Case Study
Banking SaaS Provider
Research Objective
To understand the current banking SaaS provider, experience, and expectations from the customers.
Respondents who had experience as a current customer of banking SaaS providers as a key decision maker, part of the decision-making team or a user were recruited for the interview. They were required to have current experience as a customer from a mid-sized bank with minimum of $5 billion assets.

Targeted Countries
- Germany
- Italy
- United Kingdom
- France
- Spain
- Netherlands
- Switzerland
- Norway
- United States
Sample Size
12
Methodology
Qualitative
Targeted Designations
– Chief Credit Officer
– Chief Lending Officer
– Chief Financial Officer / Finance Director
-Treasurer
– Chief Investment Officer
Outcomes
The research was successful in gaining insights into –
• Views on specific banking SaaS benefits to amplify and gaps to solve for key customers, on topics such as providers I have experience with, perceptions of key providers in the market, how does banking SaaS helps me & what would we be likely to see from banking SaaS in the future.
• Views on key personal and professional needs and desires of key customers that inform decision making around banking Saas