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Banking & Capital Markets

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New Cash Management Challenges in an Increasingly Complex Business Environment
Sponsored by SAP
August 04, 2015
In a global survey of finance and treasury executives at large companies, CFO Research examined the role of cash management---in particular, cash reporting and cash forecasting---in the effort to support business growth and gain a competitive edge. … more »
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Finding the Right Funding Strategies for Growth
Sponsored by CIT
July 07, 2015
Working with CIT, CFO Research surveyed senior finance executives of mid-sized U.S. companies to explore issues around their efforts to fund new growth initiatives. This eBook briefly discusses some of the funding challenges these companies are … more »
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How to Fund the Future of Your Company
Sponsored by CIT
June 26, 2015
Second in a series of three---Working with CIT, CFO Research surveyed senior finance executives of mid-sized U.S. companies to explore issues around their efforts to fund new growth initiatives. This second article examines some of the differences … more »
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Funding the Future of Your Company
Sponsored by CIT
June 12, 2015
Third in a series of three---Working with CIT, CFO Research surveyed senior finance executives of mid-sized U.S. companies to explore issues around their efforts to fund new growth initiatives. This final article takes a brief look at some of the … more »
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Funding the Future of Your Company
Sponsored by CIT
May 21, 2015
First in a series of three ― Working with CIT, CFO Research surveyed senior finance executives of mid-sized U.S. companies to explore issues around their efforts to fund new growth initiatives. This first article briefly discusses some of the … more »
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From Cash Manager to Strategic Advisor
Sponsored by SAP
June 11, 2013
When it comes to the treasury function, there's a big difference between "good enough" and "best in class." Business leaders need a treasury function that will help them diagnose problems and devise solutions, not simply record and report … more »
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A report prepared by CFO Research, in collaboration with SAP
Sponsored by SAP
June 11, 2013
Treasurers are looking for more service---not simply more services---from their banks. In a global survey of large companies, sponsored by SAP, senior executives say that their treasury functions need bankers who will work with them to diagnose a … more »
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Sponsored by SAP
December 05, 2012
Corporate finance executives are ready for cloud services from their banks, according to the early results of a forthcoming study by CFO Research and SAP. So why aren't banks providing those services? While corporate treasuries seek to improve their … more »
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Sponsored by Ernst & Young
June 28, 2011
Facing intense and sustained uncertainty about regulation--while also trying to keep their balance during a wobbly economic recovery--banking executives are struggling to recover their sense of direction in a rearranged world. In the fifth study in … more »
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Sponsored by EIU and Oracle
April 18, 2011
Recovering from a global financial crisis and facing an environment of increased uncertainty and greater regulation, financial institutions are re-examining the way their finance functions understand and use risk considerations and information. This … more »
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A Report on Working Capital Management for Small and Midsize Businesses
Sponsored by The Receivables Exchange
December 03, 2010

As the economy improves, large companies are having no trouble accessing affordable capital, but small and midsize businesses are still struggling. To examine companies' views on working capital management and accounts receivable financing, CFO … more »
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Sponsored by Ernst & Young
June 28, 2010
Nearly two years after the Lehman Brothers bankruptcy, banks are working hard to improve their evaluation of the risks and returns that lay at the heart of their businesses, as they strive to put increasingly scarce (and increasingly expensive) … more »
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Sponsored by Ernst & Young
January 14, 2010
IT complexity at banks has always been unparalleled--but heightened reporting and analysis requirements in the wake of a serious financial crisis are pressing banks' IT systems to the limit. CFO Research Services interviewed senior finance, risk, … more »
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Senior executives on governance, uncertainty, and performance amid a global banking crisis
Sponsored by Ernst & Young
January 13, 2009
A Report Prepared in collaboration with Ernst and Young

What actions are banks around the world taking to recover from the current financial turmoil? CFO Research Services interviewed senior finance and risk executives at global financial … more »
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Sponsored By CFO Research Services
February 01, 2008
How are leading finance organizations in global banks adapting their functions and structures to fulfill expectations for serving new, more strategic roles across the enterprise? CFO Research Services conducted a series of interviews with senior … more »
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