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* 1. How would you describe the role that you play in the selection of a foreign currency exchange partner for your company?
 
Primary decision maker
 
Not the primary decision maker, but strong influencer
 
Share decision making responsibilities with others
 
 
 
* How would you describe the role that you play in the day-to-day processing of foreign exchange payments?
 
Primary manager of day-to-day process
 
Involved in day-to-day process with other team members
 
Not involved in day-to-day foreign exchange process
 
 
 
* What is your title?
 
 
 
 
* If you are responsible for a specific geographic region, please indicate the region on which your work is focused.
 
United States
 
UK
 
Sweden
 
Asia Pacific
 
Switzerland
 
Australia/New Zealand
 
All global regions
 
 
Please rank each of the following aspects of AFEX’s corporate culture on a 1-5 scale (with 1 being the worst and 5 being the best):
1 2 3 4 5
* Sharing of best practices among departments
* Communication among departments
* Professional development and management support
* Commitment to always acting in the client’s best interest
* Unified sense of corporate strategic direction
* Communication among geographical regions
* Expertise of sales/client relations staff
* Fun and friendly work environment
* Commitment to client satisfaction
* Skill and energy of sales team
* Open and honest relationship with senior management
* Sharing of best practices among geographical regions
* Use of technology to improve business process and client experience
* Maintaining proper balance between selling and operational flexibility/capability
 
 
 
* What do you feel are the TOP 2 attributes clients and prospective clients are looking for from a foreign exchange partner?
 
Better rates
 
Company size, longevity, and stability
 
Expertise in foreign exchange products, currencies, and strategies
 
Innovative technology infrastructure to enable clients to manage FX themselves
 
Reliable back office operations to ensure client needs are met
 
A strong personal relationship with a company account executive
 
Knowledge of the client’s business model and currency exchange needs
 
Reasonable service fees
 
Other
 

 
 
 
* What do you feel clients would identify as the top 2 strengths of AFEX today?
 
Reliable back office operations to ensure client needs are met
 
Expertise in foreign exchange products, currencies, and strategies
 
Company size, longevity, and stability
 
Better rates
 
Innovative technology infrastructure to enable clients to manage FX themselves
 
Knowledge of the client’s business model and currency exchange needs
 
Reasonable service fees
 
A strong personal relationship with a company account executive
 
Other
 

 
 
 
* What do you feel clients would identify as the top 2 weakest attributes of AFEX today?
 
Too limited product assortment (spot and forward only)
 
Fees that are not reasonable
 
Rates that are not competitive
 
Overreliance on account executive to maintain relationship and take action
 
Process inflexibility
 
Restrictive or limited credit policies
 
Operational inefficiency (for example, timing of wire transfers)
 
Low level of industry knowledge
 
Inappropriate product range for larger or more complex client types
 
Substandard technology tools
 
Other
 

 
 
 
Thinking about the business as a whole, if you were the company’s CEO, what would you be focused on to make AFEX as successful as possible?
   
 
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