8x8 Portfolio Management & Accounting 2019

Your View of the Market

1) Please provide your business email address.

_________________________________________________

2) In your estimate, what is the size of the global market for portfolio management & accounting technology in USD?

( ) 50-100 million

( ) 100-250 million

( ) 250-500 million

( ) more than 500 million

( ) Other - Write In: _________________________________________________

3) In your estimate, what is your current share of the market? If you are unable to provide this, please provide a short explanation.

_________________________________________________

4) In your estimate, how many financial institutions use your solution or service?

_________________________________________________

5) What is the geographical split of firms using your solution or service?

________UK

________USA

________EU (non-UK)

________APAC

6) What is the industry segment split of firms using your solution or service? What is the percentage for each segment of the total number of users?

________Universal Banks/ Sell Side

________Asset Managers / Buy Side

________Custodians / Fund Administrators

________Depositories

________CCPs / Exchanges

________Hedge Funds

________Retail Banks

________Corporates

7) How do you expect each of the below drivers to impact the portfolio management & accounting market in the next 2 years?

	low impact	medium impact	high impact	very high impact
Regulation	( )	( )	( )	( )
Fintech challengers	( )	( )	( )	( )
SaaS deployment	( )	( )	( )	( )
Vendor consolidation/integrated platforms	( )	( )	( )	( )
Managed Services/outsourcing	( )	( )	( )	( )

8) In your expectation, when will the following technology and industry advances start to have an impact on portfolio management & accounting projects and solutions?

	in use now	mainstream impact in the next 2 years	low impact in the next 2 to 5 years	mainstream impact in the next 2 to 5 years	unlikely to make impact in the next 5 years
Blockchain/Distributed Ledger	( )	( )	( )	( )	( )
Robotic Process Automation (RPA)	( )	( )	( )	( )	( )
Machine learning	( )	( )	( )	( )	( )
Artificial Intelligence	( )	( )	( )	( )	( )
Natural Language Processing	( )	( )	( )	( )	( )
Alternative Data	( )	( )	( )	( )	( )
Unstructured Data	( )	( )	( )	( )	( )

Differentiators and Proof Points

9) Usability - Which specific usability features differentiate your solution's ability to allow business users to achieve their goals independently? What is the impact of these features on the user experience? Please list a maximum of three features with relevant proof points (demonstration, verifiable data point, customer reference)

Typical usability features include (but are not limited to) user interface, reporting, analytics and ease-of-use capabilities, from the perspective of a business end-user.

____________________________________________

10) Functionality - Which specific functionality features differentiate your solution's ability to offer asset class and workflow coverage? What is the impact of these features? Please list a maximum of three features with relevant proof points (demonstration, verifiable data point, customer reference)

Typical functionality features include (but are not limited to) asset class and workflow coverage, geographical or segment specific capabilities.

____________________________________________

11) Integration - Which specific integration features differentiate your solution's ability to fit with existing platforms? What is the impact of these features? Please list a maximum of three features with relevant proof points (demonstration, verifiable data point, customer reference)

Typical integration features include (but are not limited to) connectivity to business applications, technical integration standards, and external standards for information exchange, or specific eco-system benefits.

____________________________________________

12) Support & Service - Which specific features differentiate your organisation's ability to offer flexible and high quality support? What is the impact of these features? Please list a maximum of three features with relevant proof points (demonstration, verifiable data point, customer reference)

Typical support and service features include implementation and production support, help desk, training, geographical coverage, and active user community input.

____________________________________________

13) Deployment model - Which specific deployment models does the solution support?

[ ] Software as a Service (SaaS)

[ ] Managed Service

[ ] ASP/Hosted

[ ] On Premises

[ ] Utility Model

[ ] Other - Write In: _________________________________________________

14) Vision and Innovation - Which specific features differentiate your organisation's ability to offer a complete and future-proof solution? What is the impact of these features? Please list a maximum of three features with relevant proof points (demonstration, verifiable data point, customer reference)

Typical vision and innovation features include roadmap support for future regulatory or analytical requirements, technology breakthroughs, or planned integration with internal or external platforms and market participants.

____________________________________________

15) Supplier Risk - Which specific features differentiate your organisation's ability to offer ongoing investments in product and service capabilities? What is the impact of these features? Please list a maximum of three features with relevant proof points (demonstration, verifiable data point, customer reference)

Typical supplier risk mitigation includes detail on the size and stability of product and support teams, stability of management and organizational structure, ability to support global or regional operations, profitability and ability to invest in product innovation and R&D).

____________________________________________

16) ROI & Value for Money - Which specific pricing or deployment features differentiate your solution's ability to reduce cost or offer increased business value?

Typical ROI and value for money features include details of pricing models, ROI projections, bundling of value-added services, volume or usage based discounting, cost-saving impact of service delivery (risk, fines, customer acquisition and retention, operational costs, staffing, infrastructure costs).

____________________________________________

17) Please list up to three other highly differentiating features or attributes, which are not covered in your answers to the 8 metrics. Please provide relevant proof points (product demonstration, verifiable data point, customer reference).

Only list features here which do not fit in any of the other eight metrics.

