Beaverton, 97006, OR,
United States
Genesis Financial Solutions Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Genesis Financial Solutions and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1000 Genesis Financial Solutions employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Genesis Financial Solutions has purchased the following applications: ACI UP Bill Payment for Payment Processing in 2014, HubSpot CMS for Web Content Management in 2012, Hubspot CRM for CRM in 2013 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Genesis Financial Solutions is running and its propensity to invest more and deepen its relationship with ACI Worldwide , HubSpot , Atlassian or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Genesis Financial Solutions revenues, which have grown to $160.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Genesis Financial Solutions intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ACI Worldwide | Legacy | ACI UP Bill Payment | Payment Processing | ERP Financial Management | n/a | 2014 | 2014 |
In 2014, Genesis Financial Solutions implemented ACI UP Bill Payment as an ePayment solution to centralize bill presentment and electronic payment processing. The deployment positioned ACI UP Bill Payment to support enterprise payment operations, customer service workflows, and compliance monitoring across the bank's biller relationships.
The implementation included core ePayment capabilities typical of the category, including bill presentment, multi-channel payment acceptance, a payment processing engine, reconciliation and exception management, and reporting and audit trails. ACI UP Bill Payment was configured with rules-driven workflow and payment posting logic to standardize processing and reduce manual intervention in payment operations.
Operationally the integrated offering connected biller-facing presentment channels with electronic payment rails and settlement workflows, enabling billers served by Genesis Financial Solutions to receive electronic payments through multiple routes. The deployment impacted business functions in payment operations, customer service, and compliance, consolidating transaction handling and dispute resolution into a single payment platform.
Governance focused on platform-level workflow standardization and centralized controls to support regulatory checks and reduce support overhead. As stated by ACI Worldwide, the integrated ACI Bill Payment Solutions offering gives billers more options for receiving electronic payments, resulting in improved customer satisfaction and reduced support expenses and compliance issues.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | HubSpot CMS | Web Content Management | Content Management | n/a | 2012 | 2012 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2013 | 2013 |
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Marketing Automation | CRM |
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2021 | 2021 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2019 | 2019 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2008 | 2008 |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2008 | 2008 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2015 | 2015 |
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