These challenges underscore the need for financial infrastructure that supports cross-border commerce, including:
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Multi-currency payment solutions enabling seamless transactions across borders
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Real-time liquidity management tools monitoring cash flow and optimizing working capital
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Secure cross border transaction platforms providing transparency, fraud protection and compliance support
As supply chains become more complex, the ability to move money quickly, securely, and transparently is a real advantage.
Profitability and Efficiency Are Now the Strategic North Star
Improving profitability and margins is the top strategic priority for Canadian middle-market firms over the next one to three years. Companies are also investing in technology, expanding customer bases, and developing their workforce, but the unifying theme is operational efficiency.
Digitization plays a central role. Canadian firms see clear benefits in:
- Productivity gains
- Cost and time savings
- Improved customer experience
- Stronger competitive positioning
Yet cost remains the biggest barrier to adoption, followed by gaps in knowledge, time, and staff resources. This tension—digitization as both a cost saver and a cost challenge—creates an opening for financial partners to help firms modernize without adding complexity.
Payment modernization is one of the most accessible and high-impact starting points. Embedded digital payments, virtual cards, and automated reconciliation can deliver immediate efficiency gains while laying the foundation for broader digital transformation.
AI Adoption Is Rising, but Integration Challenges Persist
Canadian firms are actively exploring AI for analytics, automation, and decision-making. Many are training staff and building capabilities in-house. The anticipated benefits of operational efficiency, cost reduction, innovation, and stronger cybersecurity, align closely with the pressures firms face today.
However, concerns remain around:
- Data quality and security
Banks and payment providers can help bridge these gaps by offering AI-enabled tools that are accessible, secure, and easy to integrate into existing workflows.

Digital Payments Are Becoming Essential Infrastructure
Across the Canadian middle market, digital payments are no longer optional—they’re foundational to operational resilience. Firms value the ability to embed payments into ERP and accounting systems, gain a single view of key metrics, and manage cash flow with confidence. More than 80% of firms report high confidence in their ability to manage liquidity over the next 12 months.
Yet challenges persist in accounts payable ("AP") and accounts receivable ("AR) processes. Manual workflows, reconciliation issues, fraud risk, and payment delays continue to strain teams. Interest in commercial cards is strong—driven by rebates, extended terms, and enhanced data—but supplier acceptance and integration barriers remain.
Financial partners can deliver meaningful impact through:
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Automating AP and AR processes to reduce manual work and streamline operational processes
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Enhancing fraud protection and payment security safeguarding transactions and reducing risk
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Facilitating commercial card adoption and integration with company ERP/accounting systems to further unlock benefits of a commercial card program
Canadian firms are ready to modernize; they simply need the right tools and support.
The Path Forward
The Canadian middle market is entering a period defined by caution, complexity, and transformation. Firms are adapting to external pressures—pricing, inflation, supply chain disruptions—while investing in technology, talent, and digital payments to build resilience.
For banks and payment providers, the mandate is clear: deliver solutions that help firms operate more efficiently, manage risk more effectively, and unlock the power of digitization without adding complexity.