Case Study: Largest Financial Service Software Providing Company achieves SaaS transformation and multi‑million‑dollar revenue growth with Protiviti

Protiviti helps global fintech company completely overhaul its value proposition, strategy, and supporting organization

Largest Financial Service Software Providing Company faced a sudden collapse in traditional license sales after the 2007–08 crisis and needed to shift from a legacy software vendor model to a software-as-a-service (SaaS) solutions provider. Protiviti was engaged to help redefine the company’s value proposition, operating model, and organization so it could sell and deliver hosted retail-banking solutions end-to-end.

Protiviti led a two-year transformation to define the SaaS lifecycle services, close capability gaps, realign over 50 major supply‑chain contracts, redesign the organization, and support hiring and onboarding (with assistance from parent-company resources). By the end of 2015 the company had upskilled staff and added new talent, won competitive bids, secured long-term client relationships that generate a multi‑million‑dollar recurring revenue stream, and migrated clients including one that moved more than 100,000 customers to the new SaaS solution — outcomes driven by Protiviti’s strategy and implementation.