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Tell us about your role
Name*
Seniority
Tell us about your organization
Company Name
Industry
Assets Under Management
Listed in billions

Back1_Which system are you currently using in your Back Office?
Back1_When did you purchase the system?
Back1_In which domain areas do you use the system?
Back1_How often do you upgrade the system?
Back1_What is the renewal date?
Back1_Do You have a second Back Office Product?

YesNo

Back2_Which other system are you using in your Back Office?
Back2_When did you purchase the system?
Back2_In which domain areas do you use the system?
Back2_How often do you upgrade the system?
Back2_What is the renewal date?
Back2_Do You have a third Back Office Product?

YesNo

Back3_Which other system are you currently using in your Back Office?
Back3_When did you purchase the system?
Back3_In which domain areas do you use the system?
Back3_How often do you upgrade the system?
Back3_What is the renewal date?
Back3_Do You have a fourth Back Office Product?

YesNo

Back4_Which other system are you currently using in your Back Office?
Back4_When did you purchase the system?
Back4_In which domain areas do you use the system?
Back4_How often do you upgrade the system?
Back4_What is the renewal date?
Back4_Do You have a fifth Back Office Product?

YesNo

Back5_Which other system are you using in your Back Office?
Back5_When did you purchase the system?
Back5_In which domain areas do you use the system?
Back5_How often do you upgrade the system?
Back5_What is the renewal date?
Back5_Do You have a sixth Back Office Product?

YesNo

Back6_Which other system are you currently using in your Back Office?
Back6_When did you purchase the system?
Back6_In which domain areas do you use the system?
Back6_How often do you upgrade the system?
Back6_What is the renewal date?
Back6_Do You have a seventh Back Office Product?

YesNo

Back7_Which other system are you currently using in your Back Office?
Back7_When did you purchase the system?
Back7_In which domain areas do you use the system?
Back7_How often do you upgrade the system?
Back7_What is the renewal date?
Back7_Do You have an eighth Back Office Product?

YesNo

Back8_Which other system are you currently using in your Back Office?
Back8_When did you purchase the system?
IBack8_n which domain areas do you use the system?
Back8_How often do you upgrade the system?
Back8_What is the renewal date?
Back8_Do You have a ninth Back Office Product?

YesNo

Back9_Which other system are you currently using in your Back Office?
Back9_When did you purchase the system?
Back9_In which domain areas do you use the system?
Back9_How often do you upgrade the system?
Back9_What is the renewal date?
Back9_Do You have a tenth Back Office Product?

YesNo

Back10_Which other system are you currently using in your Back Office?
Back10_When did you purchase the system?
Back10_In which domain areas do you use the system?
Back10_How often do you upgrade the system?
Back10_What is the renewal date?

Do you have a Middle Office Procuct?

YesNo

Middle1_Which system are you currently using in your Middle Office?
Middle1_When did you purchase the system?
Middle1_In which domain areas do you use the system?
Middle1_How often do you upgrade the system?
Middle1_What is the renewal date?
Middle1_Do You have a second Middle Office Product?

YesNo

Middle2_Which other system are you currently using in your Middle Office?
Middle2_When did you purchase the system?
Middle2_In which domain areas do you use the system?
Middle2_How often do you upgrade the system?
Middle2_What is the renewal date?
Middle2_Do You have a third Middle Office Product?

YesNo

Middle3_Which other system are you currently using in your Middle Office?
Middle3_When did you purchase the system?
Middle3_In which domain areas do you use the system?
Middle3_How often do you upgrade the system?
Middle3_What is the renewal date?
Middle3_Do You have an fourth Middle Office Product?

YesNo

Middle4_Which other system are you currently using in your Middle Office?
Middle4_When did you purchase the system?
Middle4_In which domain areas do you use the system?
Middle4_How often do you upgrade the system?
Middle4_What is the renewal date?
Middle4_Do You have an fifth Middle Office Product?

YesNo

Middle5_Which other system are you currently using in your Middle Office?
Middle5_When did you purchase the system?
Middle5_In which domain areas do you use the system?
Middle5_How often do you upgrade the system?
Middle5_What is the renewal date?
Middle5_Do You have an sixth Middle Office Product?

