Industry Surveys
Here you can take the most recent surveys and download our past results reports. Survey ReportsInfographicsLive Survey
2025 AI in Treasury and Finance Survey
Artificial intelligence (AI) has been a hot topic in treasury for the past few years. This short survey is intended to capture the current AI use for treasury activity, as well as future plans. In this year’s edition, we are expanding the coverage to include the use of AI agents or Agentic AI. The survey will distinguish between corporate users and the banking/fintech community. Those who participate in this survey will receive a more detailed report than what is generally available.
Join us in our market research and take the survey today!
survey reports
2023 Treasury Perspectives Survey
Survey Results Treasury Perspectives For the 5th year running, Strategic Treasurer and TD Bank are proud to present the findings from the Treasury Perspectives Survey with data from over 350 respondents operating primarily across North America and Europe. This annual...
2023 Treasury Fraud & Controls Survey
Survey Results Treasury Fraud & Controls Thank you to all of those who participated in our 2023 Treasury Fraud & Controls survey. This research discovered how your fraud experiences and security practices has changed. Has your security framework been...
2022 Virtual Card Solutions
This research provides a comprehensive view of the virtual card solutions now and in the coming years.
survey infographics
2023 Treasury Perspectives Infographic
2023 Treasury Fraud & Controls Infographic
2022 Global Payments Infographic
2022 B2B Payments Infographic
Survey Results
Here you can find past survey results reports, articles, and infographics. If you can't find what you're looking for, feel free to reach out to info@strategictreasurer.com.
2020 Modernizing AP/AR Processing Survey
Survey Results Modernizing AP/AR Processing This survey, underwritten by Deluxe, looked at various practices and plans for modernizing and automating AP and AR processes. The influence of recent disruptions, calibration of various pain points that drive change, and...
2020 Higher Education Survey
Survey Results Higher Education This survey, underwritten by Kyriba, identified the unique financial drivers, challenges, and areas of focus for higher education in 2020. Results from this survey are compared against data from the broader corporate environment and...
2020 Insurance Treasury Survey
Survey Results Insurance Treasury This brand-new survey, underwritten by Kyriba, identified the unique financial drivers, challenges, and areas of focus for insurance companies heading into 2020. Results from this survey are compared against data obtained from the...
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.
Liquidity Risk: Survey Results Webinar
This session will cover high-level highlights from the recent Liquidity Risk survey and include some commentary from respected industry leaders as to what this means for you.
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.
2019 B2B Payments Survey
Survey ResultsB2B PaymentsIn 2019, Strategic Treasurer’s B2B Payments survey, developed in partnership with Bottomline Technologies, sought to understand the shifting technologies, strategies, and practices used by organizations across the Business-to-Business (B2B)...