Genesis
15 Case Studies
A Genesis Case Study
StoneX, a financial firm providing global market access, faced operational challenges as its post-trade operations were siloed by asset type and used multiple systems. This created integrated risks and was costly to manage. To support its middle and back-office workflows, it partnered with vendor Genesis to implement the Trade Allocation Manager (TAM) solution.
Genesis implemented its TAM product to create a universal post-trade middle office for StoneX. The solution dramatically simplified the technology ecosystem, unified connectivity, and automated workflows. This resulted in reduced errors and operational costs, improved efficiency by freeing up team resources, and enhanced client service, which led to increased client trading activity and revenue for StoneX.