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Genesis Investment Management Data, Technology Stack, and Enterprise Applications
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Tag Manager Tag Management CRM n/a 2023 2023
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
SimCorp Legacy SimCorp Client Communications CRM and Investor Relationship Management Investment Management n/a 2016 2016
In 2016, Genesis Investment Management implemented SimCorp Client Communications as a UK project to automate and accelerate client reporting. The deployment leveraged SimCorp Coric capabilities to drive automated report generation and distribution within the SimCorp Client Communications environment, aligning application functionality with the CRM and Investor Relationship Management mandate. SimCorp Client Communications was configured to support automated report generation, scheduled production, formatting and distribution workflows, and templated investor statements and performance reports. Configuration work focused on mapping portfolio and performance data into repeatable report templates and establishing automated orchestration for periodic and ad hoc client communications. The implementation integrated SimCorp Client Communications directly with Genesis Investment Managements CRM and a centralized data warehouse to source client master data, holdings, and performance metrics for reporting. Operational scope covered client reporting and investor relations functions across the UK-based firm, consolidating report production into a centralized process and reducing manual handoffs. Governance and process changes reorganized report production workflows to centralize creation and approval, moving control into the SimCorp Client Communications environment and reducing manual reconciliation. The project delivered faster, automated report generation and an estimated greater than 40% improvement in client reporting efficiency.
CRM and Investor Relationship Management Investment Management 2022 2022
Portfolio and Investment Management Investment Management 2022 2023
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft Azure Cloud Services Application Hosting and Computing Services IaaS n/a 2017 2017
Application Hosting and Computing Services IaaS 2021 2021
Content Delivery Network IaaS 2019 2019
Content Delivery Network IaaS 2021 2021
Content Delivery Network IaaS 2021 2021
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Identity and Access Management (IAM) CyberSecurity 2023 2023
Secure Email Gateways (SEGs) CyberSecurity 2017 2017
IT Decision Makers and Key Stakeholders at Genesis Investment Management
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Genesis Investment Management Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Genesis Investment Management Technographics

Genesis Investment Management is a Banking and Financial Services organization based in United Kingdom, with around 59 employees and annual revenues of $79.0 million.

Genesis Investment Management operates a diverse technology stack with applications such as Google Tag Manager, SimCorp Client Communications and Microsoft Azure Cloud Services, covering areas like Tag Management, CRM and Investor Relationship Management and Application Hosting and Computing Services.

Genesis Investment Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Google, SimCorp and Microsoft.

Genesis Investment Management recently adopted applications including Google Tag Manager in 2023, Microsoft Entra ID (formerly Azure Active Directory) in 2023 and Limina Investment Data Management in 2022, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Genesis Investment Management’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Genesis Investment Management’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 Investment Management technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.