Next Gen of Client Reporting survey is to understand asset managers, asset servicers, wealth management professionals and broker/dealers reporting pain-points and needs. This survey would gauge attractiveness of a solution that leverages their CRM systems, data sourced from their custodians, fund accountants and other internal and external systems to create management information, customer, risk management, regulatory and other types of necessary reporting. This would also access drivers and impeders of reporting capability where the aggregation and reporting of data is cloud based.

The questionnaire has been framed for COO, CCO, CFO, board members and senior managers in sales, marketing, distribution, client service, product management, legal & compliance, operations, and technology.

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Responses are strictly confidential. FSOkx will not transfer, share, or exchange information with third-party organizations. Email addresses are only used to send the Executive Summary or contact you for further verification. We do not store survey information and disable any temporary links between your identity and your answers once the survey is completed.

Thank you for your time.

Note: Please respond to all questions.

Survey Questionnaire
Respondent Demographic Questions
Which is your company’s primary industry? (Select one)
  • Institutional Investor/ Asset Owner
  • Asset Manager

  • Asset Servicer
  • Other, please specify     
What is the total AUM/AUC/AUA of your company ? (Select one)

What is the full time employee strength of your company ? (Select one)

What is your title ?(Select one)
Which of the following best describes your functional role in the organization? (Select one)

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