Risk & Compliance Product Discovery
Our client is looking to speak to people in neobanks and midmarket banks who can comment about the data risk, compliance and governance practices for their organization’s open banking / open finance efforts.
This is a paid 1-hour phone interview. If open to participating, please consider answering the screener questions below:
1. Which of the following best describes your organization?
A. A virtual bank – meaning banking is made digitally only (online, via atm, etc)
b. A local bank with locations only in a town or state
c. A regional bank with locations only in a specific region of the us
d. A credit union or community bank
e. A top 14 financial institution in the u.S.
F. A top 15-50 financial institution in the u.S.
G. Non-bank financial institution
h. Non-bank fintech (financial technology company)+42 Other Responses
We are a startup looking to speak with a cio (or similar role) at a local commercial bank about how banks are adopting new technologies to compete with new fintech entrants.+15 Other Responses
Marketing Technology Solutions
We are looking to speak with multiple senior decision makers either using or considering using marketing technology solutions to improve end-customer experiences. Desired participants should be actively involved in initiatives to purchase/or be using marketing technology solutions in the areas of marketing automation, marketing analytics, customer data platform (cdp), experience management software, and/or crm.
**please note that we are only interested in your personal point of view and are not seeking confidential information.
***referrals are highly appreciated
this is a paid 60-minute web interview.
Kindly respond to the question below as to your relevance in this space.
are you involved in decisions regarding technologies to improve customer experiences?
+73 Other Responses
Inter-bank Clearing Platform
Inter-bank clearing platform/software price benchmark.
We are looking to benchmark prices charged for inter-bank solution used for instant payments connection to eba clearing via ebics.
Background of the requirements:
- solution to be deployed in a bank
- solution required for unix
- permanent license
- test and backup server licenses covered
- standard support required (8:00 a.M. And 6:00 p.M. On all working days.)
please respond with your email id if you will be able to help us in this area.
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Fx Payments Funding And Technology
We are looking to speak with decision-makers from the top 50 global investment banks.
We are interested in individuals who understand liquidity management at the bank, with a focus on the funding of fx payments and technology.
This is a 60-minute paid interview for $300. Kindly respond to the question below as to your relevance in this space.
1. Can you speak about the cost (actual cost plus ops cost) to maintain a nostro account? Are you knowledgeable on how and how much do you fund these accounts?
2. Are able to discuss the business workflow for the funding of fx payments and the systems your company is using?
3. can you speak about the technology to manage fx payments considered a large purchase that will require an rfp? Is saas solutions an option?+13 Other Responses
Bank Compliance Best Practices
In recent years there are more and more banks that are implementing a centralized operating model that services all bank branches, and establishing a back-office specialized unit, which deals with compliance.
We are looking to recruit interviewees from leading banks in the us & europe, and specifically from the financial institutions below, who can provide information on compliance best practices.
• keycrop (us)
• lloyds (uk)
• rbc bank or td bank (canada)
• dnb nor bank (norway)
• seb (sweden)
• hadelsbanken (sweden)
relevant positions may include: chief compliance officer, senior compliance officer, and regional compliance officer, or other management members who are involved in compliance work processes.
Some of the topics to be discuss include:
• the organizational structure of the bank’s compliance activity, with a focus on a centralized vs. Decentralized structure.
• the existing work process and detailed operating model.
• methods used by banks to overcome the indirect contact with the client in a centralized model (as opposed to a traditional system, in which the branch officer is directly linked to the customer).
• digital technologies & regtech tools used by the bank, assisting the ongoing activity of a centralized compliance system.
+13 Other Responses
Financial Services Technology Optimization
We would like to speak with professionals from the financial services industry to discuss what are the best practices to consider when designing the agent and customer experience.
This is a 1-hour paid virtual think tank. If open to participating, please provide a brief answer to the screener below:
1. Please provide a brief summary of your relevant experience in the optimization of technology in your contact center.
2. On a scale of 1-5 (1 being the lowest and 5 being the highest), rate yourself on your knowledge and comfortability in sharing your insights on each of the following questions:
a. What are the best practices around any initial and ongoing assistance/training you currently provide your contact center agents as it pertains to sales/upsells?
B. In what ways are agents currently using technology to understand customer needs and match them to available products and services?
C. What sales campaigns have been executed effectively in the contact center?
D. How do you best instrument an upsell during an inbound customer care interaction?
E. What tools have you used to break down data silos so that customer information is available where it needs to be in the moment of interaction?
Please note we are only interested in your personal point of view and are not seeking confidential information.
