Episode 17

What Makes Our Market Research Tick?

Over the past decade, Strategic Treasurer has worked diligently to develop an industry-wide treasury market research program, and today, nearly a dozen surveys are offered annually across topics including fraud, B2B payments, compliance, risk management, and technology. But what goes on behind the scenes? What is the ultimate goal of this research, and, most importantly – how is it being leveraged to drive greater understanding and awareness within the industry?

On this episode of the podcast, Strategic Treasurer’s Craig Jeffery and Isaac Zaubi discuss how these industry surveys are being used to drive market research forward and how interested practitioners can get involved.

Episode Speakers:

Craig Jeffery, Strategic Treasurer
Isaac Zaubi, Strategic Treasurer

Related Resources

2023 Liquidity Risk Survey

Survey Results Liquidity Risk The 2023 Liquidity Risk survey, presented with Allspring, polled treasury and finance practitioners on how they are evaluating current liquidity risk mitigation processes. We asked questions on macroeconomic changes and new regulations as...

2023 Modernizing AR Processing Survey

Survey Results Modernizing AR Processing This survey, underwritten by Corcentric, looked at various practices and plans for modernizing and automating AR processes. The influence of recent disruptions, calibration of various pain points that drive change, and other...

2023 Treasury Technology

 Survey Results 2023 Treasury Technology Strategic Treasurer and TIS are proud to present the findings from the Treasury Technology Survey with data from over 150 respondents operating primarily across North America and Europe. This study polls treasury and finance...
2023 Treasury Perspectives Survey Report

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...
Treasury Fraud & Controls

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 Survey Report

2022 Virtual Card Solutions

This research provides a comprehensive view of the virtual card solutions now and in the coming years.

2022 Global Payments Survey Report

2022 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.

2022 B2B Payments Survey Results

2022 B2B Payments Survey

 Survey Results B2B Payments 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)...
Modernizing AP/AR Processing Survey Reports

2022 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...

2022 Non-Banking Financial Institutions Survey

Survey Results Non-Banking Financial Institutions Our Non-Banking Financial Institutions survey, underwritten by Kyriba, polled NBFI professionals on complexity, technology, exposure management and assets, plans, pains, spend, and focus. You are invited to read...

30 – Diving into Data, Part 1: Cash Forecasting, Treasury Technology, & Fraud

On this episode of The Treasury Update Podcast, Isaac Zaubi sits down with Craig Jeffery to analyze and discuss some of the key findings obtained through Strategic Treasurer’s 2018 industry surveys. Topics of discussion include the challenges associated with cash forecasting, trends related to treasury technology use, and how corporate fraud experiences differ according to company size. Listen in on the discussion.