PARIS I OCTOBER 20th – 22nd, 2025

Operational efficiency and compliance for post-trade teams

You can still book your 30-minute, 1:1 meeting to explore how the Genesis AI-native platform helps buy-side firms streamline operations, reduce reliance on spreadsheets and strengthen compliance.

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See how Genesis can accelerate your financial application development at the Investops.

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The challenges driving change in post-trade

Buy-side firms are under increasing pressure to do more with less. Operations leaders face a perfect storm of regulatory change, accelerated settlement cycles like T+1, rising costs, and the demand for faster, more transparent processes. The result? Legacy workflows and fragmented systems can no longer keep up.

65% of asset managers struggle to meet new regulatory demands like T+1

60% of buy-side firms struggle to manage multi-asset portfolios in a unified view

62% of organisations still rely on legacy software, despite known risks

INVESTOPS EUROPE 2025 RECAP

Operational efficiency and compliance

At InvestOps Europe Genesis Global had hands-on demos at Booth #3, an interactive breakfast workshop and an innovation panel. See what you've missed.

Booth #3

Booth #3

We saw how leading buy-side firms are streamlining operations with Genesis solutions.

Missed it? Book a 20-minute consult to identify manual steps, reduce spreadsheet risk, and explore proven workflows for reconciliation, compliance, and T+1 readiness.

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Breakfast workshop

Breakfast workshop: Streamlining post-trade operations for efficiency, control and resilience

Monday 20^th October, 10:30am: In today’s fast-moving capital markets, post-trade operations are under increasing pressure to be faster, and more resilient. In this session we explored three key focus areas:

Taking stock of your current systems, workflows and vendor dependencies.
Are you prioritising cost reduction, risk mitigation, faster settlement, or improved client experience?
How regulatory initiatives, expanded reporting requirements and evolving margin rules are reshaping the post-trade landscape for asset managers.

Innovation panel

Innovation Panel: Balancing personalisation and standardisation

Wednesday 22^nd October, 9:25am: We heard from Niketta Postlethwaite-Williams, Director of Strategic Accounts at Genesis Global alongside senior leaders from Amundi, T. Rowe Price, and Invesco.

The discussion explored how buy-side firms can balance personalisation and standardisation — delivering tailored client services while still consolidating and streamlining key operating processes.

Sarah Ball

Senior Marketing Manager

Tessa Tarlow

Revenue Operations Senior Associate

Will Brown

Sales Executive

Niketta Postlethwaite-Williams

Director Strategic Accounts

Streamlining operations for

efficiency, control and resilience

To stay competitive, buy-side firms need operating models that are agile, automated and compliant. Genesis helps operations leaders replace manual processes, reduce reliance on spreadsheets and connect fragmented systems - delivering faster, safer and more scalable workflows without costly rip-and-replace programs.

Middle Office Solution - TAM Simplify post-trade with a centralised, multi-asset middle office solution that automates trade allocation, fee management and reporting.

Lightweight Reconciliation Tool Fast to deploy and easy to use, quickly identify breaks, resolve discrepancies, and maintain a clear audit trail—without the cost or complexity of traditional platforms.

Self-service Reporting Module Designed to adapt to diverse client requirements, it allows end users to create, customise, and distribute reports with ease—no coding or IT dependency required.

Advanced Custodial Services Solution Enhance transparency and efficiency with a lightweight settlement system that gives both you and your clients greater visibility into every stage of the settlement process.

SEE GENESIS IN ACTION

Future-ready, innovation-driven financial technology

Trade Allocation Manager

Transform middle- and back-office operations with a central, multi-asset class solution for automated trade allocation and fee management.

TAM revamp achieves T+1 compliance for leading Canadian bank

Genesis partnered closely with the bank to overhaul its trade allocation process, replacing manual workflows with a web-based, automated solution. By integrating seamlessly with existing systems, TAM centralised trade data across platforms, reduced errors, and enabled faster allocations and confirmations.

Read case study

Reporting

The Reporting component creates any type of document, ranging range from simple data-focused reports like csv or Excel files for internal teams to graphics-rich, client-facing documents like trade confirmations, invoices and portfolio proposals.

Matcher

Matcher is a real-time reconciliation solution that automates data validation across counterparties, venues, and clearing houses. It supports complex, high-volume reconciliations with customisable rules, freeing operations teams to focus on exceptions.

With dashboards and alerts, Matcher improves efficiency and ensures readiness for T+1 and other regulatory requirements.

Genesis Create: AI-powered app development

Discover how Genesis Create empowers business users and developers to rapidly build compliant, financial-grade applications. With precision-guided AI, governed automation, and built-in compliance, Create accelerates delivery while ensuring enterprise-grade security and performance at scale.

Speak with our experts today

Book time with Genesis experts to explore how we can help you modernize trading, risk, and compliance.

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