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
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.
2024 AP Automation Readiness 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.