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Financial sector strategy

All projects

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    Charting digital future of savings groups in Rwanda

    Genesis was commissioned by the National Bank of Rwanda (BNR) to develop a national roadmap for the digitalisation of savings and credit groups there.

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    Taxing times ahead if short-term capital gains treated as income

    South Africa’s leading Collective Investment Schemes provider commissioned Genesis to assess the impact of the possible changes in the taxation of CIS unit trusts.

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    Interpreting trends in Nigeria’s payments acquiring sector

    Mastercard commissioned Genesis to conduct a landscape analysis of Nigeria’s payments acquiring sector that provides insight for market participants.

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    Exploring Islamic bank opportunities in Malawi

    Genesis was commissioned by a company in Malawi to provide a high-level overview of the feasibility of setting up a Shariah-compliant bank in the country.

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    Tanzanian bank’s roadmap to new horizons

    NMB, Tanzania’s largest commercial bank by assets, commissioned Genesis to carry out a feasibility study for regional expansion within the larger East and Southern African region.

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    Future growth scenarios for Africa

    How will Africa fare in the next 10 years and beyond? To tackle this question, Genesis was commissioned to write a research paper on what future growth scenarios could look like for the continent over the next decade. The work was background research for the African Development Bank’s strategy for 2023 to 2032.

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    Genesis turns matchmaker for financial inclusion trusts and donors

    A network of trusts working to deepen financial inclusion across a multitude of African countries commissioned Genesis to conduct an evaluation of potential funding partners.

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    Strategy review for SA banking disruptor

    A challenger bank commissioned Genesis to review and tighten the organisation’s retail strategy to align opportunities with available resources.

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    TDF strategy plan to benefit underserved groups

    Genesis was commissioned by the Eastern and Southern African Trade and Development Bank (TDB) to develop a five-year strategy for its fully owned subsidiary, the Trade and Development Fund (TDF).

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    Payments strategy puts Mauritian firm in the swim

    Genesis was asked to develop a payments strategy for a consumer finance company in Mauritius. The assignment was guided by the client's goal of becoming a major payments player in the Mauritian market.

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    Mauritian bank seeks cross-border banking strategy

    Genesis partnered with a Mauritian bank aiming to use its strengths, and the country’s position as an international financial centre, to provide a variety of solutions for the continent’s financial institutions, corporates and affluent customers.

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    Review helps top Tanzanian bank hit refresh button post Covid-19

    Genesis was engaged by a Tier-1 bank in Tanzania to develop its five-year strategy (for the period 2023 to 2027) and review its operating model.

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    Analysis maps Kenyan insurance sector for pan-African firm

    Genesis was retained by a pan-African insurance company operating in Kenya to conduct a competitor and market intelligence exercise. This engagement followed on from a strategy refresh exercise that Genesis facilitated for the same company a year earlier.

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    Nigeria study sheds light on emerging technologies

    Microsoft Africa Development Centre wanted to understand how best to respond to the problems faced by Africa by building innovative solutions on the Microsoft platform.

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    Scope for Jordanian companies to step up ESG practices

    The International Finance Corporation contracted Genesis Analytics to conduct a baseline assessment of the adoption of ESG policies and practices in Jordan at the firm, market and regulatory levels. 

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    Determining non-financial needs of MSMEs in 3 markets

    Genesis was engaged by a large Pan-African Bank to undertake an analysis of the non-financial needs of MSMEs in three African markets.

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    Strategy refresh for a large Kenyan insurance company

    Genesis was engaged by a leading pan-African insurance company operating in Kenya to update its strategic plan for the period ending 2025.

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    The future of payments: Scenario planning for large retail bank

    Genesis worked closely with a leading retail bank to explore the evolving payments landscape in Africa to identify strategic and investment priorities for a leading regional bank. 

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    Commercial due diligence on payments service provider

    Genesis partnered with an international DFI to conduct a commercial due diligence of Adumo, a prominent South African independent payments company, with a possible view towards an equity investment in another, similar business.

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    Tapping into the MSME finance opportunity in Uganda

    In a bid to understand the factors that constrain MSME finance in Uganda, the IFC commissioned Genesis to do a study of the general MSME landscape in the country, encompassing an analysis of the demand and supply-side of the MSME finance market.

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    How innovative digital bank drives financial inclusion

    Genesis conducted a case study of an innovative, digital South African challenger bank with a group of development organisations seeking to drive financial inclusion.

