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Case Study

Top bank reduces their reliance on manual processes and spreadsheets

Transforming client onboarding and data management for a leading European bank

A self-service portal developed for the brokerage division of a top bank in Europe

The bank was struggling with inefficient manual processes and a lack of integration between legacy systems.

This had started to impact their ability to service their clients, scale their operations and compete effectively in the market.

They needed a single source of normalized data to operationalize and modernize their processes, and a versatile, secure platform that could cater to the needs of both internal and external users.

 

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The Solution

The Genesis Prime Brokerage Application was designed to address these challenges.

The proof of concept (POC) for the Application was developed within just a couple of weeks, demonstrating the speed and efficiency of the Genesis platform.

It combines a unified source of data with real-time integrations to Portfolio and Order Management Systems, to create a centralized workflow with extensive reporting and visualizations across trades, positions, P&L, and more.

The application also features a client portal, enabling the bank’s clients to securely access only their own account information and analytics, facilitated by the platform’s built-in authentication and authorization capabilities.

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The Benefits

Improved operational efficiency

The bank reduced their reliance on manual processes and spreadsheets, significantly improving their ability to manage, modernize, and scale their business.

Increased client satisfaction

The Prime Brokerage Application has revolutionized the client experience and satisfaction, enabling clients to access data in real-time from within an intuitive and secure environment.

Improved competitiveness

The Genesis Prime Brokerage Application has demonstrated the potential for further growth and competitiveness through adoption of an application development platform purpose-built for the financial markets.

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