Industry Research
Here you can take the most recent surveys and download our past results reports. Survey ReportsLive 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
2020 Treasury Fraud & Controls Survey
Survey ResultsTreasury Fraud & ControlsWith 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 experiences and practices have changed. Has your security...
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