+1 678.466-2220 [email protected]

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

2025 GENIUS Act

This survey report provides a snapshot of treasury and finance professionals’ current awareness and evolving expectations around the GENIUS Act, a legislative proposal that would establish a regulatory framework for payment stablecoins. While awareness of the GENIUS Act remains low, the broader findings suggest that treasury professionals are preparing for a future in which digital assets play a significant role in corporate finance operations.

2025 Treasury Fraud & Controls Survey

With 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 opinions have changed. Has your security framework been strengthened? Or are you still…

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 Report

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.

2025 Global Payments Survey Report

2024 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.

2024 Treasury Perspectives Survey

For the 6th year running, Strategic Treasurer and TD Bank are proud to present the findings from the Treasury Perspectives Survey with data from nearly 350 respondents operating primarily across North America and Europe. This annual study polls treasury and finance professionals on their views regarding the economy, technology, industry innovation, and regulation to better understand top challenges and opportunities in the marketplace.

2024 Generative AI in Treasury and Finance

Survey Results Generative AI in Treasury and Finance Artificial intelligence (AI) has become one of the hottest topics for discussion of late. The growth of ChatGPT and Gemini has increased treasury professionals' level of familiarity and has spurred additional...

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...

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.