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COO Webinar Series: The COO role in the Financial Services industry

Questions marked with a * are required

1 of 12: Which industry does your organization operate in?

1 of 12: Which industry does your organization operate in?

Asset management

Corporate and Investment banking

Insurance

Other Financial Services

Other industries (outside Financial Services)

Retail banking

Wealth management

2 of 12: What is your level within the organizational hierarchy?

2 of 12: What is your level within the organizational hierarchy?

C- level except COO (e.g., CEO, CFO, CTO)

COO at group level

COO at regional level

COO at Busines Unit level

N-1 (Directly reports to the executive leadership team)

N-2 (Middle management, reports to N-1 leaders)

Operational staff (Directly involved in day-to-day processes)

External consultant or advisor

3 of 12: How would you describe the size of your organization?

3 of 12: How would you describe the size of your organization?

Small (<1000 employees)

Medium (1000-5,000 employees)

Large (5,000-15,000 employees)

Enterprise (>15,000 employees)

4 of 12: Where is your organization headquartered?

4 of 12: Where is your organization headquartered?

France

Continental Europe (excluding France)

United Kingdom

North America

Rest of the world

5 of 12: In your opinion, what is the primary value that a COO brings to a financial institution?

5 of 12: In your opinion, what is the primary value that a COO brings to a financial institution?

Leading digital transformation and innovation

Operational efficiency and strategic execution

Increased focus on profits

Building and maintaining external partnerships

6 of 12: In your experience, what impact does the COO have on the organization’s overall strategy?

6 of 12: In your experience, what impact does the COO have on the organization’s overall strategy?

Major impact

Moderate impact

Minimal impact

No impact

7 of 12: How do you perceive the relationship between the COO and other C-suite executives in your organization?

7 of 12: How do you perceive the relationship between the COO and other C-suite executives in your organization?

Collaborative and supportive

Competitive

Limited

Conflicted

8 of 12: How do you believe the role of the COO will evolve in the next five years?

8 of 12: How do you believe the role of the COO will evolve in the next five years?

More focus on technology

Increased emphasis on risk management

Greater involvement in strategic decision-making

Less importance overall

9 of 12: In your opinion, what is the biggest challenge facing COOs in the financial services industry today?

9 of 12: In your opinion, what is the biggest challenge facing COOs in the financial services industry today?

Navigating regulatory changes

Increasing operational efficiency

Managing talent acquisition

Ensuring customer satisfaction

10 of 12: How do you perceive the current importance of the COO role in your organization?

10 of 12: How do you perceive the current importance of the COO role in your organization?

Critical

Very important

Important

Somewhat important

11 of 12: Is the COO in your institution part of the Executive Committee?

11 of 12: Is the COO in your institution part of the Executive Committee?

Yes

No

12 of 12: Is the COO role in your institution structured at a Global level, or is it replicated across regional or BU levels?

12 of 12: Is the COO role in your institution structured at a Global level, or is it replicated across regional or BU levels?

Only Global

Global + Regional

Global + Business Unit

Global + Regional + Business Unit

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