For every successful referral (client interviews referral) on this project, a $200 bonus is paid to the referrer.+22 Other Responses
Mortgage Technology Trends
Our firm requires multiple expert interviews to better understand the uk mortgage technology industry.
This is a 1-hour paid phone consultation.
We are only interested in your personal point of view and are not seeking any confidential information.
Referrals are welcomed, thank you.+9 Other Responses
Trade Finance & Technology Best Practices
I am writing on behalf of a consulting firm that conducts expert interviews in support of industry-wide studies for many of the world's fortune 1000 companies. We help businesses answer questions by engaging with the world’s most relevant experts. So far we have delivered over 750 studies with input from over 15,000 individuals. We are an authorized zintro partner.
For a current study, we are seeking to speak with experts who can share technology investment stories in banking around trade finance (e.G. Systems/technologies that have been deployed, lessons learned (incl. Slips, trips and falls), improvements/benefits realised). We are looking for experts with trade finance & technology experience from leading large banking organizations. We are focused on best practices from north america, europe, china, japan, korea and australia.
Please note that we are only interested in your personal point of view and expert insight and are not seeking any confidential information.
We are scheduling 60 minute discussions with experts this week and are happy to offer a flexible usd 250 for each interview. Please note that we are handling the standard zintro fee separately, hence the expert is not involved in paying this.
We would welcome any referrals to other relevant experts as well.
+18 Other Responses
Data Center Technology
We are looking to speak with multiple experts based in the us and uk who are actively involved in decisions made regarding the organization's data center.
This is a paid 1-hour web interview.
**please note that we are only interested in your expert opinion and are not seeking any confidential information. All information you provide will be handled in strictest confidentiality and will be used for research and classification purposes only.
Kindly respond to the questions below as to your relevance in this space.
1. Which of the following best describes your primary role at work?
A. You are an information technology (it) executive, manager or staff person whose primary job position is in a formalized information technology (it), information systems or mis department of your company.
B. You work outside of a formalized it department, but you perform the functions of an it staff person
c. You create software applications, build/write computer code, develop web sites or complex macros at work.
D. You are a senior finance professional, and among your responsibilities, you have significant strategic and financial decision-making authority for technology within your organization
e. None of the above apply to you, but you use a pc at work.
+478 Other Responses
3d Scanning Technology
We are the global leader in open innovation competitions with clients ranging from fortune 1000, large-scale not-for-profits, and governmental agencies. With more than a decade of experience, we have a proven track record of crowd sourcing innovation solutions from the world’s smartest people, who compete to provide ideas and solutions to important business, social, policy, scientific, and technical challenges. We are an authorized zintro partner.
Our client desires a 3-dimensional (3d) scanning technology that overcomes current limitations due to lighting, reflectivity, and especially multipath interference. The client is looking for technologies, either software, hardware or both, that can overcome or significantly improve upon existing technologies, particularly in environments where complex geometries cause multipath noise
this is a reduction-to-practice challenge that requires a written proposal and experimental proof-of-concept data (and/or sample delivery); $30,000 is on offer.
If you are interested in participating in the challenge, please reply back via zintro and i will send you the required information.+18 Other Responses
Data Center Cooling Technology
We would like to speak to multiple experts who understand both market and technical information related to cooling datacenters globally, with a particular focus on north america
experts should be able to discuss the following:
1.Challenges and unmet needs:
what are some general unmet needs and trends within the market?
How unmet are the needs within the industry? Are needs partially met by other solutions (even if technically different)
based on the info provided on this solution – could this be transformative based on the needs and other solutions? Or incremental?
2.Market size :
how much of the market do hyper-scale data centers make up?
What about small-medium sized?
trends within the space, by specific technology – which ones are emerging/growing, which are fading
how competitive is the space overall?
what are the key performance metrics for data center cooling systems?
What metrics drive the most value?
5.Installation and retrofit:
what are some industry standards around costs to install and maintain new cooling technologies into existing data centers?
What about new builds?
What is the risk and impact of liquid leakage?
What are the key concerns/challenges that keep operators up at night?
This would be for a paid 60 mins phone consultation.
To show your relevance in this space, please answer the questions below.
1.Do you have extensive experience with both the market and available technologies involved in data center cooling? Briefly discuss.
2. Are you up to date with emerging solutions that may confer competitive advantage?
**please note that we are only interested in your personal point of view and are not seeking confidential information. This is not a sales solicitation. All the information you provide us is kept strictly confidential. It is used for classification purposes only.**
+43 Other Responses