Case Study: Leading Canadian Bank achieves T+1 compliance with Genesis

TAM revamp achieves T+1 compliance for leading Canadian bank

Leading Canadian Bank’s investment banking arm needed to prepare for the upcoming U.S. T+1 settlement cycle while dealing with fragmented trade allocation processes spread across disparate platforms and manual workflows. Genesis helped the bank overhaul its middle-office trade allocation and management environment using its TAM solution.

Genesis delivered a web-based TAM revamp through a closely collaborative approach, including a Sprint Zero proof-of-concept, agile delivery, and seamless integration with the bank’s existing systems and providers. The result was 100% regulatory compliance within the required timeframe, a significant increase in STP workflows, centralized trade data aggregation, and a streamlined post-trade tech stack across multiple asset classes, desks, and regions.