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Case Study

Global asset manager accelerates investment decision making

Solving buy-side data and workflow challenges with our Primary Bond Issuance (PBI) Application

Genesis helped a global asset manager to accelerate investment decision making, reduce data errors and capture more opportunities in the primary bond markets. Through combining deep industry knowledge, a next-generation application platform and an agile development approach, Genesis rapidly developed and deployed a fully-hosted solution to aggregate sources of new issue data, collate interest from across the organization and streamline order management.

The Challenge

As part of their fixed-income investment strategy, the client has a team of over 150 portfolio managers, traders and analysts working collaboratively to detect new bond issuances, identify opportunities and submit firm orders for execution.

As the business had scaled across time-zones and geographies, and now incorporated multiple sources of analytics and new issuance data, the current solution of disconnected applications, emails and spreadsheets had become too inefficient and error-prone, leading to missed opportunities and potential compliance infractions.

Given that there was no vendor solution available, and that their internal IT team lacked the domain expertise and bandwidth to take on new projects, the client turned to Genesis.

Delivered in 4 months

PBI was delivered on Genesis’ SOC-2 certified SaaS platform in less than 4 months

+150 employees use PBI

Used by more than 150 analysts, portfolio managers and traders at the firm

Genesis domain expertise

No other vendor solution was available and their internal IT team lacked the domain expertise.

The Solution

Genesis engaged with the client from the earliest stages of the project, combining deep domain knowledge, specialist engineering skills and a next-generation application platform to deliver beyond expectations.

Employing an iterative, UX-led approach, Genesis worked closely with the client to discover requirements, obtain feedback and regularly demonstrate progress, giving confidence to key users and stakeholders on timelines and solution effectiveness.

The result was the Primary Bond Issuance (PBI) Application – a fully-hosted solution which speeds up investment decision making by helping traders, portfolio managers and analysts to work together to evaluate deals.

PBI aggregates and normalizes new issue data across sources to create a central repository, provides a collaborative, end-to-end workflow connecting the whole team, and features integrations to order and execution management systems to streamline how the firm communicates orders.

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The Benefits

The global asset manager achieves a holistic view of the market to make faster investment decisions:

Faster investment decisions

The asset manager now has a single tool for market surveillance accessible by multiple teams, built on top of a commercially-supported, future-proof low-code platform.

Reduced data errors

By centralizing, reconciling and normalizing new issue data, PBI creates a trusted, golden source for the firm. With the automation and integrations achieved, PBI reduces data errors and helps the firm make faster decisions about deals coming to market.

Compliance improvement

Having a single solution to orchestrate the data and workflow improves the firm’s compliance and audit posture and makes it easier for traders, portfolio managers and analysts to collaborate.

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