Corporate Treasury Banking Preference Survey
Corporate treasury leaders evaluate bank capabilities, compare liquidity and payment solutions, and choose partners across service, pricing, technology, and risk, so you can sharpen acquisition, strengthen positioning, and improve client retention.
CONTEXT & RELEVANCE
Why run this survey now
Most corporate treasurers don't lose banking relationships purely on pricing. They switch due to service inconsistency, weak integration, credit appetite, advisory gaps, and onboarding friction, none of which fully show up in relationship reviews or satisfaction scores.
If you are...
- Transaction banking leadership
- Corporate banking relationship teams
- Treasury product management
- Client experience leadership
- Bank strategy teams
You're likely facing...
- Low wallet share despite strong primary bank relationships
- Growing gap between digital capability expectations and delivery consistency
- Inconsistent service across regions creates fragmented treasury experiences
- Limited visibility into bank switching triggers across client segments
- High satisfaction with low product consolidation and renewal risk
This will help answer...
- Bank selection priorities
- Wallet consolidation potential
- Service improvement levers
- Pricing value perceptions
- Switching risk indicators
RESEARCH THEMES
What This Survey Investigates
Eight interconnected research themes that map the complete treasury banking journey from evaluation to renewal.
Banking Landscape
- Current banking relationship structure
- Primary & secondary bank roles
Selection Drivers
- Initial consideration triggers
- Final appointment criteria
Relationship Experience
- Relationship manager performance
- Service consistency & escalation
Digital & Integration
- Portal usability & control
- ERP, API & host connectivity
Liquidity & Cash
- Cash visibility & concentration
- Liquidity optimization priorities
Payments & Trade
- Domestic & cross-border payments
- Trade finance service priorities
Pricing & Value
- Fee transparency & predictability
- Value-for-money perceptions
Loyalty & Switching
- Relationship loyalty drivers
- Switching triggers & barriers
SAMPLING STRATEGY
Tell us about your ideal sample
Help us understand your target respondent profile. Select what applies, we'll design the optimal sample plan based on your inputs.
METHODOLOGY
Survey approach
For Corporate Treasury Banking Preference Survey, we recommend a quant-led multi-stakeholder approach with flexible data-collection modes to balance reach, depth, and verification across complex banking relationships.
EXECUTION PROCESS
How we execute
A proven 9-step process from scoping to delivery, designed to ensure quality, speed, and actionable insights.
Define the decision frame
Confirm objectives, target cohorts, geographies, and reporting cuts
Define the decision frame
Design the instrument
Build workstream modules mapped to outputs (drivers, friction, pricing, retention, trust)
Design the instrument
Lock the questionnaire
Review wording, sequencing, LOI, and competitive context; approve final version
Lock the questionnaire
Pilot and calibrate
Test comprehension and ease quality; refine quotas and remove friction where needed
Pilot and calibrate
Run fieldwork
Execute collection with active quota management and feasibility controls
Run fieldwork
Assure quality
Dedupe, attention checks, speed/consistency rules, removals with audit trail
Assure quality
Prepare the dataset
Clean data and deliver codebook/variable definitions
Prepare the dataset
Analyse and synthesise
Driver ranking, leakage diagnostics, pricing bands, segment insights
Analyse and synthesise
Deliver and align
Executive deck (optional dashboard) and leadership readout with recommendations
Deliver and align
COMMERCIAL TERMS
Request a Commercial Proposal
Pricing depends on cohort, geography, sample size, approach, LOI, and deliverables. Configure below for an indicative estimate.
Select Sample Size
Geography
Select Mode of Survey
Length of the Interview
$0.00
+ applicable taxes
Cost Breakdown
Note: Estimate is indicative only. Final pricing is subject to scope finalization after discovery call.
REFERENCE CASELETS
Reference
Real-world examples of survey work in the corporate and transaction banking space.
Transaction Banking Proposition Positioning Study Across Large Corporates (India)
OBJECTIVE
WHAT WE DID
DELIVERED
Transaction Banking Proposition Positioning Study Across Large Corporates (India)
Treasury Platform Packaging and Pricing Exploration for Mid-Market Firms (India)
Transaction Banking Proposition Positioning Study Across Large Corporates (India)
OBJECTIVE
A pan-India bank sought to understand how large manufacturers , service enterprises , and infrastructure firms evaluated transaction banking propositions, including cash visibility, collections reach, implementation support, relationship coverage, and perceived differentiation among incumbent and challenger banks.
WHAT WE DID
We conducted a structured online survey with 420 CFOs , treasury heads , and finance controllers , capturing bank consideration , product usage , service performance , pricing perceptions, relationship tenure, channel preference, and switching openness across company-size and sector quotas.
DELIVERED
The study produced a preference map showing proposition strengths, a message territory framework for priority segments, a channel levers matrix by decision stage, and a friction list covering implementation, responsiveness, pricing transparency, and cross-border support.
FREQUENTLY ASKED QUESTIONS
Common Questions
Answers to frequently asked questions about this survey mandate.
What decisions will this survey enable?
Who is the buyer vs who are the respondents?
Can we see differences between large corporates, mid-market firms and multinational treasury centers?
How will you measure bank preference beyond simple ratings?
Will the survey map the full treasury banking journey and drop-offs?
Can this survey inform product and pricing strategy?
How will findings improve our treasury client acquisition and retention?
Still have questions?
Schedule a discovery call to discuss your specific needs and get a custom quote.