Case Study – Banking SaaS provider

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.

b2b SaaS market research -

Targeted Countries

  • Germany
  • Italy
  • United Kingdom
  • France
  • Spain
  • Netherlands
  • Switzerland
  • Norway
  • United States

Sample Size




Targeted Designations

– Chief Credit Officer
– Chief Lending Officer
– Chief Financial Officer / Finance Director
– Chief Investment Officer


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