Genesis Advisory Services (GAS)

Genesis Advisory Services (GAS) provides financial advisory services via a network of independent financial advisors, with a primary focus on wealth creation. GAS is a juristic representative of Discovery Life Limited and specialises in providing advice within the Discovery Life and Discovery Invest platforms.

We worked with the GAS team to evaluate the current state of their CRM system and to provide insights into how they could best digitise their complementary business processes.

Genesis Advisory Services (GAS)
Financial services
Solution category
Consulting services
Key value add
Our technical health check created the basis for a customised technical roadmap which has enabled the digitisation of GAS’ core business processes