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    Inaugural strategy to boost Kenyan home ownership

    the National Treasury of Kenya commissioned Genesis to develop the inaugural 2020-2024 strategic plan for the Kenya Mortgage Refinance Company, which was established as a non-deposit-taking financial institution to provide long-term funds to primary mortgage lenders.

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    Probe on purchase of crossborder digital payment provider

    A Pan-African bank commissioned Genesis to assess the revenue potential of the purchase of digital payment provider, with the intention of streamlining crossborder remittance payments both across its own customer base and for non-customers.

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    Developing a 10-year capital markets development master plan for Zambia

    Genesis and Bourse Consult jointly partnered with FSD Africa to develop a 10-year capital markets development master plan for Zambia.

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    Addressing food security in a global pandemic

    Genesis Analytics, through the support of the Bill and Melinda Gates Foundation (BMGF), advised the Solidarity Fund on if, and how, it could support a sustainable food production intervention that addressed the persistent experience of hunger by the most vulnerable households in South Africa (which has been aggravated by Covid-19).

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    Uplifting private sector development across African markets

    Genesis was commissioned by the African Development Bank to design its private sector development strategy for 2020 to 2025.

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    Framework for SME finance to support agriculture value chain in Africa

    Genesis partnered with an international donor organisation to compare the operational processes of a group of agri-SME lenders to identify ways of serving the agricultural value chain more effectively.

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    Strategy for mobile-wallet partnership opportunities in Africa

    Genesis Analytics was commissioned by a global card association to conduct a mobile-wallet partnership opportunity assessment across five countries, Ghana, Senegal, Madagascar, Cote d’Ivoire and Mauritius. This entailed assessing and mapping the payment landscape in each country and identifying key payment opportunities in the mobile money, card and digital payments space.

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    Cloud-based solutions could reduce banking costs in Africa

    Genesis Analytics and Orange Business Services (OBS), with the support of the Bill and Melinda Gates Foundation, published a research report on Cloud Banking in Africa: The Regulatory Opportunity, which explores the potential for cloud computing to reduce the cost of technology for banks.

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    Enhancing end-to-end customer journey on sale of Saudi home mortgages

    A large Saudi Arabian mortgage financing company commissioned Genesis to help enhance its customer value proposition (CVP) in an innovative, digitally driven approach to issuing mortgage loans to borrowers.

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    Vision and strategy for Kenya’s National Payment System

    Genesis was engaged by the Financial Sector Deepening Trust (FSD) Kenya, on behalf of the Central Bank of Kenya (CBK), to perform a market analysis of the payments landscape in Kenya, and thereafter develop a 10-year vision and five-year strategy for the National Payment System (NPS).

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    Developing five-year plan for Kenya's Capital Markets Authority

    Genesis Analytics and Bourse Consult were jointly contracted to develop a five-year strategic plan for the Capital Markets Authority of Kenya that would enable the regulator to support economic development and empowerment.

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    Socio-economic impact of debt forgiveness Bill

    Genesis was appointed by the dti (on behalf of Parliament) to undertake an independent socio-economic impact assessment of the National Credit Amendment Bill 2018, a separate debt review regulatory regime and process for a defined lower-income segment, called debt intervention.

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    First comprehensive mapping of South African fintechs for national treasury

    To enable the growth of the fintech sector while minimising risk and protecting consumers, the National Treasury, in partnership with The World Bank Group, commissioned Genesis to conduct the first full market diagnostic and sizing of the local fintech sector.

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    Plan to leverage bank’s investment in modern payments system

    Genesis was appointed by a large multinational bank to develop a business strategy for the domestic wholesale payments business unit that would leverage the bank’s strategic investment in a modern payments architecture.

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    A winning strategy for deepening financial markets in Uganda

    Genesis Analytics have been working with Financial Sector Deepening (FSD) Trusts on a number of projects. FDS commissioned Genesis first to re-invigorate their approach to facilitating financial-sector deepening in Uganda. We then helped FSDU develop a refreshed strategy for the next three years and then assisted them with a critical part of strategy execution related to fundraising.

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    Due diligence on third-party payment processor deal

    Genesis helped fill an information gap for an international private equity firm when it conducted a commercial due diligence assessment of a third-party payment processor (TPPP) in South Africa whose main business was processing insurance-premium payments. 

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    Helping South African bank to keep up with digital innovation

    Genesis engaged with a large South African bank to create and maintain a market insights capability that would enable it to develop internal points of view on developments in the payments sector, allowing the bank to respond with appropriate short-term and medium-term strategies.

