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1. What is your company name ?

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2. What is your roll in the company (ie: job title) ?

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3. Can you please supply us with your email address and telephone number below

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4. What challenges are you experiencing as a result of current market and economic conditions?

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5. What are the pain points and limitations that you have with your current systems and processes?

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6. Do you currently have legacy systems in place that require upgrading or replacing?

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7. Do you have any technology projects that have been approved and budgeted for to solve these challenges?

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8. Where do you envisage spending your IT budget over the next 12-18 months?

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9. What do you see as the key challenges with adopting new solutions from third parties?

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10. Which third-party portfolio and risk management systems are you currently using at your firm?

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