Affordably Source Financial Services Software Experts and Industry Participants for Market Research, Diligence and Projects

Submit an anonymous Project Description -- Start receiving responses within a few hours

Have a need? Explain it here

Zintro does not display, sell or trade e-mail addresses

An eye iconForgot password?
Submit Project

By clicking Submit Project you agree to our TermsVIEW

or Request Pricing Information

How Zintro Works

  1. 1. Provide a clear description of your needs and your expectations of an expert, consultant or job candidate and Zintro will match it with the most relevant professionals in our platform.
  2. 2. Within a day or two typically 6 - 12 Experts, who have opted-in, will contact you with a brief explanation of their qualifications and how they can help.
  3. 3. You can communicate back and forth, qualify each other, connect and pay fees to Experts through Zintro.
  4. Zintro is free, anonymous and without obligation.

Loved by Thousands

Loved by thousands logos

Need Help?A phone icon1-877-236-7016

Recent Financial Services Software Inquiries

Area Icon

Software Asset Management Market

We are a us based investment firm that is currently researching the software asset management space in the us. Think some of the main players like snow software, service now, and flexera. We have a few different profiles of professionals that we would like to speak with: a) buyers of software asset management software that have used or evaluated 1 or multiple of the companies listed (please include which in the last 5 years) b) industry experts of the software asset management space c) former employees of software asset management companies please include a couple lines on your experience pertaining to where you fit in the above spec. Thank you.

  1. Profile Picture

    William |Chief Technology Officer / Chief Informa

    I have been CIO and CTO for companies where we have ***** implemented software asset managem...

    22 Minutes Later
  2. Profile Picture

    Thomas |Sr. Director of Marketing, Partner Inte

    I have over 9 years of experience in, or directly *****, asset management software and related ...

    2.1 Hours Later
  3. Profile Picture

    Derrick |Key Account Manager

    Can you share more details on the project, thanks. ...

    16.7 Hours Later
+17 Other Responses
Area Icon

Enterprise Energy And Asset Management Software

Enterprise energy and asset management software industry description/need: we are a market research firm. We are conducting deep market research on enterprise energy and asset management software industry. We would like to understand market overview (primary industry percentage split between secondary industries, or global market split into regional) and competition (major players, market share) we are looking out for experts from north america, preferably us this would be for a 1-hour paid phone consult. Please respond with a few brief statements about your background on this space with your short answers to the questions below: 1. Are you able to share an overview of the global software market? Can you share insights on the following: a. The share of the global enterprise energy and asset management software market in the total software market b. How much the north american enterprise energy and asset management software accounts for c. How the market is expected to grow in five years and what the drivers would be 2. Are you able to comment on the competition (i.E. If the market is fragmented or consolidated)? Will you be able to discuss who the major players are and on what parameters they compete on? 3. Would you be able to share how you evaluate the companies such as powerhouse dynamics with regard to technical maturity and scope for innovation potential? 3. Can you discuss how much and what the areas are of the recurring revenue for the key players?

  1. Profile Picture

    Jim |EAM Consulting Manager

    I have 35 years in the Enterprise Asset Management software industry, feel free to email me at jnels...

    1 Hour Later
  2. Profile Picture

    Tim |Managing Principal

    I am not qualified for this assignment....

    1.3 Hours Later
  3. Profile Picture

    Chris |Managing Director

    I am interested. I lead a global team of 200+ Asset Managers who deliver Software and Hardware Asset...

    3.1 Hours Later
+17 Other Responses
Area Icon

Fatca Compliance Software In The Us

We are looking to understand efficient adoption of fatca compliance software for a financial institution which is based in the us. The utility of the software is expected to be for basic identification, classification and reporting of approximately 6000 customers per year who doesn’t have a us tax id or ssn. 1. What are the pricing models like subscription-based, per customer based etc. That are used by the financial institutes to procure off-the-shelf fatca compliance software/tool? 2. What would be approximate average pricing for off-the-shelf fatca software/tools? (considering data processing of approximately 6000 customers per year) 3. How would the pricing differ in case of customization in software/tools as per the organization’s requirement? What are the important factors that would impact pricing and at what scale would the pricing differ, if the software/tool needs some customization? 4. What are the engagement best practices: do the organizations pay for licenses on an on-going basis, yearly or on a multi-year basis? Thanks,

  1. Profile Picture

    Gina |EEI Chair

    Client Project Profile Abstract: Financial institution: US Based - INDUSTRY: FinTech/Finance/Bankin...

