Trading Survey Client Questionnaire 2016

ABOUT YOUR COMPANY

1. Name of the company: *

2. Please state the primary or head office location of your company: *

3. Please describe the industry and specialization of your company: *

4. What is the geographical coverage you operate in? *

5. Please choose your provider from the list: *

6. Please name the product you would like to rate in the survey: *

7. What portion of your annual IT budget do you spend with this provider? *

Please rate the performance of your service provider(s) in each of the categories below using the following scoring scale:

7 – Excellent (Exceeds most normal expectations)

6 – Very Good (Exceeds some reasonable expectations)

5 – Good (Consistently meets expectations)

4 – Satisfactory (Adequate, but undistinguished)

3 – Weak (Sometimes fails to meet expectations)

2 – Very Weak (consistently fails to meet expectations)

1 – Unacceptable

N/A – Not Applicable (Service not purchased)

PLATFORM and WORKFLOW

8. How long have you used this solution? *

9. Set up and installation experience: *

10. Order/Execution management, order routing capabilities (if applicable): *

11. How do you evaluate security and compliance level: *

12. What kind of improvements and changes would you like to suggest for platform and workflow of the product? *

CONNECTIVITY, HOSTING and INTEGRATION

13. Hosting, SaaS, Cloud capabilities of the provider: *

14. Controls, Compliance, Audit Trail and Risk Management: *

15. Market & Reference Data capabilities (feeds, etc.): *

16. Mobile integration: *

17. What kind of improvements and changes would you like to suggest for conenctivity, hosting and integration model of the product? *

SUPPORT SERVICES and PRICING

18. Please rate ease of use and User Interface (UI) of the product: *

19. Please rate your experience with Support Options: *

20. Please rate responsiveness and knowledge of support personnel: *

21. Please rate the pricing/cost for this solution: *

22. What kind of improvements and changes would you like to suggest for support and pricing model of the product? *

23. What is your overall impression about the product? *

Leave this field blank

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