Empowering a Major Caribbean Bank with Scalable Digital Solutions
Overview
A leading Caribbean bank partnered with Brazen Group to modernize its customer onboarding process. The goal was to implement a seamless, cloud-based solution for onboarding individual, joint, and corporate clients—ensuring integration across their CRM, banking, and financial systems. The result is faster onboarding, enhanced data quality, and measurable improvements in customer and employee satisfaction.
Problem Statement
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Manual, fragmented onboarding process across departments
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Lack of automation leading to longer registration cycles
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High customer acquisition costs and operational inefficiencies
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Inconsistent data entry resulting in poor data quality
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Increased customer churn due to slow onboarding experience
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Need for a cloud-based solution that integrates with CRM and core banking systems
Solution
Brazen Group designed and implemented an end-to-end digital onboarding solution using Formstack, integrating all key layers—data, applications, presentation, and access. The platform enabled real-time customer registration and screening, automated workflows, and seamless integration with backend systems. This solution empowered bank staff, streamlined compliance, and drastically improved the overall onboarding experience.
Outcomes
Brazen Group’s digital onboarding solution enabled a leading Caribbean bank to accelerate customer acquisition, improve data quality, boost staff efficiency, and significantly enhance customer satisfaction—all while reducing costs and churn.
- 80% Faster Onboarding
- Simplified Registration
- Higher Staff Productivity
- Lower Acquisition Cost
- 5× Satisfaction Boost
- Improved Data Accuracy
- Smarter Decision Support
- Reduced Customer Churn