London, SW1A 1ER,
United Kingdom
Genesis Investment Management Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Genesis Investment Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 59 Genesis Investment Management 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 Investment Management has purchased the following applications: Google Tag Manager for Tag Management in 2023, SimCorp Client Communications for CRM and Investor Relationship Management in 2016, Microsoft Azure Cloud Services for Application Hosting and Computing Services in 2017 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 Investment Management is running and its propensity to invest more and deepen its relationship with Google , SimCorp , Limina 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 Investment Management revenues, which have grown to $79.0 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 Investment Management 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.
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Tag Manager | Tag Management | CRM | n/a | 2023 | 2023 |
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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.
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CRM and Investor Relationship Management | Investment Management |
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2022 | 2022 |
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Portfolio and Investment Management | Investment Management |
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2022 | 2023 |
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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 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Identity and Access Management (IAM) | CyberSecurity |
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2023 | 2023 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2017 | 2017 |
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