$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$
$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$
$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$
$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$
$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$
$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$
IN ASSOCIATION WITH
$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$
$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$
$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$
$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$
$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$
$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$
$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$
$$$$$$$$$$$$$$$$$$$$$$$$$$$
A Finance CASE COMPETITION
A finance case competition
by f&ic hindu & crisil
Disclaimer: This case is confidential and is the property of CRISIL & F&IC
Hindu. Any unauthorized use, reproduction or distribution to third parties is financial
strictly prohibited. colosseum ‘ 26
INSTRUCTIONS
To be followed by all participants :
Executive summary round :
1 Participants have to submit a 2 page case deck, excluding the Introduction, Thank You
page and Appendix, giving an outline of their approach to solving the problem.
Financial assumptions (if any ) must be clearly stated.
Deadline :
2 The deadline for the case deck submission is 11:59 P.M. IST; 10 March, 2026.
Any deck submission beyond the deadline would be considered invalid.
nomenclature :
3 The presentations must be in a pdf format and should be named as “TeamName_CC26”.
Presentations submitted without the proper format would be rejected.
Evaluation :
4 The decision of the organising committee shall be final and binding for all participants.
Use of AI tools is strictly prohibited. If caught, it may lead to rejection.
About the firm
Aurelius Global Analytics (AGA) is a leading global financial
analytics firm that conducts annual surveys of senior finance
professionals (i.e., CFOs, Treasurers, and Finance Directors) to
gather feedback on corporate banking service providers. This
feedback is used to produce benchmarks and reports for
services such as trade finance, cash management, and other
corporate banking products.
business Traditionally, the firm has collected this feedback via 30-40
minute phone interviews conducted by trained interviewers.
context While this method has produced reliable insights, it has
currently been facing certain drawbacks:
declining participating rates :
1 Senior executives refuse interviews due to time constraints.
low percieved benefit:
2 Respondents do not understand what they gain by participating.
high costs :
3
Phone interviews require incentives and scheduling logistics
confidentiality concerns :
4
Respondents are reluctant to share their views over unsecured phone calls
uncertanities in shifting to
digital surveys
Given these challenges, Aurelius is planning to shift its survey approach to a digital format.
However, this shift brings several uncertainties:
How to ensure high response and engagement from senior executives with limited time?
How to maintain data integrity, when compared with historical telephone-based data?
How to verify respondent identity, given that digital surveys can be completed by
unauthorized persons?
How to build trust in a digital medium?
How to accommodate regional differences in global survey behaviour?
The case question
As the strategy team of AGA, you are required to:
Develop an innovative & practical solution for conducting digital surveys targeted at
senior finance professionals globally. Your plan must address the challenges
associated with shifting from telephone interviews, while ensuring that participation
and respondent trust are maintained.
Your solution should consider:
A practical survey design
Actionable engagement strategies
Data quality measures
Risk mitigation strategies
Understanding of cultural differences
Deliverables
Participants must develop a structured recommendation addressing the following issues:
1 Practical Survey Design
Design a clear and efficient digital survey format
4 Roadblocks &
Mitigation Strategies
that can replace the 30–40 minute phone Identify operational, technological, reputational and
interviews without reducing insight quality. behavioural challenges that may arise during the
transition to digital surveys.
Engagement Issue
2 Propose how to increase survey participation and
Regional Nuances &
completion among senior finance executives, 5 Global Applicability
who have limited time availability and high
opportunity costs of time. Design a globally scalable but regionally adaptable
framework as Aurelius Global Analytics operates
3 Data Quality Issue across North America, Latin America, Europe, Asia-
Pacific, and the Middle East.
Design a robust framework to ensure that digital
survey responses maintain the same level of
authenticity and credibility as telephone
interviews.
Disclaimer: This case is confidential and the
property of CRISIL and F&IC Hindu. Any
financial unauthorized use, reproduction, or distribution
colosseum ‘ 26
to third parties is strictly prohibited.
THANK YOU
Mail
financeinvestmentcell@[Link]
Phone Numbers ( Event Heads )
Jiya Sansanwal: +91 87449 87877
Arjun Kalia: +91 99103 30095