____________________________________________

Validating the 8x8 metrics

18) Why are firms selecting your solution? What are they telling you about your ability to differentiate? Please use the sliding scale to rank how users rank your ability to differentiate from 1 (lowest) to 5 (highest).

Usability - allows end users to achieve business goals 0 ________________________[__]_____________________________ 5
Integration - fits with existing platforms 0 ________________________[__]_____________________________ 5
ROI & Value for Money - benefits outweigh investment cost 0 ________________________[__]_____________________________ 5
Vision/Innovation - adaptable to future company direction 0 ________________________[__]_____________________________ 5
Functionality - delivers core and ancillary business functions 0 ________________________[__]_____________________________ 5
Deployment - aligns with IT architecture 0 ________________________[__]_____________________________ 5
Support/Service - equipped to handle various needs 0 ________________________[__]_____________________________ 5
Supplier Risk - established, reliable company 0 ________________________[__]_____________________________ 5

19) As we score and assess the following metrics, how should the scores for each metric be weighted? Please select how relevant each metric is to users in your view.

	Highly Relevant	Somewhat Relevant	Less Relevant
Usability	_________________________________________________	_________________________________________________	_________________________________________________
Functionality	_________________________________________________	_________________________________________________	_________________________________________________
Integration	_________________________________________________	_________________________________________________	_________________________________________________
Deployment Model	_________________________________________________	_________________________________________________	_________________________________________________
ROI Model	_________________________________________________	_________________________________________________	_________________________________________________
Support & Service	_________________________________________________	_________________________________________________	_________________________________________________
Vision & Innovation	_________________________________________________	_________________________________________________	_________________________________________________
Supplier Risk	_________________________________________________	_________________________________________________	_________________________________________________

20) What stops firms from moving forward with investing in this technology? Please use the sliding scale to rank how often you hear each of the below objections with 5 being very often and 1 being not often at all.

System integration (e.g. fit with current architecture) 0 ________________________[__]_____________________________ 5
Potential for catastrophic service disruption or system failure 0 ________________________[__]_____________________________ 5
Vulnerability to security threats (e.g. data breaches, employee fraud) 0 ________________________[__]_____________________________ 5
Scalability of system to planned volume 0 ________________________[__]_____________________________ 5
Over-dependence on specialized internal resources 0 ________________________[__]_____________________________ 5
Over-dependence on external partners (e.g. outsourcers, third party vendors) 0 ________________________[__]_____________________________ 5
Cost of Implementation 0 ________________________[__]_____________________________ 5

Usability - allows end users to achieve business goals	0 ________________________[__]_____________________________ 5
Integration - fits with existing platforms	0 ________________________[__]_____________________________ 5
ROI & Value for Money - benefits outweigh investment cost	0 ________________________[__]_____________________________ 5
Vision/Innovation - adaptable to future company direction	0 ________________________[__]_____________________________ 5
Functionality - delivers core and ancillary business functions	0 ________________________[__]_____________________________ 5
Deployment - aligns with IT architecture	0 ________________________[__]_____________________________ 5
Support/Service - equipped to handle various needs	0 ________________________[__]_____________________________ 5
Supplier Risk - established, reliable company	0 ________________________[__]_____________________________ 5

System integration (e.g. fit with current architecture)	0 ________________________[__]_____________________________ 5
Potential for catastrophic service disruption or system failure	0 ________________________[__]_____________________________ 5
Vulnerability to security threats (e.g. data breaches, employee fraud)	0 ________________________[__]_____________________________ 5
Scalability of system to planned volume	0 ________________________[__]_____________________________ 5
Over-dependence on specialized internal resources	0 ________________________[__]_____________________________ 5
Over-dependence on external partners (e.g. outsourcers, third party vendors)	0 ________________________[__]_____________________________ 5
Cost of Implementation	0 ________________________[__]_____________________________ 5

8x8 Portfolio Management & Accounting 2019

Your View of the Market

1) Please provide your business email address.

2) In your estimate, what is the size of the global market for portfolio management & accounting technology in USD?

3) In your estimate, what is your current share of the market? If you are unable to provide this, please provide a short explanation.

4) In your estimate, how many financial institutions use your solution or service?

5) What is the geographical split of firms using your solution or service?

6) What is the industry segment split of firms using your solution or service? What is the percentage for each segment of the total number of users?

7) How do you expect each of the below drivers to impact the portfolio management & accounting market in the next 2 years?

8) In your expectation, when will the following technology and industry advances start to have an impact on portfolio management & accounting projects and solutions?

Differentiators and Proof Points

13) Deployment model - Which specific deployment models does the solution support?

Validating the 8x8 metrics

18) Why are firms selecting your solution? What are they telling you about your ability to differentiate? Please use the sliding scale to rank how users rank your ability to differentiate from 1 (lowest) to 5 (highest).

19) As we score and assess the following metrics, how should the scores for each metric be weighted? Please select how relevant each metric is to users in your view.

20) What stops firms from moving forward with investing in this technology? Please use the sliding scale to rank how often you hear each of the below objections with 5 being very often and 1 being not often at all.

Thank You!