    3.7 Days Later
  2. Profile Picture

    DAVE |VP Sales and Partnerships

    I regret that I am not that familiar with FATCA, sorryl ...

    6.3 Days Later
  3. Profile Picture

    Erik |Zintro Expert

    I regret that I am not familiar with FATCA, sorry....

    14.8 Days Later
+4 Other Responses
Area Icon

Business Management Software

Our client would like to speak with multiple decision-makers in accounting, finance, or hr who are involved in business management software purchases/decisions in their company to identify preliminary customer segments within their account universe. They are aiming to better understand the different business functions and operational needs within their company. This is a 1-hour paid phone consultation. If open to participating, please provide a brief answer to the screener below: 1. How many business functions (e.G. Accounting, it, sales, r&d, etc.) does your company run in-house? 2. How many business functions (e.G. Accounting, it, sales, r&d, etc.) does your company outsource? 3. For how many new company needs (e.G. Financial management, crm, inventory management, etc.) does your company expect to need business management software over the next 2 years? 4. How many roles are involved in your company’s decision-making process? 5. How many operational needs (e.G. Billing/invoicing, e-signature, hr, etc.) does your company currently have? Please note that we are only interested in your personal point of view and are not seeking confidential information. Referrals are highly appreciated

  1. Profile Picture

    Henry |Sr. Advisor - Cloud Architecture

    As you requested: 1. How many business functions (e.g. accounting, IT, sales, R&D, etc.) does your c...

    13.3 Hours Later
  2. Profile Picture

    Manasa |OWNER-FOUNDER

    Hi, I can help with your query. Here are my answers: 1. How many business functions (e.g. accounting...

    13.4 Hours Later
  3. Profile Picture

    Richard |Architect - Cloud, Enterprise, Delivery

    Sorry not able to help on this - not my expertise...

    13.8 Hours Later
+26 Other Responses
Area Icon

Software Asset Management Market

Looking for an expert with subject knowledge of software asset management with respect to below queries, 1. What is the market share of software asset management in north america, latin america, apac and europe and middle east? 2. Why particular region is contributing highest revenue for sam? 3. Which are the industries contributing maximum revenue in sam? 4. What are the pricing model and pricing for sam?

  1. Profile Picture

    Polina |Oversight & Monitoring Lead, Health Care

    I can speak to SAM in North America, covering revenue and pricing model, as it ***** how I mana...

    4 Hours Later
  2. Profile Picture

    Shaun |Vice President

    Hi One of my team can help as they have just finished a project in this area. Please share full scop...

    9.5 Hours Later
  3. Profile Picture

    Anand |Managing Partner

    Can help in the same...

    16 Hours Later
+8 Other Responses
Area Icon

Wealth Management Software

We are a prominent nyc-based expert network and an authorized zintro partner. Our client has a need to to conduct phone consults with multiple experts who are familiar with the wealth management software technologies in canada and the us. All candidates should have knowledge of this industry and the competitive dynamics at play. Please list all softwares you have worked with. This project has a budget.

  1. Profile Picture

    Dominic |Zintro Expert

    I am happy to consult, I ran Morgan Stanley And Smith Barney Wealth Management Advisory business int...

    30 Minutes Later
  2. Profile Picture

    Shaun |Vice President

    Hi One of my team has worked on a similar project with temenos, bsb, iruss, etc. Please advise full ...

    1.4 Hours Later
  3. Profile Picture

    Stephan |Financial Advisor

    I have been is financial advisor for 16 years. I manage investments for my clients.. I use Morningst...

    2.7 Hours Later
+6 Other Responses
Area Icon

Maintenance Management & Enterprise Asset Management Software

We are looking for information on cmms/eam software used by convenience stores such as circle k, 7 eleven, casey's general stores, etc. Hypermarkets such as walmart, kroger, etc. And petroleum manufacturers/retailers such as shell, chevron, etc in north american market. We are looking to connect with relevant personnel either from the above-mentioned brands or fm vendors of these brands or from the cmms providers. Below is the scope of information required: 1. Which cmms/ eam software is majorly used by the convenience store or fuel retail industry 2. Major reasons for using the particular cmms vendor and benefits. Request the relevant people to kindly connect.

  1. Profile Picture

    James |Zintro Expert

    Not aware of which packages are used in which type of retail outlet (or even if they bother). The sm...

    8.4 Hours Later
  2. Profile Picture

    David |Director

    I am not sure I am qualified for this but my cv is below: ...