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    30 Kenyan banks adopt innovative payments infrastructure

    Genesis partnered with FSD Kenya to develop a business case to convince 30 Kenyan banks of the value of joining PesaLink, a payment infrastructure that allows banks to offer real-time, person-to-person transfers at a low cost.

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    Balancing innovation with regulation to grow SA financial services

    Genesis partnered with the Centre of Excellence in Financial Services to understand which policy and regulatory approaches best suit the South African financial sector in managing the balancing act of preserving the country's sound financial system, while enabling fintech innovation that promotes improved access to finance and growth in the sector.

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    Finding a channel sweet spot for a Nigerian bank

    Genesis was commissioned by a Nigerian bank to conduct a channel optimisation study, which involved an analysis of 65 million transactions across the bank’s customer base. This took into account global trends in channel usage, cost and best-practice channel optimisation, and considered the relevance of these international trends within the context of the Nigerian market. 

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    Mapping out path for local card-processing in SA

    Genesis partnered South Africa’s domestic payment switch, BankservAfrica (Bankserv) to determine how to continue providing card-switching services to the South African market.

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    Technical guidance to Ugandan bank in local merger

    Genesis Analytics partnered with a large Ugandan bank to provide strategic and technical guidance following the bank’s acquisition of one of its local competitors.

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    Making Botswana an investment gateway to Africa

    Botswana's Investment and Trade Centre has adopted a roadmap detailing the steps the country would need to take to develop an international finance centre that could match Africa's leader, Mauritius. 

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    Genesis strategises transition to a full-service bank

    Genesis was commissioned by a Ghanaian finance house to develop a financial model that could be used to inform its transition from a non-bank financial institution into a full-service bank, while remaining aligned with its strategic objectives. 

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     Business case for micro-finance bank

    Genesis was approached by a growing Southern African micro-finance institution (MFI) to develop an Africa-wide business case for the transformation of the institution into a micro-finance bank (MFB). 

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    Strategy update to take Pan-African bank to 2020

    Following on a previous project to develop medium-term strategy for a major Pan-African financial services institution based in Botswana, Genesis was recommissioned to evaluate the bank’s progress and develop a strategy to take it through to 2020.  

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    New costing model for top-tier SA bank

    A top-tier South African bank, under increasing cost pressure, needed to relook at the costs of its shared services and allocation methodology. The Genesis team developed a revised cost recovery model that the bank will be implementing in the new financial year.

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    Strategy for financial inclusion unit of Ghanaian bank

    Our assignment was to assist a leading Ghanaian bank's Financial Inclusion Unit (FIU) to deliver on its overarching goal of having five million active accounts by 2018, and to identify ‘capability’ gaps that could potentially be supported by FSD Africa. The analysis involved a market opportunity analysis and internal capability assessment.

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    Strategy development for a new market entry in Ghana

    Genesis was commissioned by a Ghanaian financial institution to conduct an opportunity analysis of the Ghanaian financial sector to advise it on the viability of becoming a universal bank in the market.

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    Merger creates one of Ghana’s biggest banks

    Genesis was contracted as an external adviser in the merger process between one of the largest local banks in Ghana and an SME finance provider.

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    Business case for new retail bank in South Africa

    Genesis partnered with a JSE-listed South African financial services provider to develop a business case for specialist banking services to the business and personal market, including private banking.

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    Building a cost-allocation model for the JSE

    The Market Regulation Division of the JSE appointed Genesis Analytics to develop a cost-allocation model that defines its cost of regulating each of the JSE's markets. 

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    Feasability of vertically integrated business model

    Genesis was appointed by a large South African financial services and insurance provider to review the feasibility of an innovative, vertically integrated business model connecting an independent distribution network to a large investment product range and manufacturing capability.

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    Business model for e-wallet customer payments

    Genesis was commissioned by a large provider of online retailing and services to examine the regulatory regime of Nigeria, with respect to the launch of an e-wallet for customer payments and the launch of a peer-to-peer lending service.

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    Building model for a branchless retail bank

    Genesis partnered with an existing specialist bank in South Africa to design a cashless operating model for their proposed retail operations with all the convenience of digital channels.

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    Helping a Nigerian bank break into microfinance

    Genesis partnered with a large Nigerian bank entering microfinance to refine its strategy and equip it with the capabilities and information required to successfully operate in that sector.

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