Case Study: Leading European Bank reduces manual processes and spreadsheets with Genesis

Top bank reduces their reliance on manual processes and spreadsheets

Leading European Bank worked with Genesis to tackle inefficient manual processes, spreadsheet-heavy workflows, and poor integration across legacy systems in its brokerage division. The bank needed a single source of normalized data and a secure, scalable platform for both internal teams and external clients.

Genesis delivered the Genesis Prime Brokerage Application, a self-service portal with a unified data layer, real-time integrations to Portfolio and Order Management Systems, centralized reporting, and secure client access. The POC was built in just a couple of weeks, and the bank reported improved operational efficiency, higher client satisfaction, and greater competitiveness through reduced reliance on manual processes and faster access to real-time data.