    8.9 Hours Later
  3. Profile Picture

    Scott |EHS Coordinator

    Interested....

    9.1 Hours Later
+10 Other Responses
Area Icon

Banking Software Providers

We’re looking for insights from directors in the banking industry who are highly-knowledgeable regarding the software providers used for the platforms of their company’s contact center. We’re looking to speak with experts whose job functions include: customer service/support, client experience/relationship management, information technology, and operations. This is a paid 60-min online focus group discussion for $300. Kindly respond with a brief answer as to your relevance in the space below: can you briefly discuss your job function in relation to the software provider you use for your company’s contact center? **please note that we are only interested in your personal point of view and are not seeking confidential information. ***referrals are highly appreciated.

  1. Profile Picture

    Kalyan |Senior Software Engineer

    Hi I have 20 years experience in software industry. I am interested to attaend the call. Regards Kal...

    9.2 Hours Later
  2. Profile Picture

    Ankit |Director

    This is my expertise area having more than 20 years experience in this space. I know ins and outs of...

    10.7 Hours Later
  3. Profile Picture

    Edward |Vice President of Loyalty IT Operations

    "I would be interested in ***** you feel I’m a good fit for your study as an SME. I’m th...

    1.7 Days Later
+10 Other Responses
Area Icon

Asset Management Software

We are looking for an expert in public asset management software. This person should be familiar with the different vendors that provide data collection, storage, and reporting for environmental or utility assets or sampling. This could include the waste water sampling, oil sampling, waste sampling, stormwater, telecom, public lands, and/or natural gas end markets. Best, paul

  1. Profile Picture

    Pavan |Maximo Functional Consultant

    I have experience with Asset Management *****. Thanks, Pavan...

    2.3 Hours Later
  2. Profile Picture

    Gaetano |Consultant

    This kind of solution is strictly ***** a series of rules that are quite different country by c...

    6.6 Hours Later
  3. Profile Picture

    Amar |Consultant

    Dear Sir/ Madam, Thanks a lot for your mail, kindly contact me or provide your contact number for f...

    6.6 Hours Later
+33 Other Responses
Area Icon

Asset Management Software

We need experts for latin american market research study on asset management software for hedge funds such as: advent software · dst international · eagle investment systems · fiserv · indata · linedata services · morningstar · simcorp · ss&c portia · sungard (only experts from uk and usa please)

  1. Profile Picture

    Mangesh |Strategy & Design Engineering

    Hi BusiS2Xy78, What software you are exactly working on ? Advent Software · DST ***** · E...

    4.3 Hours Later
  2. Profile Picture

    Jyotirmoy |Director

    we never compromise our quality...

    12.8 Days Later
+3 Other Responses
Area Icon

Personal Finance Software

We are an authorized zintro partner interested in connecting with consumers that use personal finance software. If you have used any of the following softwares or iphone applications, please respond with your contact information. Igg software (ibank) intuit (quicken or mint) infinite kind (moneydance) you need a budget yodlee (yodlee personal financial management) mechcad software (acemoney personal finance software) thanks you.

  1. Profile Picture

    Coralie |Managing Officer Partner

    Coralie Faucheux Managing Partnet Faucheux & *****. *****...

    1.9 Days Later
  2. Profile Picture

    New |

    I have a client that we use Intuit Software for.. however it is Quick-Books not Quicken....

    2 Days Later
  3. Profile Picture

    Henry |Business Analyst/Project Manager/Technol

    I don't have the necessary experience....

    2.1 Days Later
+4 Other Responses
Area Icon

It Financial Management Software

We are a private equity firm conducting research on it financial management (itfm) software. We are seeking experienced users of, or industry experts in, itfm software or tbm practices, including apptio, servicenow or digital fuel, for a 30-45 minute interviews on their experience with itfm and the software. Depending on the nature of your experience and availability, we may wish to create a project with a broader scope.

  1. Profile Picture

    Burton |Retired Psychologist

    I work closely with persons whose capability is advanced with experience that ***** 45 years in...

    8.8 Hours Later
  2. Profile Picture

    Erick |Associate Director

    Dear IT specialist, Interview could take place on Tuesday or Thursday 12:00 pm, Panama time. Best ...

    2 Days Later
  3. Profile Picture

    Gerry |Senior Vice President

    I am familiar with these and have done several surrounding ITFM, with the clients expressing conside...

    4.1 Days Later
+28 Other Responses
See More Inquiries

Top Financial Services Software Experts

See More Experts
Share
LinkedInTwitterFacebookGoogle+