EXIT Moody's Survey - Digitization in Investment Banking Question Title * 1. Which of the following best describes your firm? Global Bulge Bracket investment bank Regional mid-market Investment bank / advisory firm Boutique advisory firm Other (please specify) Next Question Title * 2. Which of the following best describes your role in the firm? Chief Operating Officer Managing Director / Partner Director / VP Associate / Analyst Other (please specify) Next Question Title * 3. Which team are you a part of? M&A Sector Coverage Capital Markets Other (please specify) Next Question Title * 4. Does your organization have a centralized digitization strategy in place? Yes, a formal centralized digitization strategy is in place Do not have a formal digitization strategy, but working on building one Do not have a formal digitization strategy, but using limited tech tools and solutions for different processes Do not know Next Question Title * 5. How important are the following factors to drive your organization's business transformation and growth agenda (Very important; Somewhat important; Not important; Not important at all) Very important Somewhat important Not important Not important at all Invest in technology Invest in technology Very important Invest in technology Somewhat important Invest in technology Not important Invest in technology Not important at all Focus on process efficiencies Focus on process efficiencies Very important Focus on process efficiencies Somewhat important Focus on process efficiencies Not important Focus on process efficiencies Not important at all Focus on human capital that can grow the business Focus on human capital that can grow the business Very important Focus on human capital that can grow the business Somewhat important Focus on human capital that can grow the business Not important Focus on human capital that can grow the business Not important at all Reduce costs Reduce costs Very important Reduce costs Somewhat important Reduce costs Not important Reduce costs Not important at all Next Question Title * 6. Have you started implementing technology / digitization for core IB tasks? Already using tech tools and solutions Planning to implement in next one year Not in pipeline, however, may implement in future No plans to implement any tech solutions Next Question Title * 7. In your view, what are the key benefits / factors that are driving the adoption of technology in IB? Please choose all applicable options Increased productivity Cost savings Drive revenues Value add to clients / Enhanced customer experience Increased compliance/ security Competitive advantage Other (please specify) Next Question Title * 8. In your view, which are the disruptive technologies that can have major impact on IB landscape? Please choose all applicable options Big Data & Analytics Artificial Intelligence/ Machine Learning Blockchain / Distributed Ledger Internet of Things Basic automation (Excel VBA, macros, etc.) Other (please specify) Next Question Title * 9. Which categories of tools is your organization utilizing the most in IB processes? Please choose all applicable options Process Automation Predictive Solutions Cloud Data Repository Not Applicable Other (please specify) Next Question Title * 10. Which mode of procurement of technology does your organization prefer? In-house development Buy off the shelf available tools Partner with tech experts to build customized tools externally Not using any tech tools Don’t know Next Question Title * 11. In your view, which are the areas in IB where digitization has benefitted the most / has been successful so far? Please choose all applicable options Data Gathering Data Management/ Repository Data Analysis Visualization/ Presentation Idea Generation/ M&A Prediction/ Predictive Analytics Fund Raising Portfolio Management Compliance & Risk Management Next Question Title * 12. What are the levels of productivity gains / cost efficiencies your organization has achieved with the use of technology solutions in IB? 0% 10% to 30% 30% to 50% More than 50% Completely transformed the IB workflow Next Question Title * 13. In your view, what percentage of your team’s current workload can be automated in the next two to three years? 0% 10% to 30% 30% to 50% More than 50% Next Question Title * 14. In your view, what are the key areas of reluctance in implementation of technology in IB? Please choose all applicable options Budget constraints Reluctance to adapt to change Lack of skillset and training Fear of job-loss None of the above Other (please specify) Next Question Title * 15. In your view, what drives the successful implementation of technology? Please choose all applicable options Relevant technology solutions / capability Training Successful change management Cultural transformation All of the above Other (please specify) Next Question Title * 16. 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