Case Study
Developing a Strategic SAAS Partnership
This case study describes the second phase of Rothschild & Co’s transition to Moody’s Software‑as‑a‑Service solution, driven by the complexity of implementing new Basel regulations and the need for modernization, optimization, and improved performance. The migration process required careful evaluation of key SaaS considerations, including due diligence, legal and contractual arrangements, and shared responsibility for security and compliance in a cloud environment. Change management played a central role, with close review of security practices and coordination between technology, legal, and risk teams. Guidance from the Information Security team ensured that security and compliance requirements were fully integrated into the SaaS adoption strategy.
