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* Are you a member of the sales force?
 
Yes
 
No
 
 
 
* How long have you been with the company?
 
Less than one year
 
1-4 years
 
5-10 years
 
11-20 years
 
More than 20 years
 
 
 
* Including your time with AFEX, how long have you worked in the foreign exchange industry?
 
Less than one year
 
1-4 years
 
5-10 years
 
11-20 years
 
More than 20 years
 
 
 
* 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
* Fun and friendly work environment
* Communication among departments
* Open and honest relationship with senior management
* Expertise of sales/client relations staff
* Communication among geographical regions
* Maintaining proper balance between selling and operational flexibility/capability
* Commitment to client satisfaction
* Unified sense of corporate strategic direction
* Commitment to always acting in the client’s best interest
* Skill and energy of sales team
* Use of technology to improve business process and client experience
* Professional development and management support
* Sharing of best practices among departments
* Sharing of best practices among geographical regions
 
 
 
* What do you feel are the TOP 2 attributes clients and prospective clients are looking for from a foreign exchange partner?
 
Reasonable service fees
 
Company size, longevity, and stability
 
A strong personal relationship with a company account executive
 
Knowledge of the client’s business model and currency exchange needs
 
Better rates
 
Reliable back office operations to ensure client needs are met
 
Innovative technology infrastructure to enable clients to manage FX themselves
 
Expertise in foreign exchange products, currencies, and strategies
 
Other
 

 
 
 
* What do you feel clients would identify as the top 2 strengths of AFEX today?
 
Reasonable service fees
 
Knowledge of the client’s business model and currency exchange needs
 
Better rates
 
Innovative technology infrastructure to enable clients to manage FX themselves
 
Company size, longevity, and stability
 
Reliable back office operations to ensure client needs are met
 
A strong personal relationship with a company account executive
 
Expertise in foreign exchange products, currencies, and strategies
 
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)
 
Process inflexibility
 
Operational inefficiency (for example, timing of wire transfers)
 
Inappropriate product range for larger or more complex client types
 
Restrictive or limited credit policies
 
Substandard technology tools
 
Fees that are not reasonable
 
Low level of industry knowledge
 
Rates that are not competitive
 
Overreliance on account executive to maintain relationship and take action
 
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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