Treasury Satisfaction Benchmark Survey
Help us benchmark and improve treasury services by sharing your feedback on key treasury functions.
Your Full Name
*
First Name
Last Name
Your Email Address
*
example@example.com
Your Organization Name
*
Your Role/Position
*
Please Select
Treasury Manager
Finance Director
CFO
Analyst
Other
Organization Type
*
Please Select
Corporation
Financial Institution
Government/Public Sector
Non-Profit
Other
Years of Experience in Treasury
*
Please Select
Less than 2 years
2-5 years
6-10 years
More than 10 years
Please rate your satisfaction with the following treasury functions:
*
Rows
Very Dissatisfied
Dissatisfied
Neutral
Satisfied
Very Satisfied
Cash Management
1
2
3
4
5
Liquidity Planning
6
7
8
9
10
Risk Management
11
12
13
14
15
Bank Relationship Management
16
17
18
19
20
Treasury Technology/Systems
21
22
23
24
25
How would you rate the effectiveness of your treasury team's communication with other departments?
*
Not Effective
1
2
3
4
Highly Effective
5
1 is Not Effective, 5 is Highly Effective
Which treasury challenges do you face most frequently? (Select all that apply)
*
Cash flow forecasting
System integration
Regulatory compliance
Bank fees/costs
Talent retention
Other
Overall, how satisfied are you with your organization's treasury operations?
*
1
2
3
4
5
What improvements would you like to see in your treasury function?
May we contact you for follow-up questions or future surveys?
*
Yes
No
Submit Survey
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