tasks involve accessing your company’s financial data? Daily Weekly Monthly 1-6 months 6-12 months 1-2 years 2+ years Question Title * 3. When was the last time you logged into a treasury management banking portal on a computer or laptop as part of your work? In the past week In the past month 1-6 months 6-12 months 1-2 years 2+ years Question Title * 4. What is your job title 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) Question Title * 5. What is your current employment status? Full-time Part-time Retired Stay at home parent Unemployed Question Title * 6. Does your company use any of the following bank’s products for your Treasury Service 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 Question Title * 7. What treasury management banking platforms do you use for your work? Question Title * 8. What type of industry are you in? 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) Question Title * 9. What is the name of your company? Question Title * 10. What is the size of your company? Less than $25,000,000 $25,000,000 – $50,000,000 $50,000,000 – $500,000,00 Greater than $500,000,000 Question Title * 11. Which browser(s) do you use on your desktop or laptop? Chrome Firefox Microsoft Edge Safari Don’t use the Internet on desktop/laptop Other (please specify) Question Title * 12. What type of device can you do the interview on? Select all that apply. Mobile phone Tablet Desktop Laptop Question Title * 13. Are you willing to share your screen to open a prototype link? Yes No n/a - I do not have a screen Question Title * 14. Are you able to share your camera? Yes No n/a - I do not have a camera Question Title * 15. How would you describe a typical workday, or a recent workday if you have no typical workdays? Question Title * 16. Which of the following (if any) have you done in your banking platform(s)? 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 Next