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.
Join us in our market research and take the survey today!
survey reports
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.
2025 Cash Forecasting & Visibility Survey
Strategic Treasurer’s Cash Forecasting & Visibility Survey, developed in partnership with TIS, sought to understand the current trends in forecasting methods and technology, visibility and reporting, and technology use. What are your peers’ practices surrounding these activities today? What kinds of technology do they use now, and what are they planning to invest in soon? This report seeks to explain what others in the treasury and finance industry are experiencing and doing to handle this challenging set of activities.
2025 Tariffs and Treasury Survey
This rapid research survey captured real-time data on how treasury and finance are thinking about the new and potential tariffs being implemented around the world. This report gives a comprehensive industry analysis, helping gauge monitoring efforts, levels of concern, and strategic actions taken to manage the challenges.