Understanding Financial Strategies

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WHAT IS IT ABOUT?

Gaining insight into investments, portfolios, and wealth management through this questionnaire gives you the right tools to make the right decisions. Learn more with our special questions catered specifically to your needs.

SKU: 22179d1c-2dd8-4db4-b584-1c51b29b1463 Category: Tags: , , , , ,
Theme:
Available in: English, Dutch, French, German, Spanish
  • The Accountant looking to increase future planning solutions
  • The Manager needing to provide investment advice
  • The Executive Director interested in potential portfolio benefits
  • The CFO seeking strategies to preserve wealth
  • The Entrepreneur researching new banking opportunities
Banking
Explore financial products

Wealth Management
Strategize for long term growth

Portfolios
Maximize return on investments

Planning
Utilize current resources

As you can see, you're not asking your respondents for opinions, satisfaction or agreement. Our scientific research has shown that these are very bad fuel for algorithms. Instead, we ask for verifiable facts or -behaviour. For further reading, you can download our AMAIZE magazine dedicated to this topic or discover the scientific papers in the Resources section.

After you have downloaded this questionnaire, you can - in your Toolbox - edit, add/delete, and translate questions & answers to your liking. Clicking the "Help me PRAIORITIZE" buttons in the Toolbox activates our A.I. to help you finish your masterpiece..

Q. What types of loans and credit do you provide?
  1. We provide basic unsecured loans and lines of credit.
  2. We offer a range of secured and unsecured loan products plus lines of credit.
  3. We offer a comprehensive selection of loan and credit services tailored to our customers' needs.

Q. What is your understanding of asset allocation?
  1. We don't have any asset allocation plan
  2. We have a portfolio strategy tailored to our needs
  3. We have an optimal portfolio strategy structured around risk management
The artificial intelligence creating the questionnaires for the store has been inspired by over 11.000 whitepapers from more than 100 noted consultancy firms. Algorithms selected the 20% best papers and grouped papers from different consultancy firms into specific questionnaires. Why settle for less? Here is a summary how we did it.

If you feel you need outside support after conducting your assessment, we recommend the firms that have written the below mentioned whitepapers. Not having a paper selected does NOT mean that a firm does not give good advice.
NAMETITLE PAPER
gartner403074-2019-gartner-supply-chain-life-sciences-top-10.pdf
infosyscustomer-experience-disruption.pdf
infosysleader-advanced-digital-workplace-services2020.pdf
lekEdtrends-Mega-Deals-to-Tangible-Disruption.pdf
pwcpwc-user-interfaces-pre-and-post-assessment.pdf
pwcpwc-consumer-intelligence-series-video-content-consumption-2013.pdf
mckinseyvalue_creation_remains_a_challenge.pdf
gartner350974-customer-fulfillment-organization-design-building-the-foundation.pdf
You will download so much more than a set of questions and answers. This questionnaire contains everything for the full consultancy experience:
  • Respondent profiles for a helicopter view of your audience.
  • A maturity model with which algorithms calculate a six times smarter improvement target (compared to when you leave that to a human).
  • Improvement suggestions (per question) how to move from one answer to another
  • Suggested follow-on projects. After all, moving your organization from A to B might require more than just doing an assessment.
This English questionnaire is also available in Dutch, French, German, and Spanish.

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