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Industry Research

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Survey Reports

Live Survey

2025 Cash Forecasting and Visibility Survey

2026 Transaction Banking Survey

The Transaction Banking Perspectives Survey explores the key trends, priorities, challenges, and opportunities shaping the relationship between corporations and their banking partners. It covers topics including the global economic outlook, digital assets, foreign exchange, payments and fraud, treasury technology, and trade and supply chain finance.

By capturing perspectives from both corporate and bank respondents, the survey offers insight into current practices, evolving expectations, and how organizations are adapting their financial operations and planning for the future.

Join us in our market research and take the survey today!

survey reports

2025 GENIUS Act

2025 GENIUS Act

This survey report provides a snapshot of treasury and finance professionals’ current awareness and evolving expectations around the GENIUS Act, a legislative proposal that would establish a regulatory framework for payment stablecoins. While awareness of the GENIUS Act remains low, the broader findings suggest that treasury professionals are preparing for a future in which digital assets play a significant role in corporate finance operations.

2025 Treasury Fraud & Controls Survey

2025 Treasury Fraud & Controls Survey

With your help, we’ve consistently found that fraud is a top ranking concern for treasury. This year, as it has become a bigger issue worldwide, we discover how your opinions have changed. Has your security framework been strengthened? Or are you still…

2025 AI in Treasury & Finance

2025 AI in Treasury & Finance

Artificial intelligence (AI) has become one of the hottest topics for discussion of late. The 2025 AI in Treasury & Finance Survey captured the current AI use for treasury activity, as well as future plans, covering agentic AI, generative AI, and AI in general. Download the survey today to access the latest insights on AI in the industry.