Unlocking the Potential of Banking and Asset Management

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WHAT IS IT ABOUT?

This questionnaire will provide insight into banking, asset management, investments, portfolios, evaluations, and analysis to understand how each can help your corporate business grow.

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Theme:
Available in: English, Dutch, French, German, Spanish
  • The risk management department that needs to convince C-suite managers about the opportunity of making investments.
  • The strategy team who is interested in helping their client with portfolio diversification for long-term investments.
  • The financial analysts who need to understand how evaluation and analysis affect corporate decisions.
  • The IT team responsible for guarantees of safe banking and asset management systems.
  • The product development team seeking innovative ideas on other investments and portfolios.
Banking Services
Understanding bank services

Asset Management
Evaluating asset control

Investments
Identifying potential investments

Portfolios
Maximizing portfolio performance

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. How do you ensure safety and security?
  1. We have minimal safeguards in place
  2. We have proactive risk management strategies for preventing data breaches
  3. We employ autonomous solutions for monitoring threat detection

Q. What measures do you take to assess risk?
  1. We do not assess risk.
  2. We monitor markets and current performance of investments.
  3. We use Monte Carlo simulation and ROI projections.
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
infosysend-user-empowerment.pdf
oliverwymanSupply-chain-risk-in-the-digital-age.pdf
glgGLG_Challenge_of_DecisionMaking_ebook.pdf
kpmg2019-Nigeria-CEO-Outlook.pdf
oliverwymanNYC-MKT9202-001MRO-Survey-2016_web.pdf
mckinseyhigher_satisfaction_at_lower_costs_digitizing_customer_care.pdf
novantasBuilding-the-Sales-Justified-Branch-Network-web.pdf
mckinseywhen-will-the-covid-19-pandemic-end-final.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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