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Industry Research

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Survey Reports

Live Survey

2025 Cash Forecasting and Visibility Survey

2026 Compliance Survey

The 2026 Compliance Survey polls treasury and finance practitioners on their experiences, practices, and perspectives regarding a broad variety of treasury compliance activities. Areas covered include KYC, ISO 20022, PSD2, payee verification, Nacha requirements, PCI-DSS, and more. This research examines the outlook for the compliance landscape, aiming to capture both the macro and micro elements of its impact on treasury.

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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.