Q01
Long Text
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Treasury & Counterparty Risk Controls Assessment
Assesses treasury risk visibility, counterparty exposure management practices, and control effectiveness. Designed for treasury, risk, and front-office professionals to benchmark current capabilities and prioritize improvements.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
26 questions · ~4 min
Q02
Multiple Choice
How directly are you involved in counterparty exposure management?
Q03
Long Text
How clear is your organization's treasury risk landscape at present?
Q04
Long Text
How would you rate your organization's visibility into consolidated counterparty exposures over the past 30 days?
Q05
Long Text
Over the past 6 months, how clearly defined have roles and responsibilities been for limit setting and overrides?
Q06
Long Text
How adequate is your organization's current system support for counterparty exposure aggregation?
Q07
Long Text
Over the past 30 days, how timely has treasury risk reporting been to key stakeholders?
Q08
Multiple Choice
What is your primary role or function?
Q09
Long Text
If you could change one thing next quarter to improve counterparty exposure management, what would it be?
Q10
Long Text
Rank the following treasury risks by criticality for the next 3 months (1 = most critical).
Q11
Multiple Choice
How often are counterparty exposure figures refreshed or updated in your organization?
Q12
Multiple Choice
Which method does your organization primarily use to estimate potential future exposure (PFE)?
Q13
Long Text
How adequate is your organization's current system support for collateral management?
Q14
Long Text
Rank the following areas by how much improvement would reduce treasury risk over the next quarter (1 = greatest impact).
Q15
Multiple Choice
What is your job level?
Q16
AI Interview
We'd like to explore your perspectives on treasury risk and counterparty exposure in a bit more depth. An AI moderator will ask a few brief follow-up questions based on your earlier responses.
Q17
Multiple Choice
Which techniques does your organization currently use to mitigate counterparty exposure? (Select all that apply)
Q18
Multiple Choice
How frequently has your organization performed exposure stress tests in the past 6 months?
Q19
Long Text
How adequate is your organization's current system support for limit monitoring and breach alerts?
Q20
Long Text
How many years have you been in your current role?
Q21
Long Text
Thank you for completing this survey. Your input will directly inform treasury risk improvement priorities for next quarter.
Q22
Long Text
Approximately how many counterparty limit breaches occurred in your organization in the last 90 days?
Q23
Long Text
How adequate is your organization's current system support for treasury risk reporting and dashboards?
Q24
Multiple Choice
Which region do you primarily support?
Q25
Long Text
Please briefly describe any workflow gaps that have caused risk or delays in the past 3 months.
Q26
Multiple Choice
Which teams do you primarily support? (Select all that apply)
What’s included
AI follow-ups
Adaptive probes on open-ended answers that pull out detail a static form would miss.
Attention checks
Built-in safeguards against rushed answers and low-quality respondents.
AI-drafted copy
Wording, ordering, and branching written by the AI — tuned to your research goal.
Auto report
Themes, quotes, and a plain-English summary write themselves once responses come in.
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.