CeFPro FinTech Survey 2019

Current thinking in financial technology (FinTech) suggests that it is re-shaping and re-defining the financial services industry. Many firms view FinTech as both risk and opportunity.

Please complete this survey as part of CeFPro’s annual FinTech research program. All responses will be treated as strictly confidential and all data collated will only be published at an aggregate level.

All respondents will be entered into a raffle to win a free pass to one of our forthcoming 2019 conferences. In addition, you will be sent a free copy of the survey results and final report. Please provide your preferred email address at the end of the survey to receive this. 

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* About you

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* What do you consider to be the most important FinTech opportunities for financial services firms in 2019:

  Not important Important Very important Most significant
Digital channels
Business process automation
Mobile services
Open source software
New business models
Cloud computing
Advanced data and analytics
Artificial intelligence
Blockchain and digital currencies

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* What do you consider to be the most important FinTech investment areas for 2019:

  Not important Important Very important Most significant
Consumer lending
Regulatory & compliance (RegTech)
Security, anti-fraud
Back-office/Infrastructure
Private wealth
Capital markets
eCommerce
Payments

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* RegTech is a key sub-set of FinTech. What do you consider to be the most important RegTech investment areas for 2019:

  Not important Important Very important Most significant
IFRS, CECL
Stress Testing
FRTB
Basel II, III, IV
AML, KYC
Data protection & governance
People governance/conduct
Model governance
Third party governance
Regulatory change management

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* Overall, what do you consider to be the most important benefits of FinTech for your organization:

  Not important Important Very important Most significant
Enhance customer experience
Reduce costs
Increase revenues
Enhance reputation as an agile, innovative firm
Increase responsiveness to changing demand / technology / competition

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* What do you consider to be the most important FinTech themes for the next 5 years:

  Not important Important Very important Most significant
Acquisition of new FinTechs by larger established players
Use of data and identity for revenue generation
Automation and self-service
Distributed ledgers (Blockchain)
Use of artificial intelligence
Faster, real-time payments
Technology firms (e.g. Google, Amazon, Apple) providing financial services

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* What do you consider to be the most important obstacles to successful adoption of FinTech:

  Not important Important Very important Most significant
Access to customer data
Customer trust
Cyber/data security
Regulatory barriers
Data quality
Access to technology talent (data/computer scientists, etc.)
Access to funding
Sales/marketing/distribution
Partnerships (banks, technology companies, service providers)

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* Which company/brand do you consider to be a leader in the FinTech industry?

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* Which company/brand do you consider to be a leader in the RegTech industry?

Top FinTech Shortlist:
Please select one FinTech company for each category that you feel excels above the rest.
Should you have a conflict of interest regarding any of the categories or FinTech companies below, please select 'other' and state “conflict of interest” within the text entry box.

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* 1 - Capital Markets & Trading

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* 2 - RegTech

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* 3 -  Insurance

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* 4 - Analytics

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* 5 - Artificial Intelligence

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* 6 - Financial Data

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* 7 - Data Management & Governance

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* 8 - Core Banking

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* 9 - Accounting & Treasury Management

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* 10 - Infrastructure

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* 11 - Blockchain

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* 12 - Consumer Lending

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* 13 - Business Lending

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* 14 - Money Transfer & Wallets

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* 15 - Payments Processing

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* 16 - Personal Finance

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* 17 - Wealth Management

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* Please provide your contact information if you wish to receive a free copy of the final report and survey results

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