The 2024 AFP® Bank Relationship Management Survey examines both success factors and challenges experienced by organizations and banks. 

Corporate Practitioner Perspective:

• Financial stability is extremely important to treasury professionals when selecting a banking partner
• Practitioners place high value on customer service they receive from their banks
• Organizations are looking for their banks to support their credit needs
• Dissatisfaction with their bank’s customer service is a key driver for organizations to issue an RFP for an alternative bank

Banker Perspective:

• A vast majority of bankers believe that credit support and a provider that supports their clients strategically is a priority for their corporate clients when selecting a banking partner
• Bankers cite increasing competition faced by fintech companies or less regulated entities to be a challenge
• Bankers identify the implementation process and connectivity issues as the two most-often cited challenges when onboarding new clients

Complimentary for AFP Members: 

For Non-Members: 

Press Inquiries

Press Release - Survey: Financial Stability Is Top Consideration for Treasury Professionals When Choosing a Primary Relationship Bank 

If you are interested in referencing data from this report in marketing materials, etc. please contact Anissa Holm, Research Manager. 

Contact [email protected] or call 301.907.2862 for more in-depth information, to read the full report or to arrange an interview with AFP Research.

Learn more about AFP member benefits and join today.

Questions about this subject?

Contact Tom Hunt, 
AFP's Director of Treasury & Payments Services.