This case study describes how Rothschild & Co, a long‑established French financial institution founded in 1811 with global operations across more than 40 countries, is modernizing its regulatory compliance framework. Previously relying on Moody’s on‑premise solutions for compliance and reporting, the firm is transitioning to Moody’s Software‑as‑a‑Service platform. The migration is driven in part by new Basel regulatory requirements, which acted as a catalyst for change. By adopting a SaaS model, Rothschild & Co aims to enhance flexibility, scalability, and efficiency in managing regulatory obligations while supporting its diverse advisory, private equity, and wealth and asset management businesses.

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