Industry Research
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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.
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survey reports
2019 Liquidity Risk Survey
This research polled treasury and finance practitioners, presented with Capital Advisors Group, on how they are evaluating current liquidity risk mitigation processes. We asked questions on macroeconomic changes and new regulations as they impact treasury. Some other topics covered in this survey are short-term investment, risk management, credit evaluation, debt, and more.
2019 Treasury Compliance Survey
This research polled treasury and finance practitioners on their experiences, practices, and perspectives regarding a broad variety of compliance and bank account management operations
2019 Global Payments Survey
This research provides a comprehensive view of the global payments environment with a focus on the treasury function and identifies which technologies and processes are top of mind now and in the coming years.