Adox 8x8 Survey Client Reporting

Thank you for participating in our survey on client reporting and communications technology.

Client reporting and communications is at a crossroads - after a relatively short period of intense vendor interest in the space, many of the independent specialists have now been acquired and are part of more end-to-end automation platforms. Our annual “Follow the Money” survey on priorities, value and risk drivers across the IT portfolio shows that client reporting spending is unevenly distributed across the market, suggesting low levels of maturity in adoption of automated solutions. At the same time data management, CRM and marketing automation technologies are changing the boundaries between traditionally separate business and tech domains.

To provide an in-depth overview of client reporting solutions in the market, Adox Research is running an 8x8 Survey.The full results of this survey will be available to all Adox Research subscribers. A summary of the key insights will be available to all participants. Each participant will have the ability to review and edit solution-specific factual information prior to publication.

1. Please provide your business email address. *This question is required. This question requires a valid email address.

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

4. In your estimate, how many financial institutions use your solution or service? *This question is required. This question requires a valid number format.

5. What is the geographical split of firms using your solution or service? *This question is required.

	UK
	USA
	EU (non-UK)
	APAC
Total : 0

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? *This question is required.

	Banks/ Sell Side
	Asset Managers / Buy Side
	Custodians / Fund Administrators
	Hedge Funds
	Wealth Managers/RIAs
	Asset Owners/Institutional Investors
Total : 0

	1	2	3	4	5	6
Supplier Consolidation	Rank Supplier Consolidation as 1 out of 6	Rank Supplier Consolidation as 2 out of 6	Rank Supplier Consolidation as 3 out of 6	Rank Supplier Consolidation as 4 out of 6	Rank Supplier Consolidation as 5 out of 6	Rank Supplier Consolidation as 6 out of 6
Enterprise IT (BI, ETL, MDM)	Rank Enterprise IT (BI, ETL, MDM) as 1 out of 6	Rank Enterprise IT (BI, ETL, MDM) as 2 out of 6	Rank Enterprise IT (BI, ETL, MDM) as 3 out of 6	Rank Enterprise IT (BI, ETL, MDM) as 4 out of 6	Rank Enterprise IT (BI, ETL, MDM) as 5 out of 6	Rank Enterprise IT (BI, ETL, MDM) as 6 out of 6
Integrated end-to-end platforms	Rank Integrated end-to-end platforms as 1 out of 6	Rank Integrated end-to-end platforms as 2 out of 6	Rank Integrated end-to-end platforms as 3 out of 6	Rank Integrated end-to-end platforms as 4 out of 6	Rank Integrated end-to-end platforms as 5 out of 6	Rank Integrated end-to-end platforms as 6 out of 6
Wealth management platforms	Rank Wealth management platforms as 1 out of 6	Rank Wealth management platforms as 2 out of 6	Rank Wealth management platforms as 3 out of 6	Rank Wealth management platforms as 4 out of 6	Rank Wealth management platforms as 5 out of 6	Rank Wealth management platforms as 6 out of 6
CRM providers	Rank CRM providers as 1 out of 6	Rank CRM providers as 2 out of 6	Rank CRM providers as 3 out of 6	Rank CRM providers as 4 out of 6	Rank CRM providers as 5 out of 6	Rank CRM providers as 6 out of 6
Marketing Automation platforms	Rank Marketing Automation platforms as 1 out of 6	Rank Marketing Automation platforms as 2 out of 6	Rank Marketing Automation platforms as 3 out of 6	Rank Marketing Automation platforms as 4 out of 6	Rank Marketing Automation platforms as 5 out of 6	Rank Marketing Automation platforms as 6 out of 6

Adox 8x8 Survey Client Reporting

Your View of the Market