Genesis Financial Solutions
15220 NW Greenbrier Pkwy,,
Beaverton, 97006, OR,
United States
Beaverton, 97006, OR,
United States
1 503-350-4300
Banking and Financial Services
Genesis Financial Solutions Technographics
Genesis Financial Solutions Technographics, Software Purchases, AI and Digital Transformation Initiatives
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.
Genesis Financial Solutions Tech Stack and Enterprise Applications
Genesis Financial Solutions ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ACI Worldwide | Legacy | ACI UP Bill Payment | Payment Processing | ERP | 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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Genesis Financial Solutions 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 |
In 2012, Genesis Financial Solutions implemented HubSpot CMS. HubSpot CMS is deployed as the company website platform and serves as their Web Content Management system for public digital channels.
The HubSpot CMS implementation is configured to support core content authoring and template management, including landing pages, blog publishing, forms, and on-page SEO capabilities. Content staging, responsive templates, and built-in personalization features are used to manage customer-facing pages, reflecting typical Web Content Management functional workflows.
Operational coverage centers on the corporate website and marketing-owned digital channels, with the platform supporting marketing, digital experience, and customer communications functions. The deployment is oriented toward editorial teams and web operations, enabling content lifecycle activities from draft to publish across the site.
Governance is organized around role-based access and editorial approval workflows to control publishing and maintain brand consistency. Content governance is implemented to align web publishing processes with financial services controls and corporate content standards, using HubSpot CMS features to enforce workflow and auditability.
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Genesis Financial Solutions CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2013 | 2013 |
In 2013, Genesis Financial Solutions implemented Hubspot CRM on their public website to capture inbound inquiries and manage customer contact records. The implementation positions Hubspot CRM as the primary CRM for marketing and sales intake, instrumenting web forms and tracking to feed prospects directly into the system.
The deployment leverages core CRM capabilities typical of the category, including contact management, lead capture via embedded website forms, deal pipeline configuration, and email engagement workflows. Hubspot CRM is used to maintain contact profiles, track web activity and lifecycle stages, and automate basic routing and follow up sequences for inbound leads.
Website-level integration is explicit, with Hubspot scripts and form embeds operating on genesis-fs.com to create a direct data flow from the site into Hubspot CRM. Operational coverage centers on marketing and sales functions, where standardized lead routing rules and lifecycle stage definitions govern handoff and disposition processes, supporting centralized inbound lead intake and contact record governance.
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Marketing Automation | CRM |
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2021 | 2021 |
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Genesis Financial Solutions 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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Genesis Financial Solutions 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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Genesis Financial Solutions 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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IT Decision Makers and Key Stakeholders at Genesis Financial Solutions
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Genesis Financial Solutions Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Genesis Financial Solutions IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Genesis Financial Solutions digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Genesis Financial Solutions Technographics
Genesis Financial Solutions is a Banking and Financial Services organization based in United States,
with around 1000 employees and annual revenues of $160.0 million.
Genesis Financial Solutions operates a diverse technology stack with applications such as
ACI UP Bill Payment, HubSpot CMS and Hubspot CRM,
covering areas like Payment Processing, Web Content Management and CRM.
Genesis Financial Solutions has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as ACI Worldwide and HubSpot.
Genesis Financial Solutions recently adopted applications including
Hubspot Marketing Automation in 2021, Cloudflare CDN in 2020 and Atlassian Jira Service Desk in 2019,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Genesis Financial Solutions’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Genesis Financial Solutions’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Genesis Financial Solutions technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.