YesNo

Middle6_Which other system are you currently using in your Middle Office?
Middle6_When did you purchase the system?
Middle6_In which domain areas do you use the system?
Middle6_How often do you upgrade the system?
Middle6_What is the renewal date?
Middle6_Do You have an seventh Middle Office Product?

YesNo

Middle7_Which other system are you currently using in your Middle Office?
Middle7_When did you purchase the system?
Middle7_In which domain areas do you use the system?
Middle7_How often do you upgrade the system?
Middle7_What is the renewal date?
Middle7_Do You have an eight Middle Office Product?

YesNo

Middle8_Which other system are you currently using in your Middle Office?
Middle8_When did you purchase the system?
Middle8_In which domain areas do you use the system?
Middle8_How often do you upgrade the system?
Middle8_What is the renewal date?
Middle8_Do You have a ninth Middle Office Product?

YesNo

Middle9_Which other system are you currently using in your Middle Office?
Middle9_When did you purchase the system?
Middle9_In which domain areas do you use the system?
Middle9_How often do you upgrade the system?
Middle9_What is the renewal date?
Middle9_Do You have an tenth Middle Office Product?

YesNo

Middle10_Which other system are you currently using in your Middle Office?
Middle10_When did you purchase the system?
Middle10_In which domain areas do you use the system?
Middle10_How often do you upgrade the system?
Middle10_What is the renewal date?

Do you have a Front Office Product?

YesNo

Front1_Which system are you currently using in your Front Office?
Front1_When did you purchase the system?
Front1_In which domain areas do you use the system?
Front1_How often do you upgrade the system?
Front1_What is the renewal date?
Front1_Do You have an second Front Office Product?

YesNo

Front2_Which other system are you currently using in your Front Office?
Front2_When did you purchase the system?
Front2_In which domain areas do you use the system?
Front2_How often do you upgrade the system?
Front2_What is the renewal date?
Front2_Do You have a third Front Office Product?

YesNo

Front3_Which other system are you currently using in your Front Office?
Front3_When did you purchase the system?
Front3_In which domain areas do you use the system?
Front3_How often do you upgrade the system?
Front3_What is the renewal date?
Front3_Do You have a fourth Front Office Product?

YesNo

Front4_Which other system are you currently using in your Front Office?
Front4_When did you purchase the system?
Front4_In which domain areas do you use the system?
Front4_How often do you upgrade the system?
Front4_What is the renewal date?
Front4_Do You have a fifth Front Office Product?

YesNo

Front5_Which other system are you currently using in your Front Office?
Front5_When did you purchase the system?
Front5_In which domain areas do you use the system?
Front5_How often do you upgrade the system?
Front5_What is the renewal date?
Front5_Do You have a sixth Front Office Product?

YesNo

Front6_Which other system are you currently using in your Front Office?
Front6_When did you purchase the system?
Front6_In which domain areas do you use the system?
Front6_How often do you upgrade the system?
Front6_What is the renewal date?
Front6_Do You have a seventh Front Office Product?

YesNo

Front7_Which other system are you currently using in your Front Office?
Front7_When did you purchase the system?
Front7_In which domain areas do you use the system?
Front7_How often do you upgrade the system?
Front7_What is the renewal date?
Front7_Do You have an eight Front Office Product?

YesNo

Front8_Which other system are you currently using in your Front Office?
Front8_When did you purchase the system?
Front8_In which domain areas do you use the system?
Front8_How often do you upgrade the system?
Front8_What is the renewal date?
Front8_Do You have a ninth Front Office Product?

YesNo

Front9_Which other system are you currently using in your Front Office?
Front9_When did you purchase the system?
Front9_In which domain areas do you use the system?
Front9_How often do you upgrade the system?
Front9_What is the renewal date?
Front9_Do You have a tenth Front Office Product?

YesNo

Front10_Which other system are you currently using in your Front Office?
Front10_When did you purchase the system?
Front10_In which domain areas do you use the system?
Front10_How often do you upgrade the system?
Front10_What is the renewal date?

When you invest in new technology, what is your firm’s preferred option for delivery?

Build internallyInstalled on-premiseHosted serviceDon’t know
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